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.
Different User Rights in Eventscase
Approved Attendee
An approved attendee has completed the registration for an event. The fact that a person is registered for an event implies that this person has a user account within the corresponding platform. Approved attendees have the most basic rights and will not have access to any part related to the event’s configuration. They will only have access to a generic user area where they can edit their personal profile and consult information about the events they are registered for.
Content Editors
Content editors are people who have the ability to edit certain parts of an event for which they have been granted access to by the event organiser or the platform administrator. They cannot create new events themselves. For example, an event organiser can give permissions to a team of designers to enter the event dashboard and manage the website. In this way, the designers would only have access to the editing part of the website and would not be able to touch the settings of other products. Content editors are given access via Event Settings > User Rights.
Event Organiser
Event organisers are users who have the capability of creating new events within the platform, and essentially have full editing powers over the events they have created. An event organiser is assigned during contract initiation, but more can be added at any point by a platform administrator.
Both content editors and event organisers only have access to events for which they have been granted access to, or to events they have created themselves. Therefore, if there are several event organisers in a company and each person creates his or her own events, each of them would only be able to see the events they have created.
Platform Administrator
There are people who will have complete access to all events created on the platform and edit any of them. These people are the platform administrators. This is the highest access that can be given to users outside of the Eventscase team.
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.
