EventR Wiki - Recent changes [en]

How to add users to EventR via a spreadsheet

Alexp — Wed, 19 Aug 2026 13:14:11 GMT

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

Costing and Budgeting

Alexp — Wed, 19 Aug 2026 13:13:38 GMT

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	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.		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]]		[[File:Cost Ledger Screen.png\|center\|thumb\|Cost Ledger Screen]]
			[[Category:Excel]]

EventR Expense Guide

Alexp — Wed, 19 Aug 2026 13:13:17 GMT

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	[[Category:3.4.1]]		[[Category:3.4.1]]
	[[Category:3.5.0]]		[[Category:3.5.0]]
			[[Category:Excel]]

EventR Enterprise Coordinator Hub Itinerary Planning Tab

Alexp — Wed, 19 Aug 2026 13:12:52 GMT

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

Orders

Alexp — Wed, 19 Aug 2026 13:12:19 GMT

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	\|}		\|}
	[[Category:3.4.1]]		[[Category:3.4.1]]
			[[Category:Excel]]

How to add users to EventR via a spreadsheet

Alexp — Wed, 19 Aug 2026 12:12:47 GMT

← Older revision		Revision as of 12:12, 19 August 2026
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	[[File:Additonal user info setting.png\|thumb\|Additional user info setting on admin page]]		[[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]]		[[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.		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]]		[[File:Upload tags.png\|thumb\|Example: Uploading department and groups]]

Itineraries

Alexp — Fri, 14 Aug 2026 21:44:11 GMT

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	An Itinerary is a collection of Activities, spanning a time period in a location.		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.		EventR uses itineraries to group users to tasks, and they are core to the Event Model.

EventR Enterprise Coordinator Hub Features

Judym — Thu, 13 Aug 2026 15:13:39 GMT

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	The side bar is expandable from the left side of the webpage. You can pin it in it's expanded view by clicking on "pin". It contains access to the following screens:		The side bar is expandable from the left side of the webpage. You can pin it in it's expanded view by clicking on "pin". It contains access to the following screens:

	- [[ECH Itinerary Screen\|~~Itinerary Screen~~]]		- [[ECH Itinerary Screen\|Itineraries page]]

	- [[ECH User Screen\|~~User Screen~~]]		- [[ECH User Screen\|Users Page]]

	- [[ECH Admin Page\|Admin Page]]		- [[ECH Admin Page\|Admin Page]]

	- [[ECH Cost Reporting Screen\|~~Cost Reporting Screen~~]]		- [[ECH Cost Reporting Screen\|Reports Page]]

	- [[ECH AI Booking Screen\|AI Inbox ~~Screen~~]]		- [[ECH AI Booking Screen\|AI Inbox Page]]
	[[Category:ECH]]		[[Category:ECH]]

Why is my user not seeing the right information?

Alexp — Thu, 13 Aug 2026 14:42:15 GMT

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	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:		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.		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.
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	Check if:		Check if:

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

Private:Permissions tbc

Judym — Thu, 13 Aug 2026 14:11:31 GMT

Blanked the page

Permissions tbc

Judym — Thu, 13 Aug 2026 14:10:45 GMT

Judym moved page Permissions tbc to Private:Permissions tbc

New page

test

Permissions Tab

Judym — Thu, 13 Aug 2026 13:21:01 GMT

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	[[File:Locked itinerary tag.png\|left\|thumb\|927x927px\|Selected Itinerary with the lock will not be displayed on the app or ech]]		[[File:Locked itinerary tag.png\|left\|thumb\|927x927px\|Selected Itinerary with the lock will not be displayed on the app or ech]]
	[[File:Itinerary tags scope.png\|thumb\|874x874px\|Image displaying permission granted via the itinerary tag scope on the hub and on the app.Excluded locked itinerary tags\|center]]		[[File:Itinerary tags scope.png\|thumb\|874x874px\|Image displaying permission granted via the itinerary tag scope on the hub and on the app.Excluded locked itinerary tags\|center]]See [[How to restrict visibility of sections to different user roles\|External Editor]] example

