Agency Hub

The Agency page is your team's central hub. Instead of a single admin-only settings page, every team member now has access to a multi-tab experience with three sections: Overview, Feed, and Directory. Whether you're an agency owner checking performance metrics or an agent looking for a colleague's specialties, everything lives in one place.

Tabs at a Glance

Tab	Who Can See It	What It Does
Overview	Owners and admins only	Agency performance metrics and settings (the original Agency page)
Feed	All team members	Internal bulletin board for announcements, collaboration, and knowledge sharing
Directory	All team members	Searchable grid of everyone on your team with profiles and contact info

Feed

The Feed is an internal bulletin board where your team can share updates, ask questions, offer mentorship, and collaborate — all without leaving the platform. Think of it as your agency's private news feed.

Creating a Post

1. Go to Agency → Feed tab
2. Click New Post
3. Fill in the details:
   • Title — a clear, descriptive headline
   • Body — the full content of your post (supports rich text)
   • Category — choose one that fits (see below)
   • Expiration date (optional) — set a date and the post will automatically hide after it passes

Post Categories

Every post gets a category label so your team can quickly scan what's relevant:

• Mentorship — offering or requesting guidance from experienced agents
• Training — sharing learning resources, webinar links, or certification info
• Expertise — highlighting a destination or niche specialty (e.g., "I know everything about river cruises in Europe")
• Announcement — team-wide news, policy updates, or important reminders
• Collaboration — looking for a co-agent on a group trip, asking for supplier recommendations, etc.

Expressing Interest

Every post has an "I'm Interested" button. When a teammate clicks it, the post author receives a notification. This is a lightweight way to connect — no need to hunt for email addresses or send separate messages.

Example: An agent posts "Looking for someone who speaks Italian to help with a Tuscany villa group." Three teammates click "I'm Interested," and the author can follow up directly.

Pinned Posts

Admins can pin important posts to the top of the Feed so they don't get buried. Pinned posts stay at the top regardless of when they were created.

Good candidates for pinning:

• New supplier partnerships or preferred vendor updates
• Upcoming training deadlines
• Policy changes that affect the whole team

Managing Posts

• Your own posts: Edit or delete them at any time using the menu on the post card
• Admins: Can remove any post from the Feed (useful for outdated or off-topic content)
• Expired posts: Posts with an expiration date automatically disappear from the Feed after that date — no cleanup needed

Directory

The Directory is a searchable grid of every team member in your agency. It makes it easy to find the right person when you need to connect.

What Each Profile Shows

• Name and role (owner, admin, or agent)
• Specialties — destinations, trip types, or niches they focus on
• Contact info — email and phone
• Bio — a short description of their background and expertise

Searching and Filtering

Use the search bar at the top of the Directory to filter by name or specialty. This is especially useful for larger agencies — type "Alaska" to find agents who specialize in Alaska trips, or search by name to pull up someone's contact info quickly.

Editing Your Profile

Agents can update their own specialties directly from the Directory. Click into your profile card and add or remove specialties as your focus areas change. Other profile details (name, role, contact info) are managed through your account settings.

Admin Controls

Agency owners and admins can enable or disable the Feed and Directory tabs from the workspace settings.

How to Configure

1. Go to Settings → Agency → Agency Hub
2. Toggle Feed on or off
3. Toggle Directory on or off

Both toggles are enabled by default when your agency is set up. Disabling a tab hides it from all team members (including admins) on the Agency page.

When you might disable a tab:

• Small team where everyone already communicates through other channels (Feed)
• Solo advisor account where a Directory isn't needed

FAQ

Who can see the Agency Hub? All team members can see the Feed and Directory tabs (if enabled). The Overview tab remains visible only to owners and admins.

Do I need to do anything to set it up? No. The Feed and Directory tabs are enabled by default. Your team can start using them immediately.

Can agents post to the Feed, or is it admin-only? Any team member can create posts on the Feed. Admins have additional powers — they can pin posts and remove any post.

What happens to posts when an agent leaves the agency? Posts from former team members remain visible on the Feed unless an admin removes them.

Is there a limit to how many posts can be on the Feed? No hard limit. Older posts naturally scroll down, and expired posts auto-hide, so the Feed stays manageable over time.

Can I see who clicked "I'm Interested" on my post? Yes. The post author receives a notification for each person who expresses interest, so you know exactly who to follow up with.