ECH Admin Page: Difference between revisions

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~~[[File:ECH~~ Admin ~~Sections Tab~~.~~png|thumb|ECH Admin Sections Tab]]~~

== Overview ==

The ~~Admin screen~~ is where you control various settings for your organisation.

On the Admin page, the EventR app and the Coordinator Hub can be configured using the '''Settings''' and '''Permissions''' tabs.

~~[[File:ECH Admin Screen.png|thumb|ECH Admin Screen~~ on the ~~organisation tab]]~~

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 ===

[[File:Screenshot 2026-07-15 at 11.04.55.png|center|thumb|513x513px|ECH organisation page (admin tab)]]

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

=== Settings Tab ===

{| class="wikitable"

|+

!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 Modes|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...

{| class="wikitable"

|+

!User

|Users can have each of their permissions toggled individually.

|-

!Guest

|Guests have EventR Team access, but <u>no</u> 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 <u>forever,</u> 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). [[File:Four Available Checkbox Colours.png|center|thumb|Clockwise from top left: Black, Green, Grey, Locked.]]

=== Theme Tab ===

[[File:ECH Admin Theme Tab.png|thumb|ECH theme screen (admin tab)|center|507x507px]]Create custom app theme for team members.<div style="clear:both;">

=== Section Setup Tab ===

[[File:ECH Admin Sections Tab.png|thumb|ECH sections screen (admin tab)|center|514x514px]]

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

@@ Line 1: / Line 1: @@
-[[File:ECH Admin Sections Tab.png|thumb|ECH Admin Sections Tab]]
+== Overview ==
-The Admin screen is where you control various settings for your organisation.
+On the Admin page, the EventR app and the Coordinator Hub can be configured using the '''Settings''' and '''Permissions''' tabs.
-[[File:ECH Admin Screen.png|thumb|ECH Admin Screen on the organisation tab]]
+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 ===
+[[File:Screenshot 2026-07-15 at 11.04.55.png|center|thumb|513x513px|ECH organisation page (admin tab)]]
+Basic information about your organisation, including billing information and subscription summary.
+<div style="clear:both;">
+=== Settings Tab ===
+{| class="wikitable"
+|+
+!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 Modes|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'
+|}
+<div style="clear:both;">
+=== 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...
+{| class="wikitable"
+|+
+!User
+|Users can have each of their permissions toggled individually.
+|-
+!Guest
+|Guests have EventR Team access, but <u>no</u> 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 <u>forever,</u> 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). [[File:Four Available Checkbox Colours.png|center|thumb|Clockwise from top left: Black, Green, Grey, Locked.]]
+<div style="clear:both;">
+=== Theme Tab ===
+[[File:ECH Admin Theme Tab.png|thumb|ECH theme screen (admin tab)|center|507x507px]]Create custom app theme for team members.<div style="clear:both;">
+=== Section Setup Tab ===
+[[File:ECH Admin Sections Tab.png|thumb|ECH sections screen (admin tab)|center|514x514px]]
+Deactivate and active sections of your itinerary to alter their visibility to your team members.
+<div style="clear:both;">