	==== Permissions Table ====		==== Permissions Table ====
	{\| class="wikitable"		{\| class="wikitable"
	\|+		\|+
	~~!<nowiki>[[View Private Entries Permission]]</nowiki>~~
	~~\|This gives a team member the permission to view itinerary private entries for other team members on the Team and Team member pages.~~
	\|-		\|-
	!		!Full Control
	\|		\|This permission gives team member unrestricted permission and overrides individual permissions.By default this permission is enabled for Owner and Admin.
	\|-		\|-
	!		!Create Itinerary
	\|		\|Allows creating of new itinerary by displaying the '''''Add New Itinerary button''''' in both the app(''Home, edit itinerary and itineraries pages'') and coordinator.Note a user can not create a new itinerry but they can edit existing ones of they have edit itinerary permission.
			It is checked for Users by default.
	\|-		\|-
	!		!Edit Itinerary
	\|		\|Allows editting of itineraries and its sections.
			It is enabled for Users by default.
			'''Best Practise'''

			* ''For the coordinator leave this Permission enabled and restrict editting on lower scope such as Itinerary Itinerary Tags,Sections to achieved desire configuration''
			* ''For the app to disabled in app editting use '<nowiki/>''<nowiki/>'''''In app editing enabled for admins only'<nowiki/>''' from the Settings page in the coordinator.''
			\|-
			!Delete Itinerary
			\|Gives permission to delete itinerary by displaying the Bin Icon in ECH and enabling Delete Itinerary on the app.It is disabled for Users by default.
			\|-
			!Create User
			\|Allows adding/creating a new user by displaying the Add New User button in the Users Page in ECH and Add Team Member Icon on the Team Member page in the app.
			It is enabled for Users by default.
			'''Best Practise'''
			To disable inviting a new in the app use '<nowiki/>'''Disable user invites in app'''' from the settings page in the coordinator
			\|-
			!Edit User
			\|Allows editting of team member details on the Users page -> List tab on the coordinator.
			Not applicable in the app.
			\|-
			!Delete User
			\|Allows deleting of a team member by displaying thr ''Delete User Button'' on the Edit User Modal in the coordinator.
			It is unchecked for Users by default.
			Not applicable in the app.
			\|-
			!View users Profile Information Permission
			\|This allows a team member to view other team member Profile on the Team Member page.Owners and Admin have this permission enabled by default.
			\|-
			!View Private Entries Permission
			\|This gives a team member the permission to view itinerary private entries for other team members on the Team and Team member pages.Owners and Admin have this permission enabled by default without being part of the entry. This permission can be added to a role on the Permissions Tab in ECH
	\|}		\|}

	~~See [[How to restrict visibility of sections to different user roles\|External Editor]] example~~

Team Members page

Judym — Thu, 13 Aug 2026 11:51:24 GMT

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	This displays other team member personal information such as email, names, country and telephone.It is like viewing other team member profile page.		This displays other team member personal information such as email, names, country and telephone.It is like viewing other team member profile page.

	To allow other team members to view this page use the [[View users Profile Information Permission]].		To allow other team members to view this page use the [[Permissions Tab#Permissions Table\|View users Profile Information Permission]].

	=== Itinerary ===		=== Itinerary ===

EventR Team Guide

Judym — Thu, 13 Aug 2026 11:50:41 GMT

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	Owners and Admins can also view team members’ private entries on this page, as well as on the [[Team Members page\|Team Member Page]].This allows them to view a team member’s itinerary as if they were that team member for confirmation or final checks.		Owners and Admins can also view team members’ private entries on this page, as well as on the [[Team Members page\|Team Member Page]].This allows them to view a team member’s itinerary as if they were that team member for confirmation or final checks.

	Additional team member with User Role can be give access to Private entries using the [[View Private Entries Permission]].		Additional team member with User Role can be give access to Private entries using the [[Permissions Tab#Permissions Table\|View Private Entries Permission]].

