ECH Admin Page

Overview

On the Admin page, the EventR app and the Coordinator Hub can be configured using the Settings and 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

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 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.

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

Organisation Tab

ECH organisation page (admin tab)

Basic information about your organisation, including billing information and subscription summary.

Settings Tab

Setting	Definition
In app editing enabled for admins only	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)	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	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	This hides the Chat tab on the app.
Disable location sharing in app	Disables app location sharing
Enable Booking Service in the coordinator hub	Checking this displays the Book Hotel button on the app and on the hub on the Accommodation section.
Expense Tracking Mode	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	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	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	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	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	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	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	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	Once sections have been enabled, you can require users to provide and share additional information sections with the team
Toggle severity of additional user information	Once sections have been required, you can set alert levels.By default a required section is set to 'Dot marker'

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. The permissions can be allocated to each of 4 roles...

User	Users can have each of their permissions toggled individually.
Guest	Guests have EventR Team access, but no activated permissions.
Admin	Owners can allocate users to become admins, who can then have their individual permissions adjusted to reflect the level of control they require, should they need more control than standard users.
Owner	The team owner will remain owner forever, and will always have 'full control' selected, i.e. all permissions activated across all scopes.

The checkboxes can either be green (permission activated), greyed out (unable to toggle that permission), black (permission not activated) or locked (denies a permission that may be implied by the permissions in other scopes).

Clockwise from top left: Black, Green, Grey, Locked.

Theme Tab

ECH theme screen (admin tab)

Create custom app theme for team members.

Section Setup Tab

ECH sections screen (admin tab)

Deactivate and active sections of your itinerary to alter their visibility to your team members.