Setting up your organisation
You'll need a few bits of information before your organisation can start using EventWorks
Your organisation's name and address.
Your organisation's logo(s). This should be either a .PNG or .JPEG file.
A list of users that need access to the system.
Any information that should appear on your invoices, such as bank details or your VAT number
After logging in for the first time, be sure to change your password from the temporary one that was issued to you. You can use this article to help you to change your password.
Next, access the EventWorks settings by selecting the cog on the top toolbar (just next to the Log out button) then the General settings. Below is a breakdown of each of the fields.
Company Name : Insert your company name here.
Address : Insert your company address here.
Logo : This logo will be used on quotes and invoices.
Menu logo : This logo will replace the 'EventWorks' logo on the navigation bar on the left side of the site.
Hide sales graph from the dashboard : This will hide the Total Sales graph that appears on the default dashboard. This can be amended at any time. A guide to fully customise your dashboard can be found here .
Pagination Limit : This will set the maximum number of search results that are displayed on any one page.
Disable resource functionality : This will prevent any usage of the Resources feature. This can be amended at any time. A guide to using this feature can be found here.
Preview PDFs before downloading (open in a new tab) : When this is ticked it will open any PDFs in a new tab allowing you to preview and then download the document, if it is unticked it will simply download the document.
All of the above fields can be amended at any time, so you can leave the settings as default and come back to them once you have familiarised yourself with all of the other features of EventWorks. Then simply press Save at the bottom of the page.
Your organisation has now been setup!
You'll now want to start adding your users. These should be any individual who will require access to EventWorks. Here is a step by step guide to adding your staff members.
Select Staff from the navigation bar on left, then Users.
This displays all users attached to your organisation. Select Add user at the top right hand side of the page.
This brings you to the Add User template. Once you have entered the personal details of the user you will see the fields Team, Roles, Abilities, and Notifications towards the bottom of the page. If you leave these blank then the user will be allocated standard permissions. These can be amended at any time.
Press Save at the bottom to complete the setup of the new user.
Repeat these steps to add more users to your organisation.
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Your organisation's name and address.
Your organisation's logo(s). This should be either a .PNG or .JPEG file.
A list of users that need access to the system.
Any information that should appear on your invoices, such as bank details or your VAT number
After logging in for the first time, be sure to change your password from the temporary one that was issued to you. You can use this article to help you to change your password.
Next, access the EventWorks settings by selecting the cog on the top toolbar (just next to the Log out button) then the General settings. Below is a breakdown of each of the fields.
Company Name : Insert your company name here.
Address : Insert your company address here.
Logo : This logo will be used on quotes and invoices.
Menu logo : This logo will replace the 'EventWorks' logo on the navigation bar on the left side of the site.
Hide sales graph from the dashboard : This will hide the Total Sales graph that appears on the default dashboard. This can be amended at any time. A guide to fully customise your dashboard can be found here .
Pagination Limit : This will set the maximum number of search results that are displayed on any one page.
Disable resource functionality : This will prevent any usage of the Resources feature. This can be amended at any time. A guide to using this feature can be found here.
Preview PDFs before downloading (open in a new tab) : When this is ticked it will open any PDFs in a new tab allowing you to preview and then download the document, if it is unticked it will simply download the document.
All of the above fields can be amended at any time, so you can leave the settings as default and come back to them once you have familiarised yourself with all of the other features of EventWorks. Then simply press Save at the bottom of the page.
Your organisation has now been setup!
You'll now want to start adding your users. These should be any individual who will require access to EventWorks. Here is a step by step guide to adding your staff members.
Select Staff from the navigation bar on left, then Users.
This displays all users attached to your organisation. Select Add user at the top right hand side of the page.
This brings you to the Add User template. Once you have entered the personal details of the user you will see the fields Team, Roles, Abilities, and Notifications towards the bottom of the page. If you leave these blank then the user will be allocated standard permissions. These can be amended at any time.
Press Save at the bottom to complete the setup of the new user.
Repeat these steps to add more users to your organisation.
Was this article helpful? Let us know by rating the article below!
Updated on: 07/09/2020
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