	The default activity categories are all grouped together, but if you assign a "[[Activity Category Tags\|category tag]]" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen).		The default activity categories are all grouped together, but if you assign a "[[Activity Category Tags\|category tag]]" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen).

Team Members page

Judym — Thu, 13 Aug 2026 11:11:20 GMT

← Older revision		Revision as of 11:11, 13 August 2026
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	* Private booking information belonging to another team member, such as booking references, is hidden.		* Private booking information belonging to another team member, such as booking references, is hidden.
	* Private entries are hidden unless the viewing team member is an Owner, Admin, or shares the booking with the other team member.		* Private entries are hidden unless the viewing team member is an Owner, Admin, or shares the booking with the other team member.
	* Team members with User role can also be given access to view other team member private entries using the [[~~View Private Entries Permission~~\|View Private entries Permission]] define on the Permissions Page in the coordinator.		* Team members with User role can also be given access to view other team member private entries using the '''[[Permissions Tab#Permissions Table\|View Private entries Permission]]''' define on the Permissions Page in the coordinator.

	[[File:Team Members page categories.png\|thumb\|430x430px\|The Team Members page.\|center]]		[[File:Team Members page categories.png\|thumb\|430x430px\|The Team Members page.\|center]]
	You can also enable viewing the team member page by date, in the settings (Settings -> Team -> "Show team member itinerary by date" on). This will allow you to see their itinerary day by day as if you were looking from the home page.[[File:Team Members view by date.png\|thumb\|403x403px\|Enabling "Show team member itinerary by date" in Settings -> Team, and the result on the team page.\|center]]		You can also enable viewing the team member page by date, in the settings (Settings -> Team -> "Show team member itinerary by date" on). This will allow you to see their itinerary day by day as if you were looking from the home page.[[File:Team Members view by date.png\|thumb\|403x403px\|Enabling "Show team member itinerary by date" in Settings -> Team, and the result on the team page.\|center]]
	[[Category:3.5.0]]		[[Category:3.5.0]]

Permissions Tab

Judym — Thu, 13 Aug 2026 11:08:15 GMT

Permissions Table

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	{\| class="wikitable"		{\| class="wikitable"
	\|+		\|+
	!View Private Entries Permission		!<nowiki>[[View Private Entries Permission]]</nowiki>
	\|This gives a team member the permission to view itinerary private entries for other team members on the Team and Team member pages.		\|This gives a team member the permission to view itinerary private entries for other team members on the Team and Team member pages.
	\|-		\|-

View Private Entries Permission

Judym — Thu, 13 Aug 2026 11:04:08 GMT

Judym moved page View Private Entries Permission to Permissions tbc

New page

test

EventR Team Guide

Judym — Thu, 13 Aug 2026 11:01:40 GMT

Team Screen

← Older revision		Revision as of 11:01, 13 August 2026
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	== App Screens ==		== App Screens ==

	=== Home ===		=== Home Page ===
	[[File:Home screen.png\|thumb]]The home screen covers most of the basic features of the app. At the top there is the current [[Itineraries\|itinerary]] name, and the Team Name above it. The dates the Itinerary runs between are shown underneath, along with any tag colours assigned.		[[File:Home screen.png\|thumb]]The home screen covers most of the basic features of the app. At the top there is the current [[Itineraries\|itinerary]] name, and the Team Name above it. The dates the Itinerary runs between are shown underneath, along with any tag colours assigned.

