Administrators play a critical role in Tres by ensuring the agency’s database is properly configured and consistently maintained. The Settings area is where this essential setup takes place, forming the foundation that supports accuracy, efficiency, and success for all users.
If you are a new administrator at an agency actively working in Tres, we recommend starting with the Tres Overview recording. This session provides a high-level introduction to key concepts, along with a review of features, benefits, and practical screen navigation. After watching the overview, explore the Knowledgebase articles linked below. They are listed in a suggested learning order to help you build a strong foundation.
If you are an existing administrator who simply needs a refresher on Settings, you may click on any of the links below to access specific topics and review the information most relevant to you.
- Getting Started with Tres: Get to know Tres!
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Settings – Ensure your database is setup for Success!
- Agency Settings
- User Profiles
- Accounting Lock Date
- Action Plans
- Agency Credit Cards
- ARC/BSP Numbers
- Bank Accounts
- Branches
- Destinations
- General Ledger Setup
- Profile Import
- Recommended Fields
- Tags
- Templates (Email and Document Acknowledgment)
- Travel Sub-Categories
- Exporting and Importing .json Files in Tres
Please contact support@trestechnologies.com with questions or join a live chat session by clicking on the Chat button located in the lower right of this page. Support hours are Monday - Friday; 6:00 am - 3:00 pm PT.