EventR Wiki - User contributions [en]

How to add users to EventR via a spreadsheet

2026-08-19T13:14:11Z

Alexp:

[[File:New user dialog.png|thumb|Add new user dialog]]
[[File:Additonal user info setting.png|thumb|Additional user info setting on admin page]]
[[File:Users export.png|thumb|Example of a users CSV export opened in Numbers]]

== Export ==
From the [[ECH User Screen|user screen]], you can click on the button to Add a user. If you click on "Upload file", there is a button marked "Download Current User Data". You can export in either CSV Or XLS format.

== Import ==
The user spreadsheet import-export feature supports both CSV (comma separated variables) and XLS format. To get started we recommend downloading the existing user data, then editing the spreadsheet.
[[File:Upload tags.png|thumb|Example: Uploading department and groups]]
Groups can be added with a ',' between them, along with Departments, and Permissions.

If the system has [[user personal data]] turned on in Admin -> Settings, this information will appear too in the export.

If the user being added is new to EventR (e.g. a company email) you may edit the user personal data as an Administrator. However if they are a member of multiple teams or have a personal EventR app with the same email, this data cannot be modified in this way.
[[File:Upload user dialog.png|thumb|Upload users dialog]]
When you upload, it is important to have a First Name, Last name, and email address for every user - the Email address is required since that is where the invite will be sent to.

During the upload you may have a conflict, or a partial change. The system will present a dialog allowing you to confirm what you want to do before the upload actually happens.

If [[Departments and Groups]] are not already created, they can be created on the first screen. If you choose not to create them, the users will be added without them.

Once a spreadsheet has been uploaded, users will not receive the invite email until you check the box next to them and select "Invite".
[[Category:3.4.1]]
[[Category:Excel]]

Costing and Budgeting

2026-08-19T13:13:38Z

Alexp:

EventR supports a detailed and complex cost model for your events. It features

* Multiple currencies independently tracked
* Cost centre attribution
* Multiple parts per cost - so taxes, and cost breakdowns for a single purchase can be tracked
* A description
* [[wikipedia:Merchant_category_code|ISO18245 Merchant category codes]] for compatibility with third parties
* Optional user attribution
* Equivalent entries in a budget
* Approval status
* Invoice date

At the basic level costs accrue from all the sections to give you an overall amount spent in each currency. At present we make no attempt to convert currencies, though this might change in the future.
[[File:Itinerary Costing Tab.png|center|thumb|Itinerary Costing Tab]]
The Edit Costs screen also allows you to download and upload an Excel Spreadsheet of the costs to allow for simple import and export from third party systems.
[[File:Cost Ledger Screen.png|center|thumb|Cost Ledger Screen]]
[[Category:Excel]]

EventR Expense Guide

2026-08-19T13:13:17Z

Alexp:

{{Infobox Feature
| name = Expenses
| image = ExpenseFeature.jpg
| version = 3.0.0
| tier = Plus, Standard, Premium and Enterprise
}}

== Overview ==
EventR provides functionality for recording and managing expenses across the EventR ecosystem. We support two types of expenses: '''Distance''' and '''Standard'''. Distance expenses are used to record travel, allowing you to track journeys made by car, van, bicycle, or other modes of transport. Standard expenses cover all other types of spending. Together, these options provide a simple and flexible way for users to record and manage their expenses.

== Accessing Expenses ==
Gaining access to Expenses in EventR is controlled through a combination of organisation settings, your subscription tier, and assigned permissions. The available functionality depends on how expense tracking is configured and what level of access the user has.

To access and use expense functionality, the following conditions must be met:

==== 1. [[Expense tracking modes|Expense tracking mode]] ====

The mode must be set to 'Personal' or 'Approval'.

==== 2. User Permissions ====

The user must be assigned the '''“Add Expenses”''' permission within their role. This can be found inside the admin section on the permissions tab.

==== 3. Subscription Tier Access ====
Access to expense features also depends on the user’s subscription tier:

{| class="wikitable"
|-
! User tier
! Personal
! Approval
|-
| Team
| style="text-align:center;" | ❌
| style="text-align:center;" | ❌
|-
| Plus
| style="text-align:center;" | ✔
| style="text-align:center;" | ❌
|-
| Standard
| style="text-align:center;" | ✔
| style="text-align:center;" | ❌
|-
| Premium
| style="text-align:center;" | ✔
| style="text-align:center;" | ✔
|-
| Enterprise
| style="text-align:center;" | ✔
| style="text-align:center;" | ✔
|}

== Expenses in [[EventR Team Guide|EventR Team App]] ==
{| style="width:100%; margin:auto;"
|-
| style="width:60%; vertical-align:top;" |
You can manage your own personal expenses by pressing the Expense icon on the home page.

| style="width:40%; vertical-align:top;" |
[[File:EXPENSE 1.jpg|thumb|250px|Expense icon on home page]]

|-
| style="width:60%; vertical-align:top;" |
This takes you to a page displaying a list of your expenses. From here, you can add a new expense using the plus button in the bottom right corner, or view, edit, or delete existing expenses by selecting them from the list.

| style="width:40%; vertical-align:top;" |
[[File:EXPENSE 3.jpg|thumb|250px|Expense list page]]
|-
| style="width:60%; vertical-align:top;" |
When an expense is submitted with an image, it is processed by [[EventR AI]] to automatically extract relevant details. Once this process is complete, the AI Bobbin will appear on the expense card in the list view.

Selecting the expense from the list will take you to the edit page, where the AI-generated information is displayed. You’ll then have the option to update the expense using these suggested details.

| style="width:40%; vertical-align:top;" |[[File:Edit Expense.png|thumb|543x543px|Expense list page]][[File:EXPENSE 5.jpg|thumb|250x250px|Expense card with AI Bobbin]][[File:EXPENSE 6.jpg|thumb|516x516px|AI Expense Review]]

|}

== Expenses in [[EventR Enterprise Coordinator Hub Guide|ECH]] ==
To view existing expense submissions for your organisation, navigate to the [[ECH User Screen]] and select the [[EventR Enterprise Coordinator User Expenses tab|User Expenses tab]]. Here, you’ll see a table displaying all expenses for the currently selected itinerary. From this view, you can update the status of each expense, allowing you to approve or reject submissions as needed.
[[File:EXPENSES 4.png|thumb|945x945px]]
[[Category:3.4.1]]
[[Category:3.5.0]]
[[Category:Excel]]

EventR Enterprise Coordinator Hub Itinerary Planning Tab

2026-08-19T13:12:52Z

Alexp:

The Planning Tab allows you to work out exactly what is going on. By default it shows every Activity along the top in correct chronological order, and every team member down the left. The colour of the boxes indicate whether the user is allocated to the activity.
[[File:ECH Planner Tab Filtered by Accomodation and Flights.png|center|thumb|ECH Planner Tab Filtered by Accomodation and Flights]]
The Box colour can be one of the following:

* Dark Blue - day boundary
* Light green - assigned
* Dark Green - assigned, but with altered check in/check out
* White - unassigned
* Yellow - [[Booking statuses|Pending confirmation]]
* Grey - Cancelled

Along the top the [[Activity Category Tags|Activity Category]] colour will be used for the background if set. The timezone and time are shown next to the activity name, along with its Icon - this can be adjusted using the right pane button to configure view options.