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	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.<div style="clear: both"></div>		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.<div style="clear: both"></div>

	== Chat ==		== Chat Page ==
	[[File:Chat Screen.png\|thumb]]		[[File:Chat Screen.png\|thumb]]
	EventR (premium and above) features a full channel based chat system. Channels are automatically created and populated with the people on any activity. You can send text messages, files, and photos to everyone in the group. Each [[Itineraries\|Itinerary]] has its own separate chat channels, which are not reused. At the top you can search by name of the channel for messages. Most recent messages appear at the top - and are bold if unread.		EventR (premium and above) features a full channel based chat system. Channels are automatically created and populated with the people on any activity. You can send text messages, files, and photos to everyone in the group. Each [[Itineraries\|Itinerary]] has its own separate chat channels, which are not reused. At the top you can search by name of the channel for messages. Most recent messages appear at the top - and are bold if unread.
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	<div style="clear: both"></div>		<div style="clear: both"></div>

	== Team ~~Screen~~ ==		== Team Page ==
	[[File:Team Screen.png\|thumb\|Team Screen in EventR Team]]		[[File:Team Screen.png\|thumb\|Team Screen in EventR Team]]
	This page displays all itinerary items and activities for your team.		This page displays all itinerary items and activities for your team.
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	<div style="clear: both"></div>		<div style="clear: both"></div>

	== Account ~~Screen~~ ==		== Account Page ==
	[[File:Account Screen.png\|thumb]]		[[File:Account Screen.png\|thumb]]
	The Account ~~Screen~~ manages User details and preferences. It allows you to log out, swap teams, view all itineraries you're a part of, view access requests to teams you administrate, and change settings, like notification options and more.		The Account page manages User details and preferences. It allows you to log out, swap teams, view all itineraries you're a part of, view access requests to teams you administrate, and change settings, like notification options and more.

	You can also request account deletion here.		You can also request account deletion here.

Permissions Tab

Judym — Thu, 13 Aug 2026 11:00:09 GMT

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	[[File:Itinerary tags scope.png\|thumb\|874x874px\|Image displaying permission granted via the itinerary tag scope on the hub and on the app.Excluded locked itinerary tags\|center]]		[[File:Itinerary tags scope.png\|thumb\|874x874px\|Image displaying permission granted via the itinerary tag scope on the hub and on the app.Excluded locked itinerary tags\|center]]

			==== Permissions Table ====
			{\| class="wikitable"
			\|+
			!View Private Entries Permission
			\|This gives a team member the permission to view itinerary private entries for other team members on the Team and Team member pages.
			\|-
			!
			\|
			\|-
			!
			\|
			\|-
			!
			\|
			\|}

	See [[How to restrict visibility of sections to different user roles\|External Editor]] example		See [[How to restrict visibility of sections to different user roles\|External Editor]] example

Team Members page

Judym — Thu, 13 Aug 2026 10:52:36 GMT

See team members itineraries from their point of view

@@ Line 1: / Line 1: @@
-This page allows you to see a detailed view about your Team Members and what they are getting up to in the itinerary. You can only view what you have access to.[[File:Team Members page categories.png|thumb|430x430px|The Team Members page.|center]]
+== Overview ==
 You can also enable viewing the team member page by date, in the settings (Settings -> Team -> "Show team member itinerary by date" on). This will allow you to see their itinerary day by day as if you were looking from the home page.[[File:Team Members view by date.png|thumb|403x403px|Enabling "Show team member itinerary by date" in Settings -> Team, and the result on the team page.|center]]
 [[Category:3.5.0]]

EventR Team Guide

Judym — Thu, 13 Aug 2026 10:18:24 GMT

Team Screen

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	Owners and Admins can also view team members’ private entries on this page, as well as on the [[Team Members page\|Team Member Page]].This allows them to view a team member’s itinerary as if they were that team member for confirmation or final checks.		Owners and Admins can also view team members’ private entries on this page, as well as on the [[Team Members page\|Team Member Page]].This allows them to view a team member’s itinerary as if they were that team member for confirmation or final checks.

			Additional team member with User Role can be give access to Private entries using the [[View Private Entries Permission]].

	The default activity categories are all grouped together, but if you assign a "[[Activity Category Tags\|category tag]]" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen).		The default activity categories are all grouped together, but if you assign a "[[Activity Category Tags\|category tag]]" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen).

