The Administrator Panel
If you were assigned administrator access to your platform, you will have access to the Admin panel which contains the following tabs:

Home

You can visualize charts with the following information: total sign-ups in the last 40 days, total emails sent in the last 40 days, total emails opened in the last 40 days and stats (total amounts) related to paid, ticketed events.
There are also four reports that you can download within this section: all users data, new users who have registered to only one event, recurrent users who have attended more than one event, and top industries.

Users

This list includes all user accounts that have been generated within your platform. This means that all attendees to your events will appear here along with some user accounts that are not associated to specific events (e.g., platform administrators).
You can filter the users list according to a specific event or according to date ranges of when accounts were created.
You may also download the users list in Excel or CSV format.
Every user account entry will appear as one row within the users list:
Clicking on the pencil icon will allow you to edit an user account. You can edit the assigned group as either Professional or Organiser.
Only accounts that have been assigned the Organiser group can create events and will have access to My Events and My Apps within the main platform menu.
You may also edit the profile information of each user account.
During a live event or whenever your attendees would need assistance logging into their accounts, you can actually edit a user account's password on the spot by writing a new password and clicking on Update.
Last but not least, you may delete user accounts from this tab by clicking on the trash bin icon.

Additional Profile Questions (formerly Global Questions)

Additional Profile Questions (APQ's) are associated with an attendee at the user level. You may add these questions to the registration form when attendees register within an event. Since APQ's are not associated with a specific event, you may get platform-wide analytics from users' responses to these questions. Once an APQ is answered, the system will store the response and the user will not have to re-enter the same information in the future.

User filters

User filters are APQ's that you may use as additional filters for the attendee list found within the event app or the ATTENDEES module of the website (for a specific event). To activate an APQ as a user filter, it has to be a closed-ended question and should be any of the following question types: Drop-down list, Multi-checkbox or Radio button.
To activate a user filter within a specific event, it must be added to the Registration Form as an APQ.
Here is how user filters would look like on the attendees list of the event app:
Here is how user filters would look like on the ATTENDEES module of the website:

Events

This list contains all events that were created within your platform irrespective of who has created them. The list will show the title, owner and date of the event. Click on the cogwheel icon or the event title to open the event dashboard in a separate tab. To edit the event within the same tab, click on the pencil icon.

Calendar

This tab will list your events in calendar format. Depending on the number of attendees, the colour of each event on the calendar will vary. You may filter the calendar according to week, month and year. Clicking on an event will take you to the event dashboard.

1-2-1 Events

You will see here a list of all events where the 1-2-1 MEETING SCHEDULER has been activated. By clicking on the cogwheel icon, you will be redirected to the 1-2-1 event dashboard/control panel. Please check the 1-2-1 Meeting Scheduler product to see a detailed guide on how to set up this product.

Terms & Conditions

All the Terms and Conditions that you add in this section will be common to all events created within your Platform. They will be displayed to the user during the registration process of an event. You can add, edit and deactivate the Terms and Conditions you need by using the table in this section.

Reporting

Download global reports related to attendees, transactions, tickets and meetings here. These reports pertain to the entire platform, and not just to a specific event.

File uploader

Upload images and files within this section. This serves as an in-platform cloud where you can upload images and files and extract a direct access link. The links you generate here can be embedded in website buttons. For example, you may upload the PDF agenda to this File uploader and embed its link within a Download PDF Agenda button on your website.
Last modified 4mo ago