The User's groups will also be shown as colours next to the name.

The top area allows for filtering by various groupings - use these to make it easier to focus on particular checks.

The columns can be sorted by clicking on the titles, this allows you to quickly find people who have not been correctly allocated.
[[File:Planner Screen Settings.png|thumb|Planner Screen Settings]]
The right pane can be broken out. It contains three options - the first shows details of the cell you have clicked on.

The Second contains a number of view controls:

* Table Header Controls - adjust the look and feel of the header
* Keep Icons Vertical - turned off the icons are shown rotated by the Angle of the headings
* Collapse empty days - this can be helpful if you have a long running itinerary with lots of empty space.
* Display section icons - turn on or off icons to save space.
* Display Visibility Icon - show the [[Activity visibility levels|Activity visibility level]] icon
* Display Timezone - remove the timezones by turning off
* Sort by end date sorts the top columns by end time, not start, which can be useful if you care about Arrivals.
* Display Only Start and End day for Hire Cars can help declutter the view.
* Colour Unique timings for accommodation section turns dark green back into light green regardless of checkout.
* Formatters adjust how date and times are formatted on the table.
* Name Format allows you to configure different name formatting options.

The third button allows you to export the table to an Excel document.
[[Category:Excel]]

Orders

2026-08-19T13:12:19Z

Alexp:

{{Infobox Feature
| name = Orders
| version = [[Release 3.4.1|3.4.1]] (BETA)
| tier = Standard, Premium and Enterprise
}}

= Overview =
The '''Orders''' feature allows users to create, manage, save, and generate request documents for both '''Accommodation''' and '''Flight''' bookings. It acts as a central workspace for collecting booking requirements, guest preferences, and order details related to an itinerary. Users can generate PDFs for sharing with suppliers, export order data to spreadsheets, and import existing booking data from exported files.

= Accessing Orders =
{| style="width:100%; margin:auto;"
|-
| style="width:60%; vertical-align:top;" |
To find the Orders functionality, select '''Create Order''' from the itinerary section in the ECH. This opens the Orders workspace in a full-screen modal.

On opening, users can select the type of order to create using the '''Order Type''' dropdown in the top bar:

- '''Accommodation''' - For hotel and accommodation requests

- '''Flight''' - For flight booking requests

| style="width:40%; vertical-align:top;" |[[File:Screenshot 2026-08-04 at 11.07.33.png|thumb|When you have no existing orders, button is located bottom centre.]][[File:Screenshot 2026-08-04 at 11.08.41.png|thumb|Button moves into the header when you have existing orders.]]
|}

= Managing Orders =
{| style="width:100%; margin:auto;"
|-
| style="width:60%; vertical-align:top;" |New orders begin as unsaved drafts until they are saved.
When creating a new order, the form is automatically pre-filled using information from the selected itinerary, including dates, location, and lead booker details where available. The agent notes field is pre-populated with a template relevant to the selected order type.

=== Layout Overview ===
The Orders workspace is divided into four main sections:

- Top Bar

- Sidebar

- Main Form

- Bottom Bar

== Top Bar ==

=== Order Type Selector ===
Dropdown to select the type of order to create when clicking "Create New":

- '''Accommodation''' - Hotel and accommodation booking requests

- '''Flight''' - Flight booking requests

Changing the selector does not affect the currently open order. The selected type applies to the next new order created.

=== Reset ===
Restores the currently selected order back to its last saved state.

If editing a new unsaved draft, the form will revert to its original pre-filled itinerary values.

=== Create New ===
Creates a new unsaved order draft of the type selected in the Order Type dropdown, while keeping the current modal open.

If unsaved changes exist, the user will be prompted to save or discard them before continuing.

The new order is automatically given a unique title based on the itinerary name.

=== Close ===
Closes the Orders modal.

If there are unsaved changes, the user will be prompted to save or discard the draft before closing.

== Sidebar ==
The sidebar contains all saved orders (both Accommodation and Flight) for the currently selected itinerary.

=== Search ===
Filters saved orders by order name.

=== Refresh ===
Reloads the latest orders from the server without closing the modal.

=== Order Entries ===
Displays all saved orders ordered by most recently updated first.

Each entry displays:

- Order name

- Order type tag ('''Accommodation''' or '''Flight''')

- Last modified date and time

Selecting a different order will load its saved data into the form and automatically switch the form to the correct type.

If unsaved changes exist, the user will be prompted to save or discard them before switching.

When no order is selected, the sidebar shows a '''Draft''' entry indicating an unsaved draft is being edited.

== Bottom Bar ==

=== Save ===
Saves the current order.

Once saved:

- The order becomes persistent

- It appears in the sidebar with the appropriate type tag

- Future edits can be restored using Reset

=== Delete / Discard Draft ===
Deletes the currently selected saved order. This action cannot be undone and requires confirmation.

If working on an unsaved draft, this button instead discards the draft and requires confirmation.

=== Generate PDF ===
Generates a PDF version of the current order using all entered form data. The PDF format adapts to the order type:

- '''Accommodation PDF''' - Includes hotel details, guest rooming assignments, check-in/check-out times, and contact information. Designed for sharing with hotels, accommodation providers, or booking agents.

- '''Flight PDF''' - Includes flight details, passenger list, airline information, departure and arrival details, and special requests. Designed for sharing with airlines, flight providers, or booking agents.

=== Export Format ===
Optional dropdown to select the export file format:

- '''XLSX''' (default)

- '''CSV'''

=== Export ===
Generates a downloadable spreadsheet of the current order's details. The exported file format adapts to the order type:

==== Accommodation Export ====
Includes:

- Team Name, Itinerary Name, Order Name

- Selected Hotel details (Name, Address, Check-In/Out Times, Telephone)

- Guest table with: Guest Names, Check-In Date/Time, Check-Out Date/Time, Room Type, Booking Reference

==== Flight Export ====
Includes:

- Team Name, Itinerary Name, Order Name

- Flight details (Airline, Cabin Class, Flight Number, Departure Date/Time & Airport, Arrival Date/Time & Airport)

- Passenger table with: Passenger Names, Booking Reference

=== Import ===
Imports order data from a previously exported XLSX or CSV file. The system automatically detects whether the file contains Accommodation or Flight data and populates the corresponding section form.