View Private Entries Permission

Judym — Thu, 13 Aug 2026 10:18:03 GMT

Created page with "test"

New page

test

EventR Team Guide

Judym — Thu, 13 Aug 2026 10:15:53 GMT

Team Screen

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	== Team Screen ==		== Team Screen ==
	[[File:Team Screen.png\|thumb\|Team Screen in EventR Team]]		[[File:Team Screen.png\|thumb\|Team Screen in EventR Team]]
	~~The Team Screen shows you everything~~ your team ~~is doing. These are activities marked with "[[Activity visibility levels\|team]]" and "public" visibility ("private" are not shown unless the user is actually assigned the activity)~~.		This page displays all itinerary items and activities for your team.

	The default activity categories are all grouped together, but if you assign a "[[Activity Category Tags\|category tag]]" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen).		By default all itinerary items have ' [[Activity visibility levels\|Team]]' visibility.Items with Public visibility are also displayed on this page.Items with Private visibility are shown only to the team members who have been assigned to them.

			Owners and Admins can also view team members’ private entries on this page, as well as on the [[Team Members page\|Team Member Page]].This allows them to view a team member’s itinerary as if they were that team member for confirmation or final checks.

			The default activity categories are all grouped together, but if you assign a "[[Activity Category Tags\|category tag]]" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen).

	There are some subtle differences for some of the sections - Hotel and Flights in particular do not show personal information not on the [[Booking sections in Activity input\|booking section]]. This allows users in the same team to see which users are staying at a hotel, but won't show who is sharing with whom or what room type they have been given. Flights offer similar functionality - not showing the full booking references, and other information.		There are some subtle differences for some of the sections - Hotel and Flights in particular do not show personal information not on the [[Booking sections in Activity input\|booking section]]. This allows users in the same team to see which users are staying at a hotel, but won't show who is sharing with whom or what room type they have been given. Flights offer similar functionality - not showing the full booking references, and other information.

Team Members page

Judym — Thu, 13 Aug 2026 10:08:35 GMT

See team members itineraries from their point of view

← Older revision		Revision as of 10:08, 13 August 2026
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	You can also enable viewing the team member page by date, in the settings (Settings -> Team -> "Show team member itinerary by date" on). This will allow you to see their itinerary day by day as if you were looking from the home page.[[File:Team Members view by date.png\|thumb\|403x403px\|Enabling "Show team member itinerary by date" in Settings -> Team, and the result on the team page.\|center]]		You can also enable viewing the team member page by date, in the settings (Settings -> Team -> "Show team member itinerary by date" on). This will allow you to see their itinerary day by day as if you were looking from the home page.[[File:Team Members view by date.png\|thumb\|403x403px\|Enabling "Show team member itinerary by date" in Settings -> Team, and the result on the team page.\|center]]

	=== See team members itineraries from their point of view ===		=== [[View Private Entries Permission\|See team members itineraries from their point of view]] ===
	If you are an admin, manager, or owner, you will have access to viewing all team member data, including private entries. The cards will also be displayed in the same format the cards are in on the home tab. You can also define who has access to this via the [[Permissions Tab\|permissions page]] on the [[EventR Enterprise Coordinator Hub Guide\|Eventr Coordinator Hub]].		If you are an admin, manager, or owner, you will have access to viewing all team member data, including private entries. The cards will also be displayed in the same format the cards are in on the home tab. You can also define who has access to this via the [[Permissions Tab\|permissions page]] on the [[EventR Enterprise Coordinator Hub Guide\|Eventr Coordinator Hub]].
	[[Category:3.5.0]]		[[Category:3.5.0]]

EventR Team Guide

Judym — Thu, 13 Aug 2026 09:12:18 GMT

Itinerary

← Older revision		Revision as of 09:12, 13 August 2026
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	There are then 3 tabs:		There are then 3 tabs:

