Company Tools
Updated 3 months ago
by
Lisvan Reyes Ricardo
The company tools are the functionalities available to your company according to the purchased plan. You can enable and disable the tools as you wish.
How can I access the company tools?
To access the company tools, at the company level, go to Account > Tools.
There are 11 sections of tools :
Enabling and disabling tools
To enable or disable a tool, click the Edit button in the top right corner of the platform.
- To disable a feature for the company and therefore disable a feature for All Events, you must untick the checkbox of the correspondent feature, and press End to save the changes. You will see the word No once a feature is disabled.
- To enable a feature for the company and therefore enable the feature to be chosen for any events, you must tick the checkbox of the correspondent feature, and press End to save changes. You will see the word Yes once a feature is enabled.
Searching for tools
You can search for specific tools by clicking on the Search button on the upper right, typing in the tool you are looking for in the Search terms fields, and pressing the blue button Search.
Activating all tools
You will also have the option to activate all main features by clicking Edit and then pressing the Activate all tools button on the left-hand side.
By selecting this option, all features from the Start, Registration, Live, Compliance, Hospitality, and Pass sections that are available in the plan you have purchased will be enabled. Press End to save the changes.
Login section
- Usernames: if you do not have or cannot use the email address of your participants, you can register your participants by using a username. Click here for further information on usernames.
- Registration: by enabling this tool, you will allow your attendees to sign up for the event via mobile app without the need for previous registration via the platform. Click here for further information on this option.
- One time login: it creates a single registration, requesting only the person's name and no password recovery. Click here for further information.
- Allow non-sso login: allows non-sso login when SSO is enabled and active. Click here for further information on Single Sign-On.
- Login through Facebook: it allows attendees to sign up for the event by connecting the Facebook account logged into their own smartphone with the app. Click here for further information.
- Login through LinkedIn: it allows attendees to sign up for the event by connecting the Facebook account logged into their own smartphone with the app. Click here for further information.
- Marketo ID Auth: allows users to sign in using the Marketo ID Auth URL. Click here for further information on the Marketo integration.
Control section
- Admission email: it allows an email to be sent to attendees that have tried enrolling and are awaiting approval. Click here for further information on the admission email.
- Confirmation email: it allows an email to be sent to all participants confirming their entry into the event. Click here for further information on the confirmation email.
- Rejection email: it allows an email to be sent whenever you deny someone's enrollment into your event. Click here for further information on the rejection email.
- Meeting email: Allow to send an email confirming a meeting with an attendee. Click here for further information.
- Company admin email: it allows all company admins to receive an invite email with a link to access the platform. Click here for further information on the company admin email.
- Event admin email: it allows all event admins to receive an invite email with a link to access the platform. Click here for further information on the event admin email.
Block section
For this category, there are tools that block the attendee from modifying their profile, chats, posting, or editing their agenda.
Access this article for further information on each option.
Extra section
- Foreign support: it allows adding custom details relevant to organizations outside the United States.
- Email link tracking: it enables support for link tracking to get click reports on your email analytics. Click here for further information.
- Multiple events: it enables support for multiple events on your mobile app.
- App search bar: it shows the event search bar on the mobile app for users.