==== Accommodation Import ====
Imports hotel details, guest room assignments, check-in/check-out dates, room types, and booking references. Creates a new hotel in the itinerary and associates it with the imported order. Validates guest names against current itinerary members, date formats, and room date logic.

==== Flight Import ====
Imports flight details including airline, cabin class, flight number, departure/arrival airports and dates, and passenger list. Creates a new flight in the itinerary and associates it with the imported order. Validates passenger names against current itinerary members, airport codes, date formats, and cabin class values.If validation errors are found during import, they are displayed in a dialog showing a spreadsheet preview of the imported data with errors highlighted, allowing the user to identify and fix issues before re-importing.

[[Itinerary Section Template Import|Itinerary Sections Import Guidelines]]

== General Form Fields ==
These fields are shared across both Accommodation and Flight order types.

=== Order Name * ===
The title of the order.

This is used:

- In the sidebar list

- As the PDF title

- To help identify booking requests

Examples:

- "Trip to Milan"

- "Barcelona Conference Accommodation"

- "London Team Flight Bookings"

=== Lead Booker Contact Name ===
The primary contact person responsible for the booking request. Typically pre-filled using the current user profile.

=== Lead Booker Phone Number ===
The primary contact phone number for suppliers to use when responding to the request.

=== Lead Booker Contact Email ===
The main email address suppliers should use for communication. Usually pre-filled from the logged-in user profile.

=== Additional Emails ===
Optional comma-separated email addresses that should also receive communications or copies of the generated PDF.

Example: <code>ops@company.com, travel@company.com</code>

=== Event Location ===
The destination, venue, or event location related to the booking request. Uses an interactive map address selector.

=== Stay Dates * ===
The date range for the booking. Typically pre-filled from the itinerary dates.

=== Response Due Date ===
The deadline by which suppliers or agents should respond to the request.

=== Additional Information for Agent ===
Free-text notes intended for suppliers or booking agents. Character limit of 1024 with a remaining character counter.

This content is included in the generated PDF. The field is pre-populated with a template based on the order type:

==== Accommodation template ====

- Desired room type

- Required services (wifi, parking, breakfast etc)

- Additional requests

==== Flight template ====

- Special meal requirements

- Seat preferences

- Additional requests

=== Team Internal Comments ===
Internal-only notes visible to EventR users. Intended for operational or planning purposes and not shared with suppliers.

Examples:

- Internal approval notes

- Supplier preferences

- Budget discussions

- Booking reminders

== Accommodation-Specific Fields ==

=== Select Accommodations ===
Selects an existing hotel/accommodation item from the itinerary.

When selected:

- Related guest information can be used

- Room counts may auto-populate based on assigned guests

- Guest data can be included in the generated PDF

=== Number of Rooms Required ===
The total number of rooms required for the stay. May automatically populate based on the selected hotel's guest assignments, but can also be edited manually.

=== Maximum Number of Hotels to Split \* ===
Defines how many separate hotels the booking can be split across. Options: 1, 2, 3, or 4.

Examples:

- <code>1</code> = all guests must stay in the same hotel
- <code>2</code> = guests may be split between two hotels

=== Maximum Distance from Event ===
Optional distance limit between the accommodation and the event location.

# Examples: "5km", "15 minute walk"

=== Minimum Cost per Night per Room ===
Optional minimum nightly room budget. Useful when requesting accommodation within a preferred pricing range.

=== Maximum Cost per Night per Room ===
Optional maximum nightly room budget. Helps suppliers avoid quoting accommodation outside budget requirements.

== Flight-Specific Fields ==

=== Select Pending Flight ===
Selects an existing pending flight from the itinerary.

When selected, the form is automatically pre-populated with:

- Flight number/booking reference

- Airline name

- Departure airport

- Arrival airport

- Departure date and time

- Arrival date and time

- Number of passengers

Only flights currently marked as '''Pending''' are available.

=== Flight Number ===
The flight booking reference number. May be pre-filled from the selected flight.

=== Airline ===
The airline operating the flight. May be pre-filled from the selected flight.

=== Number of Passengers ===
The total number of passengers for the flight. May automatically populate based on the selected flight's passenger list, but can also be edited manually.

=== Cabin Class ===
The requested cabin class for the flight. Options:

- Economy

- Premium Economy

- Business

- First

=== Departure Airport ===
The departure airport for the flight. Uses an interactive airport selector with search functionality. May be pre-filled from the selected flight.

=== Arrival Airport ===
The arrival airport for the flight. Uses an interactive airport selector with search functionality. May be pre-filled from the selected flight.

=== Departure Date ===
The departure date and time for the flight. Uses a date/time picker with warning indicators for dates outside the event range. May be pre-filled from the selected flight.

=== Arrival Date ===
The arrival date and time for the flight. Uses a date/time picker with warning indicators for dates outside the event range. May be pre-filled from the selected flight.

== Draft Handling ==
Orders support unsaved drafts.

If the user attempts to:

- Close the modal

- Switch orders

- Refresh data

- Create a new draft

- Change the order type (while in unsaved draft mode)

while unsaved changes exist, EventR will prompt the user to:

- Save changes

- Discard changes

This helps prevent accidental data loss.
| style="width:40%; vertical-align:top;" |[[File:Screenshot 2026-08-04 at 11.11.05.png|thumb|Example: Draft order]][[File:Screenshot 2026-08-04 at 11.19.48.png|thumb|Multiple orders view with type tags]]
|}
[[Category:3.4.1]]
[[Category:Excel]]

How to add users to EventR via a spreadsheet

2026-08-19T12:12:47Z

Alexp:

Itineraries

2026-08-14T21:44:11Z

Alexp:

An Itinerary is a collection of Activities, spanning a time period in a location.

This is the basic unit of organisation in day to day operations in EventR.

Itineraries are made up of the following:

* Members - people doing the collaborative task
* Activities
* Flights and Transport
* Accommodation

They have many properties:

* A date time range - this is used as a guide for all date times in the event
* The Itinerary location - this is used to anchor the itinerary for activity searches. Note an itinerary does not need to have a specific location, but it generally helps the system if one can be provided, as all timezones and locations will default to around these details
* A timezone - this is used as the default. If an itinerary is copied to a new timezone, everything in it will inherit the new timezone default as a base.
* An Additional information field, used for extra information for everyone. This can be [[Markdown and Hyperlink Support|markdown]] so can be quite rich in content.

