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ECH Admin Page: Difference between revisions

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== 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'''
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=== 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 ===
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|-
|-
|'''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'''
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|-
|-
|'''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 Modes|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'''
|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'''
|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'''
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|}
|}
<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.
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;">
<div style="clear:both;">
=== Theme Tab ===
=== Theme Tab ===
Retrieved from "https://eventrwiki.softpauer.com/index.php/ECH_Admin_Page"