ECH Admin Page - Revision history

Judym at 12:33, 15 July 2026

2026-07-15T12:33:15Z

← Older revision		Revision as of 12:33, 15 July 2026
Line 1:		Line 1:
	== Overview ==		== Overview ==
	On the Admin page, the EventR app and the Coordinator Hub can be configured using the '''Settings''' and '''Permissions''' tabs.		On the Admin page, the EventR app and the Coordinator Hub can be configured using the '''Settings''' and '''[[Permissions Tab\|Permissions]]''' tabs.

	The '''Organisation''' tab contains the organisation's details, including primary and secondary billing information. This information is automatically pre-filled during the hotel booking checkout process.This page also contains a '''Summary of the Plan Subscription'''		The '''Organisation''' tab contains the organisation's details, including primary and secondary billing information. This information is automatically pre-filled during the hotel booking checkout process.This page also contains a '''Summary of the Plan Subscription'''

Judym at 12:32, 15 July 2026

2026-07-15T12:32:15Z

@@ Line 76: / Line 76: @@
 <div style="clear:both;">
 === [[Permissions Tab]] ===
 <div style="clear:both;">
 === Theme Tab ===

Judym at 12:29, 15 July 2026

2026-07-15T12:29:30Z

← Older revision		Revision as of 12:29, 15 July 2026
Line 75:		Line 75:
	\|}		\|}
	<div style="clear:both;">		<div style="clear:both;">
	=== Permissions Tab ===		=== [[Permissions Tab]] ===
	Firstly, select a 'scope' over which you wish for these permissions to apply. 'Organisation' will apply them at an organisation level, 'Itinerary' will prompt you to select an itinerary that these permissions apply to, 'Section' prompts you to select a section of an itinerary (such as Flights, Accommodation etc.) and 'Itinerary Tag' prompts you to select one of your itinerary tag groups.		Firstly, select a 'scope' over which you wish for these permissions to apply. 'Organisation' will apply them at an organisation level, 'Itinerary' will prompt you to select an itinerary that these permissions apply to, 'Section' prompts you to select a section of an itinerary (such as Flights, Accommodation etc.) and 'Itinerary Tag' prompts you to select one of your itinerary tag groups.
	The permissions can be allocated to each of 4 roles...		The permissions can be allocated to each of 4 roles...

Judym at 11:54, 15 July 2026

2026-07-15T11:54:57Z

← Older revision		Revision as of 11:54, 15 July 2026
Line 40:		Line 40:
	\|Checking this displays the '''Book Hotel''' button on the app and on the hub on the ''Accommodation'' section.		\|Checking this displays the '''Book Hotel''' button on the app and on the hub on the ''Accommodation'' section.
	\|-		\|-
	\|'''[[Expense Tracking ~~mode~~]]'''		\|'''[[Expense Tracking Modes\|Expense Tracking Mode]]'''
	\|This refers to the 3 display mode for expense on the app.		\|This refers to the 3 display mode for expense on the app.
	- '''Disabled''' means the '''Expense/Bill''' Icon on the ''Itinerary Carousel'' and ''Expense Section'' on the ''Summary'' page are not displayed.		- '''Disabled''' means the '''Expense/Bill''' Icon on the ''Itinerary Carousel'' and ''Expense Section'' on the ''Summary'' page are not displayed.

Judym at 11:12, 15 July 2026

2026-07-15T11:12:20Z

← Older revision		Revision as of 11:12, 15 July 2026
Line 40:		Line 40:
	\|Checking this displays the '''Book Hotel''' button on the app and on the hub on the ''Accommodation'' section.		\|Checking this displays the '''Book Hotel''' button on the app and on the hub on the ''Accommodation'' section.
	\|-		\|-
	\|'''Expense Tracking mode'''		\|'''[[Expense Tracking mode]]'''
	\|This refers to the 3 display mode for expense on the app.		\|This refers to the 3 display mode for expense on the app.
	- '''Disabled''' means the '''Expense/Bill''' Icon on the ''Itinerary Carousel'' and ''Expense Section'' on the ''Summary'' page are not displayed.		- '''Disabled''' means the '''Expense/Bill''' Icon on the ''Itinerary Carousel'' and ''Expense Section'' on the ''Summary'' page are not displayed.
Line 66:		Line 66:
	\|-		\|-
	\|'''Enable additional information profile options for EventR team and EventR Coordinator Hub users'''		\|'''Enable additional information profile options for EventR team and EventR Coordinator Hub users'''
	\|When enabled, users can add more details to their profile page and choose to share them with ~~Parekh~~. If this setting is active, profile information for users added via the HUB will be automatically shared with the team until they opt out.		\|When enabled, users can add more details to their profile page and choose to share them with team. If this setting is active, profile information for users added via the HUB will be automatically shared with the team until they opt out.
	\|-		\|-
	\|'''Enable additional information sections to be required'''		\|'''Enable additional information sections to be required'''