They can be duplicated using the Copy from Existing Itinerary feature.

They can also be tagged into groups for organisation.

EventR uses itineraries to group users to tasks, and they are core to the Event Model.

Itineraries

2026-08-14T21:43:35Z

Alexp:

An Itinerary is a collection of Activities, spanning a time period in a location.

This is the basic unit of organisation in day to day operations in EventR.

Itineraries are made up of the following:

* Members - people doing the collaborative task
* Activities
* Flights and Transport
* Accommodation

They have many properties:

* A date time range - this is used as a guide for all date times in the event
* The Itinerary location - this is used to anchor the itinerary for activity searches. Note an itinerary does not need to have a specific location, but it generally helps the system if one can be provided, as all timezones and locations will default to around these details
* A timezone - this is used as the default. If an itinerary is copied to a new timezone, everything in it will inherit the new timezone default as a base.
* An Additional information field, used

They can be duplicated using the Copy from Existing Itinerary feature.

They can also be tagged into groups for organisation.

EventR uses itineraries to group users to tasks, and they are core to the Event Model.

Why is my user not seeing the right information?

2026-08-13T14:42:15Z

Alexp:

You've set everything up, but you're not seeing anything! Here are a series of tips to make sure everything is set up right:

Firstly ensure the user has actually signed up. When you add a [[ECH User Screen|user to the ECH]] it is important to send the invite email from the user screen and ensure they have a "Last Seen" time next to their name.

Once they are in the system, if they have no itineraries visible you must confirm [[How to swap teams|they joined the right team]]. If not get them in the right team.

Follow the steps in [[How to create your first itinerary in the ECH]].

Check if:

* The Itinerary may be marked not [[How to create your first itinerary in the ECH#Visibility|visible]].
* The user in question has not been [[How to create your first itinerary in the ECH#Members|added to the itinerary]].
* The [[How to create your first itinerary in the ECH#Update App|update app]] has been pressed.
* The app itinerary last updated matches the version in the ECH
* Pull to review
* The user has connectivity!

== How to check the Itinerary Version ==
Every time your itinerary is published, it gets an incrementing number. This number will not necessarily be contiguous, but it will be different. To find the number in the ECH put your mouse over the Update App button like so:
[[File:ECH Itinerary version location.png|alt=Mouse over the "Update App" button and this will appear - Itinerary Version|center|thumb|Mouse over the "Update App" button and this will appear]]
In the app this information can be found on the summary screen by tapping on "Updated" :
[[File:Updated At in app for Itinerary Version.png|alt=Tap on this area to show the complete Itinerary version information|center|thumb|Tap on this area to show the complete Itinerary version information]]

Which will reveal:
[[File:The full itinerary version information in App.png|alt=The full itinerary version information in app|center|thumb|The full itinerary version information in app]]
In the above examples you can see the version is 1067, so they are in sync.
[[Category:FAQ]]

Why is my user not seeing the right information?

2026-08-13T14:41:50Z

Alexp:

You've set everything up, but you're not seeing anything! Here are a series of tips to make sure everything is set up right:

Firstly ensure the user has actually signed up. When you add a [[ECH User Screen|user to the ECH]] it is important to send the invite email from the user screen and ensure they have a "Last Seen" time next to their name.

Once they are in the system, if they have no itineraries visible you must confirm [[How to swap teams|they joined the right team]]. If not get them in the right team.

Follow the steps in [[How to create your first itinerary in the ECH]].

Check if:

* The Itinerary may be marked not [[How to create your first itinerary in the ECH#Visibility|visible]].
* The user in question has not been [[How to create your first itinerary in the ECH#Members|added to the itinerary]].
* The [[How to create your first itinerary in the ECH#Update App|update app]] has been pressed.
* The app itinerary last updated matches the version in the ECH
* The user has connectivity!

== How to check the Itinerary Version ==
Every time your itinerary is published, it gets an incrementing number. This number will not necessarily be contiguous, but it will be different. To find the number in the ECH put your mouse over the Update App button like so:
[[File:ECH Itinerary version location.png|alt=Mouse over the "Update App" button and this will appear - Itinerary Version|center|thumb|Mouse over the "Update App" button and this will appear]]
In the app this information can be found on the summary screen by tapping on "Updated" :
[[File:Updated At in app for Itinerary Version.png|alt=Tap on this area to show the complete Itinerary version information|center|thumb|Tap on this area to show the complete Itinerary version information]]

Which will reveal:
[[File:The full itinerary version information in App.png|alt=The full itinerary version information in app|center|thumb|The full itinerary version information in app]]
In the above examples you can see the version is 1067, so they are in sync.
[[Category:FAQ]]

Roles and access

2026-08-05T14:45:50Z

Alexp:

Depending on your tier level EventR has a complex Role and Claims permission system. For Premium and Enterprise users you can create new roles with different permissions based on the granular claims available. They are all found in the [[ECH Admin Screen]] in the [[ECH Admin Screen#Permissions|Permissions]] Tab.

The system defines the following default roles

* User - default access for all invited users. Can access the [[EventR Team Guide|EventR Team App]] and edit [[itineraries]]
* Admin - can access the [[EventR Enterprise Coordinator Hub Guide|ECH]]
* Guest - read only personal itinerary view, with no visibility of team information
* Owner - the original creator of the team, and given full access. To change the owner, please [mailto:support@softpauer.com contact support].

Roles are assigned on the [[ECH User Screen]] in the user details overlay. Roles are cumulative, so you can create Roles for areas of the system and then combine them.

Roles can also have permissions to do things on particular [[Itinerary Tags|itinerary tags]] or [[General Activity Screen layouts|Sections]].
== How to create an Admin ==
[[File:Changing a user's role from the ECH.png|alt=Changing a user's role from the ECH|center|thumb|Changing a user's role from the ECH]]
Admins are the most common role type you want to assign. To promote a normal user to Admin you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. So make sure the "Admin" box has a check next to it and press Save. The user should log out and in again after being given a new role.

Roles and access

2026-08-05T14:45:02Z

Alexp:

Depending on your tier level EventR has a complex Role and Claims permission system. For Premium and Enterprise users you can create new roles with different permissions based on the granular claims available. They are all found in the [[ECH Admin Screen]] in the [[ECH Admin Screen#Permissions|Permissions]] Tab.

