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
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' |
Theme Tab
Section Setup Tab
Deactivate and active sections of your itinerary to alter their visibility to your team members.