In the Admin section, you are able to update your account's configuration settings, as well as add and remove information which is used throughout the program. Because these settings are account-wide, a user must have the System Admin role in order to access this part of the application.
To access the Admin section:
- Click your name in the upper-left.
- Click System Admin.
There are nine areas accessible in the menu along the left: Settings (general account-wide configuration, holidays, password policy, etc.), Roles, Users, Rooms, Emails, Events, and Misc. If you are using the Booking Portal, you will also see Booking Portal. To exit the admin section and return to the main application, click Exit Admin in the left menu.
In the Admin section, you are able to update these items (click an item for more information and step-by-step instructions):
- Account time zone
- Account Region and Currency
- Account Default Language
- Day of the week on which your account begins
- Fiscal year
- Set your account to use tax-inclusive pricing (such as VAT or GST)
- Paper size for documents
- Add Holiday sets to your calendar
- Enable and configure integrations
- Enable online payments
- Set up a payment gateway
- Enable the online exhibitor store
- Set a password policy
- Configure Single Sign-on
- Create Open API credentials
- Create, update, and assign permission roles
- Manage users
- Manage rooms
- Enable email logging
- Create and edit email templates
- Manage Booking Portals
- Manage event, account, and miscellaneous reference data and configuration:
- Customize Status Names
- Event Types
- Business Classifications
- Genres
- Reasons for Lost Business
- Probability of Closing
- Space Usages
- Set your contracts to require approval
- Enable Event Detail Change Tracking
- Set the Default Function Status
- Staff Assignments
- Contact Roles
- Manage Event Document Folders
- Manage Function Types
- Manage Salutations
- Lead Sources
- Market Segments
- Manage Email, Phone, and Address Types
- Task Types