Account & Workspace Setup

When you sign up for JourneyFuse, you'll create a workspace that holds all your clients, trips, proposals, and invoices. This guide walks through setting up your workspace so it's ready for business.

Creating Your Account

Sign up with your email address and create a password. After verifying your email, you'll be prompted to set up your workspace.

Solo vs. Agency Workspace

JourneyFuse adapts based on how you work:

Setup	Best for	What changes
Solo Advisor	Independent advisors or ICs under a host agency	Sidebar shows "My Business" instead of "Agency." Settings focus on your personal branding and host agency details.
Agency (Team)	Agencies with multiple agents	Sidebar shows "Agency." You get team management, agent assignment, commission splits, and My View vs. Agency View toggles.

You can start solo and upgrade to an agency plan later if your business grows.

Configuring Your Workspace

Navigate to Settings in the sidebar to configure:

• Agency / Business Name — displayed on proposals, invoices, and client-facing pages
• Phone, Email, Address — your business contact info
• CLIA / ARC / IATA Numbers — your agency credentials
• Host Agency Details — if you operate under a host, enter their name, address, phone, CLIA, IATA, and website
• Branding — upload your logo, set an accent color, add a tagline, and customize your email signature

For a full breakdown of every setting, see Workspace & Agency Settings.

Inviting Team Members

If you're on an agency plan, you can invite agents and assistants to your workspace:

1. Go to Settings and open the Team section
2. Click Invite Member
3. Enter their email and choose a role — Admin, Agent, or Assistant
4. They'll receive an email invitation to join your workspace

Admins can manage settings and see all data. Agents see only their own clients and trips (unless viewing in Agency View). Assistants have limited access.

For details on roles and permissions, see Team Management.

Next Steps

Once your workspace is set up:

• Add your first client and build a trip
• Learn the dashboard layout
• Set up commission tracking