Admin Section

31 Articles in this category

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Admin Section

31 Articles in this category

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Finding the Admin

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...

Global Admin

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...

Client Admin

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 ...

Staff

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...

Missed Reasons

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...

Claim Types

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...

Pay Periods

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...

Program Admin

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...

Adding Products

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...

Public Event Lists

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...

Public Requests and Landing Page

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...

Public Request Landing Page

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....

Location Hierarchy - Adding Slots

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...

Admin Overview

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...

Adding a Program and Recap

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...

Admin - Locations

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...

Automated Alerts - Notifications via Email and SMS

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 ...

Claim Admin

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...

Client Admin - Asset Management Configuration

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

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 ...

Mass Assign Client

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 ...

Admin - Contact Types

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...

Admin - Event Settings

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...

Admin - Event Type Groups

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...

Admin - Event Types

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...

Missed Reasons - Admin, Manual, Tools

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...

Products

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

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

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...

Mass Assign Program

There may be some user groups from which you want to assign everyone to a program. This is most quickly accomplished by making use of the Mass Assignment section in the admin. All the active management user roles will be listed in the left hand me...

Adding a New Program

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...