The system defines the following default roles

* User - default access for all invited users. Can access the [[EventR Team Guide|EventR Team App]] and edit [[itineraries]]
* Admin - can access the [[EventR Enterprise Coordinator Hub Guide|ECH]]
* Guest - read only personal itinerary view, with no visibility of team information
* Owner - the original creator of the team, and given full access. To change the owner, please [mailto:support@softpauer.com contact support].

Roles are assigned on the [[ECH User Screen]] in the user details overlay. Roles are cumulative, so you can create Roles for areas of the system and then combine them.

Roles can also have permissions to do things on particular [[Itinerary Tags|itinerary tags]] or Sections.
== How to create an Admin ==
[[File:Changing a user's role from the ECH.png|alt=Changing a user's role from the ECH|center|thumb|Changing a user's role from the ECH]]
Admins are the most common role type you want to assign. To promote a normal user to Admin you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. So make sure the "Admin" box has a check next to it and press Save. The user should log out and in again after being given a new role.

Roles and access

2026-08-05T14:44:12Z

Alexp:

Depending on your tier level EventR has a complex Role and Claims permission system. For Premium and Enterprise users you can create new roles with different permissions based on the granular claims available. They are all found in the [[ECH Admin Screen]] in the [[ECH Admin Screen#Permissions|Permissions]] Tab.

The system defines the following default roles

* User - default access for all invited users. Can access the [[EventR Team Guide|EventR Team App]] and edit [[itineraries]]
* Admin - can access the [[EventR Enterprise Coordinator Hub Guide|ECH]]
* Guest - read only personal itinerary view, with no visibility of team information
* Owner - the original creator of the team, and given full access. To change the owner, please [mailto:support@softpauer.com contact support].

Roles are assigned on the [[ECH User Screen]] in the user details overlay. Roles are cumulative, so you can create Roles for areas of the system and then combine them.

Roles can also have permissions to do things on particular [[Itinerary Tags|itinerary tags]] or Sections.
== How to create an Admin ==
[[File:Changing a user's role from the ECH.png|alt=Changing a user's role from the ECH|center|thumb|Changing a user's role from the ECH]]
Admins are the most common role type you want to assign. To promote a normal user to Admin you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. So make sure the "Admin" box has a check next to it and press Save. The user should log out and in again after this change has been made.

Roles and access

2026-08-05T14:40:19Z

Alexp:

Depending on your tier level EventR has a complex Role and Claims permission system. For Premium and Enterprise users you can create new roles with different permissions based on the granular claims available. They are all found in the [[ECH Admin Screen]] in the [[ECH Admin Screen#Permissions|Permissions]] Tab.

The system defines the following default roles

* User - default access for all invited users. Can access the [[EventR Team Guide|EventR Team App]] and edit [[itineraries]]
* Admin - can access the [[EventR Enterprise Coordinator Hub Guide|ECH]]
* Guest - read only personal itinerary view, with no visibility of team information
* Owner - the original creator of the team, and given full access. To change the owner, please [mailto:support@softpauer.com contact support].

== How to create an Admin ==
[[File:Changing a user's role from the ECH.png|alt=Changing a user's role from the ECH|center|thumb|Changing a user's role from the ECH]]
Admins are the most common role type you want to assign. To promote a normal user to Admin you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. So make sure the "Admin" box has a check next to it and press Save. The user should log out and in again after this change has been made.

Roles and access

2026-08-05T14:37:27Z

Alexp:

Depending on your tier level EventR has a complex Role and Claims permission system. For Premium and Enterprise users you can create new roles with different permissions based on the granular claims available. They are all found in the [[ECH Admin Screen]] in the [[ECH Admin Screen#Permissions|Permissions]] Tab.

The system defines the following default roles

* User - default access for all invited users. Can access the [[EventR Team Guide|EventR Team App]] and edit [[itineraries]]
* Admin - can access the [[EventR Enterprise Coordinator Hub Guide|ECH]]
* Guest - read only personal itinerary view, with no visibility of team information
* Owner - the original creator of the team, and given full access. To change the owner, please [mailto:support@softpauer.com contact support].

== How to create an Admin ==
[[File:Changing a user's role from the ECH.png|alt=Changing a user's role from the ECH|center|thumb|Changing a user's role from the ECH]]
To actually create an admin, you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. For instance, to make a user an admin, make sure the "Admin" box has a check next to it.

Roles and access

2026-08-05T14:36:51Z

Alexp:

Depending on your tier level EventR has a complex Role and Claims permission system. For Premium and Enterprise users you can create new roles with different permissions based on the granular claims available. They are all found in the [[ECH Admin Screen]] in the [[ECH Admin Screen#Permissions|Permissions]] Tab.

The system defines the following default roles

* User - default access for all invited users. Can access the [[EventR Team Guide|EventR Team App]] and edit [[itineraries]]
* Admin - can access the [[EventR Enterprise Coordinator Hub Guide|ECH]]
* Guest - read only personal itinerary view, with no visibility of team information
* Owner - the original creator of the team, and given full access. To change the owner, please [mailto:support@softpauer.com contact support].

== How to create an Admin ==
[[File:Changing a user's role from the ECH.png|alt=Changing a user's role from the ECH|center|thumb|Changing a user's role from the ECH]]
To actually create an admin, you must use the [[ECH User Screen]]. Select the user from the list and then select the role drop down. A user can be assigned multiple roles, which will add permissions to what they can do in the system. To make a user an admin, make sure the "Admin" box has a check next to it.

File:Changing a user's role from the ECH.png

2026-08-05T14:34:58Z

Alexp:

Changing a user's role from the ECH

How to swap teams

2026-08-03T12:49:14Z

Alexp:

[[Organisations and Teams|Teams]] are core to what the user sees. All the itineraries, permissions and configuration are managed at the team level so users must have the correct team selected to see the right information. If they create their user manually they might make a new team of their own accidentally. They will need to swap team to correct this.

== How to change your team in the EventR Team App ==
EventR Teams can be created by anyone. When someone creates a Team, they become its "[[Roles and access|owner]]" giving them the ability to invite others, and manage the team.

Any user can also be a member of many teams. To change team go to the Account page in the [[EventR Team Guide|EventR Team App]], and select "Swap Team":
[[File:Swap Team Screen in App.png|center|thumb|EventR Team "Swap Team" Screen]]
You can also use this screen to create a new team for yourself by pressing the "+" in the top right. If you create a team this way it will be the logged in account that is Owner. Only one team can be created per account.

