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ArticlesRecent activity by Lorrie Eriksen
Adding a Schedule(s) to an Event
NOTE: Please see the following article on Number of People being required when using Add New Schedule: Click Here for Article If you have a main event, such as a conference, wedding, etc. and wou...
Add Event Editor(s)
What is an Event Editor?Any non-Admin user (User or Sub Admin permission level) within your organization that has been added to an event as an event editor allowing them to edit the event, as neede...
Event Registration: Getting Started
Event Registration Features: Event Registration - During the Event Creation process, you can easily add a registration to any event and monitor/manage the registration activity. Website Integrati...
Adding and Managing Equipment
All Admins within Work Order Management have complete access and can manage equipment. However, if an Admin gives a Sub-Admin permission rights to manage equipment, they will also see the Setting...
Adding and Ordering Spaces
By adding SPACES, you can identify where a piece of equipment is located by location and space. This is very helpful if you have multiple pieces of the same equipment types (toilets, sinks, etc.) h...
Reset a User's Password
Admins, if your users are not getting their initial email with password information or having trouble resetting their password, you can reset their password for them! Go to SettingsBasicUsers, cli...
Users: Adding Users and Permissions
All Admins within Work Order Management have complete access and can manage their users and permissions. However, if an Admin gives a Sub-Admin permission rights to manage users, they will also see...
Work Order & Asset Management: Adding Equipment to a Work Order
After a work order has been submitted, Admins and Sub-Admins (based on user permissions given) can easily add equipment to the work order, based on the Location and Service Category selected. If th...
You now have full control of scheduling your event reminders! To add a reminder to your event, go to the event "Details" page (first page of the event creation process), then Optional Settings an...
General > Event Creation: Pre-Approval Settings
The Pre-Approval process requires an additional level (first look) of approval prior to the typical approval workflow. This approval is done by a designated Admin(s) and/or Sub-Admin(s) that can as...