Getting Started Guide: Difference between revisions

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=== Welcome to the Getting Started Guide! ===

EventR is designed to be quick to get up and going - starting with the app in the [https://l.softpauer.com/ios AppStore] or [https://l.softpauer.com/android Play Store]. However even before you have the app, you may be invited by the team coordinator. If so, follow the [[Joining a Team Guide]].

EventR is designed to be quick to get up and going - starting with the EventR Team app in the [https://l.softpauer.com/ios AppStore] or [https://l.softpauer.com/android Play Store]. However even before you have the app, you may be invited by the team coordinator. If so, follow the [[Joining a Team Guide]].

This guide will assume you want to come in fresh, and have never accessed EventR before.

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Enter your email, or optionally pick a federated login source - currently we support Google, Apple and Microsoft as login providers. For this example, we'll assume you just entered your email, and pressed continue:

[[File:Sign up to EventR Screen.png|center|thumb|Sign up to EventR Screen|400x400px]]

EventR will send you an email to that address to confirm your sign up. Close ~~EventR~~ for the moment, and open your inbox to find the email. You can continue setup on a different device, if you prefer, but it's easier to continue on the same device.

EventR will send you an email to that address to confirm your sign up. Close the app for the moment, and open your inbox to find the email. You can continue setup on a different device, if you prefer, but it's easier to continue on the same device.

[[File:Sign up wait for email.png|center|thumb|Sign up wait for email|400x400px]]

Make sure to check spam, and make sure to wait a while, as some mail servers delay first time emails.

[[File:Confirm Email.png|center|thumb|Confirm Email on the phone using email app.|400x400px]]Tap 'Confirm Email Address' to open the EventR ~~App~~ with your confirmation. If you chose to continue the flow on a different device, such as a computer, you will be presented with a QR code to scan with your phone camera as highlighted in the image below, which will lead you to the same place.[[File:Sign up Email.png|center|thumb|Sign up Email from PC, with QR Code to scan with phone camera|200x200px]]

[[File:Confirm Email.png|center|thumb|Confirm Email on the phone using email app.|400x400px]]Tap 'Confirm Email Address' to open the EventR Team app with your confirmation. If you chose to continue the flow on a different device, such as a computer, you will be presented with a QR code to scan with your phone camera as highlighted in the image below, which will lead you to the same place.[[File:Sign up Email.png|center|thumb|Sign up Email from PC, with QR Code to scan with phone camera|200x200px]]

You should now be back in the EventR app, with a form to fill in your details. Make sure these are correct. Note phone and Country are optional.

You should now be back in the EventR Team app, with a form to fill in your details. Make sure these are correct. Note phone and Country are optional.

[[File:Add your user details.png|center|thumb|Add your user details|400x400px]]

Confirm your password on the next screen - this will be used to login in to the [[EventR Enterprise Coordinator Hub Guide|Enterprise Coordinator Hub]] if you choose to use that in the future.

Confirm your password on the next screen - this will also be used to login in to the [[EventR Enterprise Coordinator Hub Guide|Enterprise Coordinator Hub]] if you choose to use that in the future.

[[File:Confirm Password.png|center|thumb|Confirm Password|400x400px]]

Next you must agree to the terms and conditions of use - in particular the User Agreement and User Privacy Notice. Optionally join our marketing subscription, allowing us to send you emails and marketing materials about new releases and opportunities. Then tap "Create Account".

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You may be presented with this screen if you have a corporate email and someone has already created an account for your domain name. In the image below, I have an @softpauer.com address, so it's found all other @softpauer.com teams. This allows you to [[Request access to a team|request access to that team]], allowing the existing administrator to add you in. This will hand you over to the administrator to add to [[Itineraries]].

However we're going to make a new team. A Team is a group of users and itineraries, and since you created this team, you will be the owner and an administrator of it. You can be a member of other teams, but this one will be yours. Select "Create a new team", and press "Continue".

However we're going to make a new team. A Team is a group of users and itineraries, and since you created this team, you will be the owner and an administrator of it. You still can be a member of other teams, but this one will be yours to administrate and own. Select "Create a new team", and press "Continue".