Judym at 11:07, 15 July 2026

2026-07-15T11:07:42Z

← Older revision		Revision as of 11:07, 15 July 2026
Line 48:		Line 48:
	\|-		\|-
	\|'''Enable Booking AI in the coordinator hub'''		\|'''Enable Booking AI in the coordinator hub'''
	\|~~Enables Booking~~ AI ~~in ECH~~		\|Checking this displays the '''AI Inbox''' on the ''sidebar,'' the '''Forward Your Bookings''' button on the Itineraries panel and '''AI Inbox''' icon on the ''Itinerary sidebar'' view
	\|-		\|-
	\|'''Number of days events can be added before event starts'''		\|'''Number of days events can be added before event starts'''
	\|~~Set day window~~		\|Sets the number of days before the itinerary start date that are enabled and selectable in the date picker in additional to the itinerary date range.
	\|-		\|-
	\|'''Number of days events can be added after event ends'''		\|'''Number of days events can be added after event ends'''
	\|~~Set day window~~		\|Sets the number of days after the itinerary end date that are enabled and selectable in the date picker in additional to the itinerary date range.
	\|-		\|-
	\|'''Name format for team members in the EventR Coordinator Hub'''		\|'''Name format for team members in the EventR Coordinator Hub'''
	\|~~Choose from~~ a list of ~~first~~ name, ~~second name~~, and ~~initial combinations~~		\|Provides a list of name format options for displaying member names throughout the Coordinator Hub, such as '''Full Name''', '''Initials''', and other supported formats.
	\|-		\|-
	\|'''Name format for team members in the EventR App'''		\|'''Name format for team members in the EventR App'''
	\|~~Choose from~~ a list of ~~first~~ name, ~~second name~~, and ~~initial combinations~~		\|Provides a list of name format options for displaying member names throughout the app, such as '''Full Name''', '''Initials''', and other supported formats.
	\|-		\|-
	\|'''Name format for team members in the team PDF'''		\|'''Name format for team members in the team PDF'''
	\|~~Choose from~~ a list of ~~first~~ name, ~~second name~~, and ~~initial combinations~~		\|Provides a list of name format options for displaying member names throughout the Itinerary PDF, such as '''Full Name''', '''Initials''', and other supported formats.
	\|-		\|-
	\|'''Enable additional information profile options for EventR team and EventR Coordinator Hub users'''		\|'''Enable additional information profile options for EventR team and EventR Coordinator Hub users'''

Judym at 10:49, 15 July 2026

2026-07-15T10:49:17Z

← Older revision		Revision as of 10:49, 15 July 2026
Line 23:		Line 23:
	\|-		\|-
	\|'''In app editing enabled for admins only'''		\|'''In app editing enabled for admins only'''
	\|~~Prevents~~ other roles ~~from carrying out in app editing~~		\|Only members with admin role can make edits on the app.This hides the '''Edit Pen''' Icon/button on the ''Home'' page on the app for all other roles.
	\|-		\|-
	\|'''Disable in app editing for everyone (including admins)'''		\|'''Disable in app editing for everyone (including admins)'''
	\|~~Leaves in~~ app ~~editing responsibility with owner~~		\|This blocks everyone from making edit on the app including admins and owners.This hides the '''Edit Pen''' Icon/button on the Home page on the app for all roles
	\|-		\|-
	\|'''Disable user invites in app'''		\|'''Disable user invites in app'''
	\|~~Prevents generation of user invite links in~~ app		\|This blocks inviting users into the itinerary on the app.This hides the '''Add User''' button on the ''Team'' members page for all everyone including the Admins
	\|-		\|-
	\|'''Disable chat in app'''		\|'''Disable chat in app'''
	\|~~Disables~~ app ~~chat~~		\|This hides the Chat tab on the app.
	\|-		\|-
	\|'''Disable location sharing in app'''		\|'''Disable location sharing in app'''
Line 38:		Line 38:
	\|-		\|-
	\|'''Enable Booking Service in the coordinator hub'''		\|'''Enable Booking Service in the coordinator hub'''
	\|~~Enables~~ Hotel ~~Booking service to be accessed in ECH~~		\|Checking this displays the '''Book Hotel''' button on the app and on the hub on the ''Accommodation'' section.
	\|-		\|-
	\|'''Expense Tracking mode'''		\|'''Expense Tracking mode'''
	\|Personal ~~means expenses~~ are ~~managed solely within~~ the app, ~~while~~ Approval ~~enables full approval workflow integration within the ECH~~.		\|This refers to the 3 display mode for expense on the app.
			- '''Disabled''' means the '''Expense/Bill''' Icon on the ''Itinerary Carousel'' and ''Expense Section'' on the ''Summary'' page are not displayed.
			- '''Personal'''(Default mode) mean expense status groupings are not displayed on the app.Only one total is displayed,

