Users and Permissions
You can update permissions for individual users by going to Settings > Users and Permissions. For more details, click this link
Positions & Roles people can take
You can create positions and roles, to which people can later be assigned to, by going to Settings > Positions & Roles for People. There are two differences between a position and a role
- A person can have many roles, but only one position
- When a person is assigned a role, anybody in their group can look up their contact details through the "Contact Details" page on the dashboard.
For more details about these two fields, see the positions page, or the roles page.
Event Teams/Positions
An event may require a team of staff to fulfil different roles or positions in supporting the event You can create event positions (which are separate from a person's position in the organisation) by going to Settings > Event Teams/Positions and clicking the 'Add New' link at the bottom of the page. For more details, about event positions, click this link
Groups
You can create a group by going to Settings > Groups, and clicking the 'Add Group' link at the bottom of the page. For more information about groups, click this link
Configuration
The behaviour of the event management system can be customised through the settings found under Settings > Configuration. Changes made under this section are done on a per-group basis; you can select the group that you wish to affect by using the 'Change' link next to the group name at the top of the page. If the group that you are affecting has any sub-groups within it, those sub-groups will also be affected.
Email & SMS Notifications
Default settings can be set for Email and SMS notifications through the 'People' tab. You can set these so that people will receive weekly emails, as well SMS notifications for event changes, etc. People can opt-out of these through their individual settings.
Expenses
Payroll & Allowances
Invoicing & Hourly Rates
Billing
Audit Logs
You can track changes to all major components of the events management system by going to the area for which you wish to view changes (e.g. a person's page), and clicking 'View Modification History' from the 'Select an action...' dropdown menu at the bottom of the page. For more details, click this link
Accounting Package Integration
Information such as customer lists and payrolls can be imported into and exported from both MYOB and Xero. For more information, click this link