Give your new team a name - It should be relevant to your organisation, not an event you're planning to run, however, it can be changed later.[[File:Set team name.png|center|thumb|Set team name|400x400px]]

@@ Line 1: / Line 1: @@
 === Welcome to the Getting Started Guide! ===
-EventR is designed to be quick to get up and going - starting with the app in the [https://l.softpauer.com/ios AppStore] or [https://l.softpauer.com/android Play Store]. However even before you have the app, you may be invited by the team coordinator. If so, follow the [[Joining a Team Guide]].
+EventR is designed to be quick to get up and going - starting with the EventR Team app in the [https://l.softpauer.com/ios AppStore] or [https://l.softpauer.com/android Play Store]. However even before you have the app, you may be invited by the team coordinator. If so, follow the [[Joining a Team Guide]].
 This guide will assume you want to come in fresh, and have never accessed EventR before.
@@ Line 9: / Line 9: @@
 Enter your email, or optionally pick a federated login source - currently we support Google, Apple and Microsoft as login providers. For this example, we'll assume you just entered your email, and pressed continue:
 [[File:Sign up to EventR Screen.png|center|thumb|Sign up to EventR Screen|400x400px]]
-EventR will send you an email to that address to confirm your sign up. Close EventR for the moment, and open your inbox to find the email. You can continue setup on a different device, if you prefer, but it's easier to continue on the same device.
+EventR will send you an email to that address to confirm your sign up. Close the app for the moment, and open your inbox to find the email. You can continue setup on a different device, if you prefer, but it's easier to continue on the same device.
 [[File:Sign up wait for email.png|center|thumb|Sign up wait for email|400x400px]]
 Make sure to check spam, and make sure to wait a while, as some mail servers delay first time emails.
-[[File:Confirm Email.png|center|thumb|Confirm Email on the phone using email app.|400x400px]]Tap 'Confirm Email Address' to open the EventR App with your confirmation. If you chose to continue the flow on a different device, such as a computer, you will be presented with a QR code to scan with your phone camera as highlighted in the image below, which will lead you to the same place.[[File:Sign up Email.png|center|thumb|Sign up Email from PC, with QR Code to scan with phone camera|200x200px]]
+[[File:Confirm Email.png|center|thumb|Confirm Email on the phone using email app.|400x400px]]Tap 'Confirm Email Address' to open the EventR Team app with your confirmation. If you chose to continue the flow on a different device, such as a computer, you will be presented with a QR code to scan with your phone camera as highlighted in the image below, which will lead you to the same place.[[File:Sign up Email.png|center|thumb|Sign up Email from PC, with QR Code to scan with phone camera|200x200px]]
-You should now be back in the EventR app, with a form to fill in your details. Make sure these are correct. Note phone and Country are optional.
+You should now be back in the EventR Team app, with a form to fill in your details. Make sure these are correct. Note phone and Country are optional.
 [[File:Add your user details.png|center|thumb|Add your user details|400x400px]]
-Confirm your password on the next screen - this will be used to login in to the [[EventR Enterprise Coordinator Hub Guide|Enterprise Coordinator Hub]] if you choose to use that in the future.
+Confirm your password on the next screen - this will also be used to login in to the [[EventR Enterprise Coordinator Hub Guide|Enterprise Coordinator Hub]] if you choose to use that in the future.
 [[File:Confirm Password.png|center|thumb|Confirm Password|400x400px]]
 Next you must agree to the terms and conditions of use - in particular the User Agreement and User Privacy Notice. Optionally join our marketing subscription, allowing us to send you emails and marketing materials about new releases and opportunities. Then tap "Create Account".
@@ Line 21: / Line 21: @@
 You may be presented with this screen if you have a corporate email and someone has already created an account for your domain name. In the image below, I have an @softpauer.com address, so it's found all other @softpauer.com teams. This allows you to [[Request access to a team|request access to that team]], allowing the existing administrator to add you in. This will hand you over to the administrator to add to [[Itineraries]].
-However we're going to make a new team. A Team is a group of users and itineraries, and since you created this team, you will be the owner and an administrator of it. You can be a member of other teams, but this one will be yours. Select "Create a new team", and press "Continue".
+However we're going to make a new team. A Team is a group of users and itineraries, and since you created this team, you will be the owner and an administrator of it. You still can be a member of other teams, but this one will be yours to administrate and own. Select "Create a new team", and press "Continue".
 [[File:Select an Existing team - create new.png|alt=Select an Existing team - Create New|center|thumb|Select an Existing team - Create New|400x400px]]
 Give your new team a name - It should be relevant to your organisation, not an event you're planning to run, however, it can be changed later.[[File:Set team name.png|center|thumb|Set team name|400x400px]]