	=== Itinerary ===		==== Itinerary ====
	This is a time ordered list showing you the next activity at the top (The image on the right shows a long stay parking for example). Each activity is shown as a [[Activity Card\|card]] that shows the start times, along with other relevant information. Past activities can be shown by tapping on the text that appears at the bottom. Also [[Account]] -> [[EventR Team Settings\|Settings]] -> [[Settings Home Page Options\|Home]] contains an option to show recently past activities - this will show the past activities in a greyed out state at the top. Some users find this useful if they just have start times set.		This is a time ordered list showing you the next activity at the top (The image on the right shows a long stay parking for example). Each activity is shown as a [[Activity Card\|card]] that shows the start times, along with other relevant information. Past activities can be shown by tapping on the text that appears at the bottom. Also [[Account]] -> [[EventR Team Settings\|Settings]] -> [[Settings Home Page Options\|Home]] contains an option to show recently past activities - this will show the past activities in a greyed out state at the top. Some users find this useful if they just have start times set.

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	In the itinerary there are little speech bubbles on the cards. These can be used to open a chat for that activity. The chat will be created with the people on the activity in question.		In the itinerary there are little speech bubbles on the cards. These can be used to open a chat for that activity. The chat will be created with the people on the activity in question.

	=== Summary ===		==== Summary ====
	The Summary Screen begins with the General tab, containing general Event details - address, website, files attached to the itinerary, and the additional info field. This screen supports [https://markdownguide.org/ markdown], so you can make it look quite fancy!		The Summary Screen begins with the General tab, containing general Event details - address, website, files attached to the itinerary, and the additional info field. This screen supports [https://markdownguide.org/ markdown], so you can make it look quite fancy!

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	After that you have a list of items by type. This includes untimed "[[stands]]" that can be used to convey more information.		After that you have a list of items by type. This includes untimed "[[stands]]" that can be used to convey more information.

	=== Map ===		==== Map ====
	The Map defaults to showing every future activity with a known location (this will be the GPS location, or address set). 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. 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. Finally, the final bottom right cycles through different views of the map.		The Map defaults to showing every future activity with a known location (this will be the GPS location, or address set). 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. 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. Finally, the final bottom right cycles through different views of the map.

Itinerary Section Import Guidelines

Judym — Thu, 13 Aug 2026 08:56:36 GMT

Overview

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	== Overview ==		== Overview ==
	Flights and accommodation/hotels entries can be added to the itinerary by importing a file created from the provided templates.		Flights and accommodation/hotels entries can be added to the itinerary by importing a file created from the provided templates.A successful import creates a new order and a new entry to the itinerary.

	=== Accommodation Import ===		=== Accommodation Import ===
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	If the guest name or the guest check-out date is missing, a validation dialog will be displayed explaining why the file is invalid.		If the guest name or the guest check-out date is missing, a validation dialog will be displayed explaining why the file is invalid.
			[[File:Screenshot 2026-08-06 at 12.26.41.png\|thumb\|592x592px\|Hotel validation dialogue]]

	==== Accommodation Form Validation ====		==== Accommodation Form Validation ====
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	* If a date or time is not in a valid format, it will default to the current date and time.		* If a date or time is not in a valid format, it will default to the current date and time.
	'''''Hotel Time Zone :''''' The hotel time zone defaults to the itinerary/event time zone.		'''''Hotel Time Zone :''''' The hotel time zone defaults to the itinerary/event time zone.

			'''''Booking Reference :''''' This field is optional.This ensure a guest booking is created for each guest.

