Eligibility to create an Event
Eligibility to create an event is limited to Administrators and Event builders.
An Administrator is a user with elevated permissions to manage accounts.
An Event builder is a user authorized to create and configure events.
An Event is a record in the platform representing a scheduled activity.
Before creating an event, verify that the correct account is active.
The active account is visible via the account or organization icon on the upper left side.
Steps to create an Event
To create an event, click the Add a New Event button on the interface.
Click Add a New Event to start the process.
The interface may present an option to Go to a Template Browser or Don't Use a Template - Start from Scratch.
Discuss with the team which option is best for the event to be created.
If Don't Use a Template - Start from Scratch is selected, add new event information.
The common information includes Event Name, Event Code, Time Zone, and Status.
Event Code is used as a directory to store the files.
It is not recommended to change the Event Code once the event information is saved if files and images are already uploaded.
Changing the Event Code would affect the path and could corrupt the uploaded files and images.
After all the information is added, the event can be saved.
For more information about event creation, checkout the tutorial video titled Create a new event.
Important considerations
The Event Code should not be changed after saving the event and uploading files or images.
The Event Code is used as a directory to store files.
Changing the Event Code would alter the path and corrupt uploaded files and images.
After all information is added, the event can be saved.
A tutorial video titled Create a new event is available for more information.
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