			- '''Approval''' means expense status grouping are displayed.This includes ''Totals'' for ''Pending'' ,''Approved'' ,''Cancelled'' Expenses.
	\|-		\|-
	\|'''Enable Booking AI in the coordinator hub'''		\|'''Enable Booking AI in the coordinator hub'''

Judym at 10:08, 15 July 2026

2026-07-15T10:08:54Z

← Older revision		Revision as of 10:08, 15 July 2026
Line 14:		Line 14:
	=== Organisation Tab ===		=== Organisation Tab ===
	[[File:Screenshot 2026-07-15 at 11.04.55.png\|center\|thumb\|513x513px\|ECH organisation page (admin tab)]]		[[File:Screenshot 2026-07-15 at 11.04.55.png\|center\|thumb\|513x513px\|ECH organisation page (admin tab)]]
	Basic information about your organisation, including subscription summary.		Basic information about your organisation, including billing information and subscription summary.
	<div style="clear:both;">		<div style="clear:both;">
	=== Settings Tab ===		=== Settings Tab ===

Judym: /* Overview */

2026-07-15T10:07:36Z

Overview

← Older revision		Revision as of 10:07, 15 July 2026
Line 2:		Line 2:
	On the Admin page, the EventR app and the Coordinator Hub can be configured using the '''Settings''' and '''Permissions''' tabs.		On the Admin page, the EventR app and the Coordinator Hub can be configured using the '''Settings''' and '''Permissions''' tabs.

	The '''Organisation''' ~~page~~ contains the organisation's details, including primary and secondary billing information. This information is automatically pre-filled during the hotel booking checkout process.This page also contains a '''Summary of the Plan Subscription'''		The '''Organisation''' tab contains the organisation's details, including primary and secondary billing information. This information is automatically pre-filled during the hotel booking checkout process.This page also contains a '''Summary of the Plan Subscription'''

	is where you manage various aspect of the organisation such as organisation details,App and Coordinator Settings,App and Coordnator Permissions,Theming and Sections-Setup.		is where you manage various aspect of the organisation such as organisation details,App and Coordinator Settings,App and Coordnator Permissions,Theming and Sections-Setup.

	The '''Theme''' ~~page~~ is used to customize the appearance of the EventR app and to set the logo displayed on the itinerary PDF.		The '''Theme''' tab is used to customize the appearance of the EventR app and to set the logo displayed on the itinerary PDF.

	control various settings for your organisation.		control various settings for your organisation.

	'''The Section Setup''' ~~page~~ determines which sections are displayed on the '''Overview''' page and in the '''itinerary Navigation''' tabs'''.'''		'''The Section Setup''' tab determines which sections are displayed on the '''Overview''' page and in the '''itinerary Navigation''' tabs'''.'''

	=== Organisation Tab ===		=== Organisation Tab ===

Judym at 10:07, 15 July 2026

2026-07-15T10:07:00Z

← Older revision		Revision as of 10:07, 15 July 2026
Line 1:		Line 1:
	~~The~~ Admin ~~screen is where you control various settings for your organisation~~.		== Overview ==
			On the Admin page, the EventR app and the Coordinator Hub can be configured using the '''Settings''' and '''Permissions''' tabs.

	~~===~~ Organisation ~~Tab ===~~		The '''Organisation''' page contains the organisation's details, including primary and secondary billing information. This information is automatically pre-filled during the hotel booking checkout process.This page also contains a '''Summary of the Plan Subscription'''

			is where you manage various aspect of the organisation such as organisation details,App and Coordinator Settings,App and Coordnator Permissions,Theming and Sections-Setup.

			The '''Theme''' page is used to customize the appearance of the EventR app and to set the logo displayed on the itinerary PDF.

			control various settings for your organisation.

	~~[[File:ECH Admin Screen~~.~~png\|thumb\|ECH organisation screen (admin tab)\|center\|513x513px]]~~		'''The Section Setup''' page determines which sections are displayed on the '''Overview''' page and in the '''itinerary Navigation''' tabs'''.'''

			=== Organisation Tab ===
			[[File:Screenshot 2026-07-15 at 11.04.55.png\|center\|thumb\|513x513px\|ECH organisation page (admin tab)]]
	Basic information about your organisation, including subscription summary.		Basic information about your organisation, including subscription summary.
	<div style="clear:both;">		<div style="clear:both;">