Find Your Way Around the Workspace

You can edit your workspaces by opening them in the top navigation bar. If you do not see a corresponding menu, you do not have authorization. If you need this, you can contact your admin or our support team.

Once you have opened your workspace, you will first land on the workspace dashboard. Here you can view data on your events or view further settings and configurations for your event type.

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Workspace Settings

• Image: The image will be displayed in the overview of the parent event library or as the cover image when the library is activated.
• Branding: Here, individual branding settings for the workspace can be made, including logo, colors, and font for all events.
• Languages: Sets the default language to be used for all child events.
• Registration form: Define the registration form used by default for all child events here.
• Booking on request, e-ticket, show guest, and comments: Activate these features by default for all child events. The feature can be reactivated or deactivated individually for each event.
• Delivery notes: Delivery notes can be downloaded by the admin per booking when activated and can be used, for example, when tickets or other booked options need to be sent by mail.
• File attachments: File attachments can be configured as a condition for registration or as an attachment to the booking confirmation. For example, your privacy policy can be stored here.
• Additional promtsfor bookings: Additional prompts for bookings are queried per booking and not per contact like the information in the registration form. If a contact makes multiple bookings, they must provide this data again. These data cannot be deactivated per event.

Admin rights

You can access the permissions for this workspace from the workspace settings.

Event admins can be authorized directly within the workspace. Event admins are controlled via groups that can be configured in the settings of an event. After configuration, all event admins in the group have access. Event admins cannot edit the workspace.

• Event operator: This role can view the details of the assigned events. With this permission, bookings within the event can be edited, but not the event itself.
• Event admin: This role can create and manage assigned events within the corresponding workspace.

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Further Options

Organizations

Organizations can be added here. These can then be set as event contacts in the events in your workspace. In addition, you can specify which details should appear on the payment receipt for paid events.

Categories

Under categories, individual subgroups can be created for the respective workspace. The categories are displayed in the events of the respective workspace under Event Information. Categories are used for navigation and filtering on the platform.

Venues

Here, general venues for the workspace can be defined. If you want to enter multiple venues, you can upload a list using the import function. This simplifies event configuration and ensures the quality of location data.

Form templates

Form templates are predefined groups of form fields. The template can then be used in the events of the respective workspaces. This way, the standard fields do not have to be entered individually in each event, but the templates can be imported directly. In the workspace settings, a standard form can be selected to be used in all newly created events.

Account groups

Requirement: The events in your workspace must be restricted to accounts.

Using account groups, individual target groups for events can be created. For example, the same target group can be used for recurring events. Account groups can be used within an event for the following operations:

• You can use a predefined group of accounts to import contacts and then send invitations to these contacts
  Account groups can be used to import event contacts into the contact list.
• You can use a predefined group of accounts to restrict access to your event.
  ‍At the event level, under authorization groups, under access to the event website, only selected account groups can be allowed. With this setting, only users of the corresponding group have access to the event.

Add account to account group

1. Open the corresponding workspace
2. Select the "Account groups" menu item
3. Create a new account group or choose an existing one, select "Edit Accounts"
4. Add or remove accounts via email addresses
5. After a few minutes, an email will be sent to the admin account's email address, notifying about the success of the import.

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Bookings

Under "Bookings," cross-event exports can be generated. After defining the corresponding parameters such as timeframe or event status, the export is generated in Excel format for download. If there are more than 150 line entries, the export will be provided as a download link via email.

Subpage(s)

Subpages can only be used for workspaces with the library feature enabled. Subpages allow for the creation of individual pages where, for example, terms and conditions or other information about events in the library can be listed.

Media

Here, general images for the workspace can be stored. This can simplify the repeated recording of events with standardized image files.