THESE ARE ALL ARCHIVED MATERIALS AND WILL ONLY BE AVAILABLE FOR A LIMITED TIME. THE ORIGINAL EXERCISES ARE NOT INCLUDED HERE.
To access the new EventsAir Academy, please use the "Learn" button at the top right of EventsAir.
NOTE: These videos were recorded prior to Version 16, so EventsAir looks a little different. The navigation bar is now on the left-hand side (instead of along the bottom of the screen).
System Administrators are responsible for maintaining user access to EventsAir as well as setting up and managing standard libraries of information.
The Application Setup allows System Administrators to customize EventsAir and is only accessible to user with the user type ‘System Administrator’. Application Setup is accessed via the Event Selection screen.
Once in the Application Setup panel, you can access System Setup, Advanced Setup and Libraries.
2B.2.1.1 System Setup
The System Setup section allows you to configure the most important functions in EventsAir to get you and your team up and running. In this section, you can configure:
Users – create users, reset passwords, make users inactive and change permissions
Password Policy – set the policy regarding password strength
Event Groups – collect similar types of events into a group for reporting and filtering purposes
External Connections – add settings for external services and connections such as e-commerce gateways, custom email servers, live streaming integration and much more.
Offices – If you have a large organization or multiple branches, you can create Offices in EventsAir. This keeps a strong separation between offices but allows some users to access multiple offices and allows for cross-office reporting. You'll always have at least one office. In the settings for an office, you can also define your default Data Processing Consent text and Data Log Settings. As different offices may be in different jurisdictions, they can have different defaults. These are the default Data Consent and Data Log settings used for each new event for this office and can be overridden at an event level.
2B.2.2.1 Advanced Setup
The Advanced Setup section allows you to configure optional functions in EventsAir.
Here, you can access:
App Store – You can set styline and branding for all your apps here, and also add 'system level' apps to cover all your usage of EventsAir. (Usually these are custom apps and will be discussed during implementation.)
Custom Fields - Again, as you would for an event, Custom Fields can be created to collect additional information at an Application level. You can add Custom Fields for Events, Offices, Suppliers and Users.
Preferences – You can set your preferred text for when an attendee needs to reset their online password, and also set preferences for how invoice numbers are managed (either per event or centrally).
To learn more, watch the video below:
2B.2.3.1 Libraries
The Libraries section allows you to build up or edit standardized data that can be accessed across all your events. The 'master libraries' you can set here are:
Dietary Requirements – Define your master list of dietary requirements that can be used across all events
Amenities – the types of amenities a supplier or hotel may have (e.g. "Free WiFi") - used mainly for API integrations
Hotels & Suppliers – you can create hotel brands and chains and define all your regular hotels and suppliers. These Hotels & Suppliers can then be used within an event. You can also add hotels and suppliers directly within an event.
Room Types – you can define standard room types that can be linked to your library Hotels
Currency – you can add currencies to EventsAir
Languages – you can add languages and custom translations in various areas of EventsAir
Countries – you can edit the predefined list of countries
Ports – if you use the Travel Module, you can edit the predefined list of airports
Carriers – if you use the Travel Module, you can edit the predefined list of airlines
To learn more about how to set up Libraries, watch the video below:
2B.2.4.1
Next Steps
Great! You've completed this topic on Application Setup in EventsAir. In this topic, we've covered:
- Configuring Users, Password Policy, Event Groups and External Connections at the system level
- Advanced options: System Level apps, custom fields and preferences
- Creating Libraries for things you can use across all your events such as dietary options, hotels, suppliers, airlines, ports, currencies, languages, countries, and more