In the [[EventR Enterprise Coordinator Hub Guide|EventR Enterprise Coordinator Hub]] you can swap team by clicking on the team name in the top right hand corner (assuming you have another team to go to).

We have found some people create their own team, when they mean to join a larger one. This will not be a problem as they can swap teams afterwards using this screen after being [[How to Add a User to EventR|invited]].

== How to change Teams in the ECH ==
The team selection screen allows you to change team if you are a member of multiple teams. A padlock icon next to the team means that Team does not have a pricing tier that enables ECH use, and can only work from the app. The Owner of the organisation must purchase a suitable tier to gain access.
[[File:ECH_Team_Selection_Screen.png|center|thumb|492x492px|ECH Team Selection Screen]]
[[Category:FAQ]]

Category:FAQ

2026-08-03T12:48:44Z

Alexp: Created page with "All pages that are useful to general operations can be found here."

All pages that are useful to general operations can be found here.

Why is my user not seeing the right information?

2026-08-03T12:48:11Z

Alexp:

You've set everything up , but you're not seeing anything! Here are a series of tips to make sure everything is set up right:

Firstly ensure the user has actually signed up. When you add a [[ECH User Screen|user to the ECH]] it is important to send the invite email from the user screen and ensure they have a "Last Seen" time next to their name.

Once they are in the system, if they have no itineraries visible you must confirm [[How to swap teams|they joined the right team]]. If not get them in the right team.

Follow the steps in [[How to create your first itinerary in the ECH]].

Check if:

* The Itinerary may be marked not visible.
* The user in question has not been added to the itinerary.
* The app update has been pressed.
* The app itinerary last updated matches the version in the ECH
* The user has connectivity!

== How to check the Itinerary Version ==
Every time your itinerary is published, it gets an incrementing number. This number will not necessarily be contiguous, but it will be different. To find the number in the ECH put your mouse over the Update App button like so:
[[File:ECH Itinerary version location.png|alt=Mouse over the "Update App" button and this will appear - Itinerary Version|center|thumb|Mouse over the "Update App" button and this will appear]]
In the app this information can be found on the summary screen by tapping on "Updated" :
[[File:Updated At in app for Itinerary Version.png|alt=Tap on this area to show the complete Itinerary version information|center|thumb|Tap on this area to show the complete Itinerary version information]]

Which will reveal:
[[File:The full itinerary version information in App.png|alt=The full itinerary version information in app|center|thumb|The full itinerary version information in app]]
In the above examples you can see the version is 1067, so they are in sync.
[[Category:FAQ]]

Why is my user not seeing the right information?

2026-08-03T12:47:53Z

Alexp:

You've set everything up , but you're not seeing anything! Here are a series of tips to make sure everything is set up right:

Firstly ensure the user has actually signed up. When you add a [[ECH User Screen|user to the ECH]] it is important to send the invite email from the user screen and ensure they have a "Last Seen" time next to their name.

Once they are in the system, if they have no itineraries visible you must confirm [[How to swap teams|they joined the right team]]. If not get them in the right team.

Follow the steps in [[How to create your first itinerary in the ECH]].

Check if:

* The Itinerary may be marked not visible.
* The user in question has not been added to the itinerary.
* The app update has been pressed.
* The app itinerary last updated matches the version in the ECH
* The user has connectivity!

== How to check the Itinerary Version ==
Every time your itinerary is published, it gets an incrementing number. This number will not necessarily be contiguous, but it will be different. To find the number in the ECH put your mouse over the Update App button like so:
[[File:ECH Itinerary version location.png|alt=Mouse over the "Update App" button and this will appear - Itinerary Version|center|thumb|Mouse over the "Update App" button and this will appear]]
In the app this information can be found on the summary screen by tapping on "Updated" :
[[File:Updated At in app for Itinerary Version.png|alt=Tap on this area to show the complete Itinerary version information|center|thumb|Tap on this area to show the complete Itinerary version information]]

Which will reveal:
[[File:The full itinerary version information in App.png|alt=The full itinerary version information in app|center|thumb|The full itinerary version information in app]]
In the above examples you can see the version is 1067, so they are in sync.

File:The full itinerary version information in App.png

2026-08-03T12:47:07Z

Alexp:

The full itinerary version information in App

File:Updated At in app for Itinerary Version.png

2026-08-03T12:45:10Z

Alexp:

Updated At in app for Itinerary Version

File:ECH Itinerary version location.png

2026-08-03T12:41:40Z

Alexp:

ECH Itinerary version location

Why is my user not seeing the right information?

2026-08-03T07:48:06Z

Alexp:

Why is my user not seeing the right information?

2026-08-03T07:45:03Z

Alexp:

Why is my user not seeing the right information?

2026-08-03T07:44:13Z

Alexp:

ECH Team Selection

2026-08-03T07:43:19Z

Alexp: Redirected page to How to swap teams

#redirect [[How to swap teams]]

How to swap teams

2026-08-03T07:41:33Z

Alexp:

Why is my user not seeing the right information?

2026-08-03T07:37:43Z

Alexp: Created page with "You've set everything up , but you're not seeing anything! Here are a series of tips to make sure everything is set up right: Firstly ensure the user has actually signed up. When you add a user to the ECH it is important to send the invite email from the user screen and ensure they have a "Last Seen" time next to their name. Once they are in the system, if they have no itineraries visible you must confirm they joined the right team"

ECH User Screen

2026-08-03T07:34:32Z

Alexp:

The User screen is the second button on the side bar, and manages all the users in your organisation.

=== List Tab ===
Add Users via a form or [[How to add users to EventR via a spreadsheet|via a spreadsheet]]. You can also create and manage your [[departments and groups]] which are used to speed up assignments. [[Roles and access|Permissions]] can also be edited here including adding new roles.

[[File:ECH User Screen.png|thumb|Enterprise Coordinator Hub User Screen|center|717x717px]]'''IMPORTANT:''' Once a user is user is added from the ECH, they will not be in the system as they will not have received the joining email.

This is so you can add users, set them up and then invite them. Select the users using the left most boxes and then press "Invite". See [[How to Add a User to EventR|how to add users to EventR]] for more ways of building your team.

The '''Last Seen''' column is also useful in this regard. It allows you to know when users have actually set up the app, and logged in.<div style="clear:both">

=== Access Requests Tab ===
Access requests from users following [[How to share an itinerary via share link and QR Code|an access link]] will turn up in this tab where they must be approved before they can see anything in the team.

