Admin Section

The Admin Section access is given as part of a role permission. If you do not see the Admin Section when following these instructions, please reach out to your NNI account manager or MainEvent Admin User. To find the admin section, look to the Navi...

The Global Admin will control settings and setup at (you might want to sit down here) the global level. This means that the settings you save here will apply to all clients and programs on the site. Along the left hand side of the page, you will see...

The Client Admin allows you to set client-specific settings for each different client on your MainEvent site. To access a client, look under Global and click Clients . This will bring you to the Clients section and from there, you can click Edit ...

Position Types Position Types allow you to assign staff to specific shifts. This will allow users to see straight away what type of event or shift they will be working. Whether they’re coming in as a BA, Team Lead, or Shift Manager, creating Posi...

Things happen, events get missed. To be able to set your events into Missed status, you need to first set up Missed Reasons in the Admin. Under the Events header, select Missed Reasons . This will automatically take you to this section. You can al...

If you’ve got staffing enabled, you may have payroll enabled as well. And if you have payroll enabled, you likely have some people who are looking to get paid. And if you have people wanting to get paid, you need to know why you’re paying, Enter: Th...

If you have payroll enabled on your MainEvent site, you’ll need to configure your Pay Periods. This will make sure that your staff are paid on time. Pay Periods are set on the Global level. It is not possible to have varied pay periods across diffe...

The Program Admin allows you to create specific settings for a Program running within a Client site. Each Program will have a unique Program Admin page. Settings cannot be copied or shared between Programs. To access the Program Admin, you must fir...

Using Products on MainEvent starts with adding them and that happens in the Admin section. Click Admin on the navigation menu and select View . You will now be on the Global Admin page. On the left side of the page, you’ll see the Global Conf...

Want to let people know where you’re going to be and when? How about making a list, a public list? MainEvent lets you set the terms of what people can see and when with a configurable interface. Add your own logo, create a landing page, choose you...

MainEvent offers you the chance to bring the outside in with Public Requests. Include a request site within your already existing web presence or create a public facing request page all on its own. Let the public or agency users without MainEven...

So, we've created a request page, but what if you're running multiple programs and they each have a request site? You might want a landing page that would allow for users to see their options and make a selection from there. We've got you covered....

The Location Hierarchy is the ‘spine’ of your MainEvent site, allowing you to determine who can see what locations, complete what tasks, get what rates. It controls who manages whom, which people you can message, basically, it starts the ball roll...

Welcome to the MainEvent Admin Section. This section of the site will allow you to configure your site to your needs on a Global, Client, and Program level. We’ll go over the specifics of how to set up each section of the admin further on, but her...

Clients Section The Clients Section of the Global Admin lists all clients on your MainEvent site. This is how you will enter the individual client-level admin settings. The list will include all clients (active and inactive) that are or have been...

Location Attributes Would a rose by any other name smell as sweet? Would a location without an attribute be as useful? Location Attributes are a handy tool to assist with tracking location data. Tag locations with attributes that will help set th...

MainEvent offers several options for automated communications to be sent to users on the site. SMS and email alerts allow you to ‘set it and forget it’. This article will outline Global and Client alerts. Global Alerts Global alerts allow you ...

Claims exist on all levels of the admin in MainEvent. This allows you the flexibility to set up claims globally and tailor them to meet the needs of each Client and Program thereafter. Claim Types Claim Types are the titles for specific cl...

The asset management configuration is used to set up and help manage all asset related questions within a client block. With the use of toggles and custom fields, you have the ability to customize the asset creation, editing, and requesting to you...

Client Settings are used to define what functionality and attributes are associated with a specific client. This includes the ability to add/change logos, toggle the clients status between active and inactive, as well as determine the name of the ...

You can quickly assign all users with a given role to a client by using the Mass Assign Client section. Simply select the role you would like to assign the client to and then click Assign and all users with that role will now be assigned to the ...

If you’re using the Contacts section on the event summary page (See Event Settings  Section) you can provide a dropdown list of contact types to select from when adding contacts to an event. The drop down allows for consistent classification of...

The Event Settings section of the client admin section can be used to toggle a variety of options that affect the event creation process. These settings will apply to all events under a client and can only be edited by admin users. To edit a clie...

Event Type Groups can be used to add additional logic on the add event page to filter down which Event Types appear. This can help drive users to the correct Event Type selection and help with more accurate reporting. The Event Type Groups are not...

Every event created in the system will be assigned to an Event type. Event Types are used to classify events into different categories as well as to drive additional questions on the Add Event page. Create/Edit Event Types In order to naviga...

Things happen, events get missed. So, let’s figure out what we can do to set your events into a missed status. Admin To make use of the Missed Reasons feature on MainEvent, you have to set them up in the Admin section of the site first. So, ou...

MainEvent allows you to recap and report on specific products that you may want to collect data on. Whether you’re selling or sampling, adding products to your site allows you to include product-specific questions on your recaps and reports to get...

Claim exceptions allow you to set limits on how large of a claim can be submitted without a warning to staff. They create limits on what you're willing to pay someone for a specific claim type without special scrutiny. Claims beyond the exception ...

Location Types allow you to differentiate between places, specifically types of places. Running sampling events at both bars and restaurants? Maybe even a sports venue or festival? Location Types allow you to add another layer of reporting and fil...

Adding a new program to an existing client is as easy as 1, 2, 3….4,5,6,7,8,9. Which is not to say it’s difficult, just that there are certainly some steps involved. Follow this document to learn how to create a new program and setup the admin for...

Once an event takes place, being able to view and analyze outcomes is huge! With the MainEvent leads module, you can combine event scheduling, recap, and leads data all in the same place. For an additional fee you can pull in lead data from a 3r...

Save time by assigning default files at the Program-level admin. Adding files at the Program level will assign that file to all events created within that program. If you have instructions or other files that need to be conveyed to users for all...

There may be some user groups or markets of which you want to assign everyone to a program. This is most quickly accomplished by making use of the Program Assignment section in the admin. The first section you’re going to see relates to assigni...