Colour Palette
In this section you can change the application’s event categories colour palette. There are 25 different styles to reflect your unit’s style.
All you have to do is
- select the theme you want,
- click ‘apply’
- re-login.
Email Templates
Email templates are customizable emails that the system will use to send out your emails. You can customize email templates within the System section or for each event. An email template for an event takes precedence over the System defined ones. There are four customizable email templates:
- Reminder emails
- Status Change emails
- Post event reminder emails
- Registration emails
Event Locations
Here you can add locations that will be available for use when creating new events. This saves you time and users benefits from added Google Maps features.
You need to click on ‘Enter a new location’ and write all information about position.
ALso you can edit, delete or see more details about added locations.
Event Roles
On this page, you can add roles, that will be available very soon for use when adding participants to the event. You can see 2 default roles, Attendee and Coordinator.
To add a role, scroll down the page and click ‘Add a new event role’.
In the table of roles you can see the name of the role, it’s description, whether the role is the organizer, Access to Presenter Portal and Actions (change and/or delete). By clicking on the name of the role, you will go to the tab with a detailed description of this role, Is Organizer, Access to Presenter Portal, role event types and the edit button.
You can also find a specific role using the search button on the right above the table of event roles
Event Role Global Types
On the page Event Roles at the bottom, next to the button ‘Add a new role’, you can notice the inscription ‘Assign to event types’. By clicking on it you can choose Event Role Global Types.
In this tab you can describe at which events each of the roles will be useful. At:
- Conference/Symposium,
- Workshop/Seminar,
- Consultation/Meeting,
- Sub-event
Event Categories
On this page, you can add categories for the events. To add a category, click ‘Add a new event category’ on the right above the table of event categories.
In the table of categories you can see the title of the category, number of events in this section and Actions (change and/or delete).
You can also find a specific category using the search button near ‘Add a new event category’ button.
Form Builder
TODO: Intro Form Builder here and link to its own page – Form Builder
Master Excel Attendance Sheet
This feature is predefine and format an Excel attendance sheet to be used by your operational unit. You can add the pre-defined placeholders into your Master Attendance Sheet to redefine the fields.
Manage Programs
Manage Small Event Types
On this page, you can manage small event types. To add a role, scroll down the page and click ‘Create new event type’.
In the table of event types you can see the program, it’s name, number of days to register in advance and Actions (edit and/or delete).
You can also find a specific event type using the search button on the right above the table of event roles.
- After you click on Create you will need to write
- Event Type Title,
- choose a program,
- choose registration form,
- allow user to upload files and select its min and max number, scheduling restrictions,
- scheduling options.
Manage System Roles
On this page, you can add system roles. You can see 3 default roles, Admin, Organizer and Visitor.To add a role, scroll down the page and click ‘Create a new system role’.
In the table of roles you can see the name of the role, it’s description, Is Attendee Type or not, Registrant can select or not and Actions (edit and/or sub-roles). By clicking on the name of the role, you will go to the tab with a detailed description of this role, Is Attendee Type or not, Registrant can select or not and users who have this role.
You can also find a specific role using the search button on the right above the table of system roles.
System Settings
- Home page setting
- User registration setting
- User Profile
- Profile Reminder
- File Deletion
Home Page
- Number of Events
- Hide buttons panel on the Home page
- Disable Meetings and Consultations
- Disable Certificate Program
User Registration
Here you can choose ‘Auto confirm registrants’ selected roles’. It’s allow newly registered users to register into events immediately, without needing admin review and confirm of their selected roles.
External Form Embed
User Profile
Here you can select User profile form
Profile Reminder
Here you can turn on Profile Reminder. Profile reminder forces users to go to the profile page upon certain date each set below.
File Deletion
Here you can schedule deletion period and users can change it from the default value when uploading a file (limited by a maximum and minimum, also set here).