<div style="clear:both">

=== User Expenses ===
User expenses when submitted turn up here for approval. See [[EventR Expense Guide]] for a full description of how expenses work in EventR

[[File:ECH Users Expenses Tab.png|thumb|ECH Users Expenses Tab|center|715x715px]]
<div style="clear:both">
[[Category:ECH]]
[[Category:Screen]]

ECH User Screen

2026-08-03T07:32:05Z

Alexp:

The User screen is the second button on the side bar, and manages all the users in your organisation.

=== List Tab ===
Add Users via a form or [[How to add users to EventR via a spreadsheet|via a spreadsheet]]. You can also create and manage your [[departments and groups]] which are used to speed up assignments. [[Roles and access|Permissions]] can also be edited here including adding new roles.

[[File:ECH User Screen.png|thumb|Enterprise Coordinator Hub User Screen|center|717x717px]]'''IMPORTANT:''' Once a user is user is added from the ECH, they will not be in the system as they will not have received the joining email.

This is so you can add users, set them up and then invite them. Select the users using the left most boxes and then press "Invite". See [[How to Add a User to EventR|how to add users to EventR]] for more ways of building your team.<div style="clear:both">

=== Access Requests Tab ===
Access requests from users following [[How to share an itinerary via share link and QR Code|an access link]] will turn up in this tab where they must be approved before they can see anything in the team.

<div style="clear:both">

=== User Expenses ===
User expenses when submitted turn up here for approval. See [[EventR Expense Guide]] for a full description of how expenses work in EventR

[[File:ECH Users Expenses Tab.png|thumb|ECH Users Expenses Tab|center|715x715px]]
<div style="clear:both">
[[Category:ECH]]
[[Category:Screen]]

EventR Enterprise Coordinator Hub Guide

2026-08-03T07:26:50Z

Alexp:

The EventR Enterprise Coordinator Hub is the premium interface for coordination. With it you can quickly work with huge teams, assigning them tasks, transport and everything they need to perform their tasks.

== Getting Started ==

- [[EventR Enterprise Coordinator Hub Features]]

- [[Permissions Tab|EventR Team and Coordinator Hub Configuration]]

- [[How to add a user to EventR]]

- [[How to create your first itinerary]]

- [[How to use Transport for car allocation]]

[[How to Book a Hotel through EventR|- How to Book a Hotel through EventR]]

- [[Why is my user not seeing the right information?]]

=== Part of multiple teams? ===

If you are a member of multiple teams, the team name will become a button which accesses the [[ECH Team Selection]] screen.

How to swap teams

2026-08-03T07:14:07Z

Alexp:

EventR Teams can be created by anyone. When someone creates a Team, they become its "[[Roles and access|owner]]" giving them the ability to invite others, and manage the team.

Any user can also be a member of many teams. To change team go to the Account page in the [[EventR Team Guide|EventR Team App]], and select "Swap Team":
[[File:Swap Team Screen in App.png|center|thumb|EventR Team "Swap Team" Screen]]
You can also use this screen to create a new team for yourself by pressing the "+" in the top right. If you create a team this way it will be the logged in account that is Owner. Only one team can be created per account.

In the [[EventR Enterprise Coordinator Hub Guide|EventR Enterprise Coordinator Hub]] you can swap team by clicking on the team name in the top right hand corner (assuming you have another team to go to).

We have found some people create their own team, when they mean to join a larger one. This will not be a problem as they can swap teams afterwards using this screen after being [[How to Add a User to EventR|invited]].

How to swap teams

2026-08-03T07:10:50Z

Alexp:

EventR Teams can be created by anyone. When someone creates a Team, they become its "[[Roles and access|owner]]" giving them the ability to invite others, and manage the team.

Any user can also be a member of many teams. To change team go to the Account page in the [[EventR Team Guide|EventR Team App]], and select "Swap Team":
[[File:Swap Team Screen in App.png|center|thumb|EventR Team "Swap Team" Screen]]
You can also use this screen to create a new team for yourself by pressing the "+" in the top right. If you create a team this way it will be the logged in account that is Owner. Only one team can be created per account.

In the [[EventR Enterprise Coordinator Hub Guide|EventR Enterprise Coordinator Hub]] you can swap team by clicking on the team name in the top right hand corner (assuming you have another team to go to).

We have found some people create their own team, when they mean to join a larger one. This is fine, but they need to use this screen to swap to the correct team after being [[How to Add a User to EventR|invited]].

ECH Accommodation Tab

2026-07-27T11:45:50Z

Alexp:

The Accommodation tab in the ECH is where you add all of the details for your stay. Select '+ New Accommodation', give it a name and define what type of accommodation it is (e.g Hotel, Airbnb, Hostel etc). Set check-in and check-out dates/times along with any other additional information that your users may need. You can then add guests by name and booking reference, specifying room type and costs associated.
[[File:Accommodation.png|center|thumb|700x700px]]The Accommodation page also contains access to the [[Rooming Lists]] feature, allowing users to create, manage, save, and generate accommodation request PDFs for hotels or accommodation suppliers.

In this space we also display featured hotels on the right side of the screen, in case you're having trouble finding a hotel of your own. You can book one through our official partner, Hotelplanner.

== Hotel Booking System ==
Simply click 'Book Hotel', then specify a destination and date range. The search feature will then return suggested hotels subject to the filtering system located on the left side of the page, which filters by star rating, user rating, price range and can sort by price, rating and proximity to itinerary event.
[[File:Hotel Booking System.png|center|thumb|696x696px|'Book Hotel' Page]]
Selecting 'See Description' on your desired hotel will then present you with detailed descriptions of the property and its amenities, alongside with miscellaneous fees, a map and pictures.

At the bottom of the page a summary can be found, alongside the 'Book Now' button!

If you have more complex orders - we have a site here that can [https://eventr.hotelplanner.com/ contact an agent] that can manage group travel requirements.

There is also [[Hotel Booker in EventR Team App|Hotel Booking]] in the App if you're on the move.

Category:App

2026-07-27T11:44:52Z

Alexp: Created page with "For pages on the EventR Team App features"

For pages on the EventR Team App features

Hotel Booker in EventR Team App

2026-07-27T11:44:25Z

Alexp:

[[File:Hotel Booking Interface.png|center|thumb|433x433px|Hotel Booking screen]]
EventR features a full hotel booking service currently provided by our partners Hotel Planner, who manage the physical booking of rooms. We have integrated the service to make booking for the team as fast and seamless as possible, so if you add accommodation you can book for your team quickly and easily.

In addition we support [[Rooming Lists|rooming orders]] that allow you to quickly create an order for your travel agents with all the details from EventR. These are particularly useful with large groups.

