Organiser Client - Admin Account Management: Account Creation

Feature Purpose:

Admin accounts allow multiple members of the organiser’s team to access the back-end of an event(s) each with a unique log in and a unique set of permissions.

Creating an Admin Account

Path 1: Main Admin Panel -> Accounts -> Add User

In the main Admin panel, selecting Accounts and then Add User opens a general account creation form. This form allows for the setup of essential details for a new admin account:

• Photo: Option to upload a profile picture for quick identification.

• Name & Surname: Fields to enter the administrator’s first and last name.

• Job Title: A description of the admin's position or role within the organization.

• Email (Username): The primary email address for the user, which also serves as their login username.

• Password: A field to set a secure password, with guidelines provided via an info icon.

• Admin Categories: Specifies the particular areas or categories the admin will be responsible for managing.

The form also includes additional settings:

• Receive System Notifications: A checkbox that, when selected, allows the admin to receive relevant system updates and alerts.

• Events Access: A dropdown where specific events can be selected, giving the admin access only to the events relevant to their role.

This path is ideal for creating a general admin account without tying it directly to a specific event. Additional event-specific permissions can be set later if needed as outined here

Path 2: Event-Specific Admin Account Setup

The second path provides more detailed options tailored to a specific event. When an event is selected, clicking Add User opens a customized account creation form that enables admins to set up user access specific to that event.

This form includes all the standard fields described above, as well as several event-focused customization options:

• Pages to Access: A permissions table that lists all available modules and settings pages, allowing for granular control over access levels within the event. Admins can set:

  • Full Access: Grants complete control over the module.

  • Read Only: Allows the admin to view content but restricts any changes.

  • No Access: Completely blocks access to that module.

  Modules covered include important areas such as Event Setup, Registration Settings, Hospitality, Management, Exhibitor Manual, Hosted Buyers Management, Marketing, Analytics, OnSite, and Data. Each module can be expanded to configure access to specific submodules.

• Admin Tags: An additional feature available through this path, allowing for the assignment of admin tags to the account. Organiser Client - Admin Account Tags: Overview

Finalizing Account Creation

In both paths, the account creation page includes a Save User button, which finalizes the setup and saves all customized settings and permissions. This ensures that the new admin account is immediately ready for use with all specified access controls in place.