ECH Admin Screen

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

Organisation Tab

ECH organisation screen (admin tab)

Basic information about your organisation, including subscription summary.

Settings Tab

Setting	Definition
In app editing enabled for admins only	Prevents other roles from carrying out in app editing
Disable in app editing for everyone (including admins)	Leaves in app editing responsibility with owner
Disable user invites in app	Prevents generation of user invite links in app
Disable chat in app	Disables app chat
Disable location sharing in app	Disables app location sharing
Enable Booking Service in the coordinator hub	Enables Hotel Booking service to be accessed in ECH
Expense Tracking mode	Personal means expenses are managed solely within the app, while Approval enables full approval workflow integration within the ECH.
Enable Booking AI in the coordinator hub	Enables Booking AI in ECH
Number of days events can be added before event starts	Set day window
Number of days events can be added after event ends	Set day window
Name format for team members in the EventR Coordinator Hub	Choose from a list of first name, second name, and initial combinations
Name format for team members in the EventR App	Choose from a list of first name, second name, and initial combinations
Name format for team members in the team PDF	Choose from a list of first name, second name, and initial combinations
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.
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

Allocate permissions to the following 4 roles: User, Guest, Admin, Owner.

Permission	Definition
Full Control	Activates all permissions
Create Itinerary	Ability to create itineraries
Edit Itinerary	Ability to edit itineraries
Delete Itinerary	Ability to delete itineraries
Create User	Ability to create users
Edit User	Ability to edit users
Delete User	Ability to delete users
Modify Claims	REQUIRES INFO
Access Coordinator Hub	Ability to access ECH
Chat Access	Ability to access chat
Team Page Access	Ability to access 'team' page
Add or Edit Costs	Ability to add or edit costs
View Costings	Ability to view costings
Add Guests	Ability to add guests
Generate PDFs	Ability to generate PDFs
Add Theme	Ability to add theme
Settings Page	Ability to access settings page
Planner Page	Ability to access planner page
Itinerary Tags	REQUIRES INFO
View user's private information	Ability to view user's private information
Managing Group Chats	Ability to manage group chats
Delete Group Chats	Ability to delete groupchats
Add Expenses	Ability to add expenses
Forward Emails To Booking AI	Ability to forward emails to Booking AI
Access Booking AI	Ability to interact with Booking AI
Send Message	Ability to send message
User View	REQUIRES INFO
Check Todo Item	Ability to check 'To-do' item

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.