More detailed information on the Hotel Booker can be found [[ECH Accommodation Tab|here]].

If you have more complex requirements we have a site that gives access to group booking service [https://eventr.hotelplanner.com/ here].
[[Category:Feature]]
[[Category:App]]
[[Category:EventR Team]]

Hotel Booker

2026-07-27T11:44:02Z

Alexp: Alexp moved page Hotel Booker to Hotel Booker in EventR Team App

#REDIRECT [[Hotel Booker in EventR Team App]]

Hotel Booker in EventR Team App

2026-07-27T11:44:02Z

Alexp: Alexp moved page Hotel Booker to Hotel Booker in EventR Team App

Hotel Booker in EventR Team App

2026-07-27T11:43:50Z

Alexp:

ECH Accommodation Tab

2026-07-27T11:42:41Z

Alexp:

Activity Card

2026-07-27T10:30:01Z

Alexp:

[[File:Activity Card.png|thumb|When an 'Activity' is created, this card will appear in the app for you and your users.]]
This is the card that appears in app once you make an activity and add it into your itinerary. On the card, you will see:

* Activity Name
* Description
* Start/End times
* Duration
* Event Location - this could be a particular room in a building.
* [[Addresses in EventR|Event Address]]

These cards are clickable, in which more information can be found.

Activity Card

2026-07-27T10:29:40Z

Alexp:

[[File:Activity Card.png|thumb|When an 'Activity' is created, this card will appear in the app for you and your users.]]
This is the card that appears in app once you make an activity and add it into your itinerary. On the card, you will see:

* Activity Name
* Description
* Start/End times
* Duration
* Event Location
* [[Addresses in EventR|Event Address]]

These cards are clickable, in which more information can be found.

Map

2026-07-27T10:29:02Z

Alexp:

On the Home screen, the Map tab is a powerful tool to know where you need to be.[[File:Map.png|center|thumb|435x435px|Map Interface]]
EventR has a fully featured Map which can be used to visualise your itineraries, showing you where your [[Addresses in EventR|activities are taking place]], your accommodation, where your fellow users are and much more.
[[File:Map draw expanded.png|center|thumb|435x435px|Map draw]]

There are small numbers in red circles for each activity, displaying the order in which the user will be doing them. As a default anything beyond 3 is faded out, so you can focus on what's next. This can be adjusted using the cog Settings icon. Left hand side full screens the map.

Please note Activities can stack, tapping on them will show what is happening at that location. This also leads to discontinuities in the numbering, as various things through an itinerary can be happening on that spot.

Tapping on an address will take you out into Apple/Google Maps to that location. There is also a copy button to put the address on your clipboard.

== Filtering the Itinerary on the Map ==
Some itineraries contain too much information, so we have added filters to them. They can be accessed by the Cog icon on the top right.
[[File:Map Settings displayed.png|alt=Map Settings displayed|center|thumb|Map Settings displayed]]
Public items enables the toggling of all items marked as [[Public Activities|"Public"]]. This can create clutter, so we now allow you to turn it off!

At the bottom there are three other options:

* Show Team Members - toggle the display of any team members that have chosen to share their location (see below).
* Fade Later Events - the next 3 event locations are shown solid, subsequent activities are shown transparent. This helps to see what's important on a cluttered map. Disabled shows everything solid.
* Time Filter - show everything, future, or past events.

== Share Your Location ==
Bottom left allows the user to share their location on the map to every other team member. This has various times allowing the user control how long they are shown. It requires the [[EventR OS-level permission screen in iOS Settings App|OS Level Permissions]] to read your location to do this. Finally, the final bottom right cycles through different views of the map.

See the video below for more:

<youtube>oNqKkmYpVdE</youtube>

== Using an address outside of EventR ==
[[File:Selecting an external mapping App.jpg|alt=Selecting an external mapping App|center|thumb|Selecting an external mapping App]]
Addresses in the app can be opened externally. On iOS you can choose Apple Maps, Google Maps or Waze, and on Android Google Maps or Waze.
[[Category:Feature]]
[[Category:3.5.0]]

How to copy Google Maps addresses into the ECH quickly

2026-07-27T10:27:00Z

Alexp: Alexp moved page How to copy Google Maps addresses into the ECH quickly to Addresses in EventR

#REDIRECT [[Addresses in EventR]]

Addresses in EventR

2026-07-27T10:27:00Z

Alexp: Alexp moved page How to copy Google Maps addresses into the ECH quickly to Addresses in EventR

== General Address Entry ==
Addresses are important for your team, so we've tried to ensure we give maximum flexibility when setting up events to always say exactly where they are happening. EventR Coordinator allows you to enter addresses in a variety of ways:

* From an address lookup by name
* From clicking on a map
* Typing in an address manually, and setting the location seperately

A basic address entry looks like this:
[[File:Address entry field.png|center|thumb|Address Entry field]]
You can type in an address, and it will suggest entries. Unfortunately this does not always suffice, so clicking on the green Pin icon on the right opens the detailed address picker:
[[File:Full address selection.png|alt=An Address Entry in the ECH|center|thumb|An Address Entry in the ECH]]

This allows you to search for an address, or alternatively type in an exact address as you want it to appear. Navigating the map and clicking will set the address based on where the red pin is. The Padlock icon at the top if its closed will lock the address fields, so that you can click on a different spot to where the address actually is. This can be handy if its a very large space associated such as a conference centre with a specific point you need to tell people about.

"Open in Maps" will open Google Maps in another tab, so you can check it looks ok outside the app.

== How to copy Google Maps addresses into the ECH quickly ==

Google Maps is often used to find addresses. Our database is OpenStreetMap's so they might not line up. However we have a power user feature to enable you to quickly copy a map location from google maps (or anywhere that gives a lat-long). To use this in Google maps, first find the location you want to put in EventR and press right mouse button:
[[File:Google Maps with Latitude, Longitude showing on the right mouse click.png|center|thumb|Google Maps with Latitude, Longitude showing on the right mouse click]]
Click on the two numbers entry as shown in the image above, and it will be copied to the clipboard.
[[File:Set Latitude and Longitude for map Location.png|center|thumb|Set Latitude and Longitude for map location]]
Now return to an EventR map detail screen, select the Latitude field and paste (Control/Cmd-V or right mouse button paste) into the field. Now the location will match Google precisely.

Addresses in EventR

2026-07-27T10:26:45Z

Alexp:

File:Address entry field.png

2026-07-27T10:18:41Z

Alexp:

Address entry field

File:Full address selection.png

2026-07-27T10:17:29Z

Alexp:

Full address selection