	=== Flight Import ===		=== Flight Import ===

File:Screenshot 2026-08-06 at 12.26.41.png

Judym — Tue, 11 Aug 2026 14:03:29 GMT

Judym uploaded File:Screenshot 2026-08-06 at 12.26.41.png

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Hotel validation dialogue

Itinerary Section Import Guidelines

Judym — Tue, 11 Aug 2026 14:00:22 GMT

← Older revision		Revision as of 14:00, 11 August 2026
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	If the uploaded file is invalid, a validation dialog will explain the reason.		If the uploaded file is invalid, a validation dialog will explain the reason.
			[[File:Screenshot 2026-08-11 at 14.57.57.png\|center\|thumb\|864x864px\|Flights validation dialogue]]

File:Screenshot 2026-08-11 at 14.57.57.png

Judym — Tue, 11 Aug 2026 13:59:43 GMT

Judym uploaded File:Screenshot 2026-08-11 at 14.57.57.png

New page

Flights validation dialogue

Itinerary Section Import Guidelines

Judym — Tue, 11 Aug 2026 13:52:17 GMT

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 Flights and accommodation/hotels entries can be added to the itinerary by importing a file created from the provided templates.
-==== Accommodation Import ====
+=== 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.
+To successfully create hotel entries /add a hotel into the itinerary via file upload, ensure that the following information is provided:
-==== Flight Import ====
+* Guest name: The guest must be part of the itinerary.
-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.
+* Guest Check-in date and time

Itinerary Section Template Import

Judym — Tue, 11 Aug 2026 13:39:20 GMT

Judym moved page Itinerary Section Template Import to Itinerary Section Import Guidelines

New page

== Overview ==
Flights and accommodation/hotels entries can be added to the itinerary by importing a file created from the provided templates.

==== 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.

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	The side bar is expandable from the left side of the webpage. You can pin it in it's expanded view by clicking on "pin". It contains access to the following screens:		The side bar is expandable from the left side of the webpage. You can pin it in it's expanded view by clicking on "pin". It contains access to the following screens:

	- [[ECH Itinerary Screen\|~~Itinerary Screen~~]]		- [[ECH Itinerary Screen\|Itineraries page]]

	- [[ECH User Screen\|~~User Screen~~]]		- [[ECH User Screen\|Users Page]]

	- [[ECH Admin Page\|Admin Page]]		- [[ECH Admin Page\|Admin Page]]

	- [[ECH Cost Reporting Screen\|~~Cost Reporting Screen~~]]		- [[ECH Cost Reporting Screen\|Reports Page]]

	- [[ECH AI Booking Screen\|AI Inbox ~~Screen~~]]		- [[ECH AI Booking Screen\|AI Inbox Page]]
	[[Category:ECH]]		[[Category:ECH]]

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	== Team Screen ==		== Team Screen ==
	[[File:Team Screen.png\|thumb\|Team Screen in EventR Team]]		[[File:Team Screen.png\|thumb\|Team Screen in EventR Team]]
	~~The Team Screen shows you everything~~ your team ~~is doing. These are activities marked with "[[Activity visibility levels\|team]]" and "public" visibility ("private" are not shown unless the user is actually assigned the activity)~~.		This page displays all itinerary items and activities for your team.

	The default activity categories are all grouped together, but if you assign a "[[Activity Category Tags\|category tag]]" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen).		By default all itinerary items have ' [[Activity visibility levels\|Team]]' visibility.Items with Public visibility are also displayed on this page.Items with Private visibility are shown only to the team members who have been assigned to them.

			Owners and Admins can also view team members’ private entries on this page, as well as on the [[Team Members page\|Team Member Page]].This allows them to view a team member’s itinerary as if they were that team member for confirmation or final checks.

			The default activity categories are all grouped together, but if you assign a "[[Activity Category Tags\|category tag]]" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen).

	There are some subtle differences for some of the sections - Hotel and Flights in particular do not show personal information not on the [[Booking sections in Activity input\|booking section]]. This allows users in the same team to see which users are staying at a hotel, but won't show who is sharing with whom or what room type they have been given. Flights offer similar functionality - not showing the full booking references, and other information.		There are some subtle differences for some of the sections - Hotel and Flights in particular do not show personal information not on the [[Booking sections in Activity input\|booking section]]. This allows users in the same team to see which users are staying at a hotel, but won't show who is sharing with whom or what room type they have been given. Flights offer similar functionality - not showing the full booking references, and other information.