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Accessing
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FAQs
Q: What is the best way to set pricing, so that I do not have to manually recalculate allocated amounts every time we change the price of an overall package.
A: Use the Package Pricing - Percentage Amount Allocation. Once %’s are established, as prices change, system will automatically recalculate proper revenue allocations based on services required.
Q: What is the best way to determine profitability on the event items?
A: Ensure to enter a Cost as well as a Price to the event menu to assist in calculating profitability
Q: How many Service Item Categories can we have?
A: You can have as many Service Item Categories that you would like.
Q: What is the purpose of Service Item Categories?
A: Service Item Categories allow you to organize your service items and easily search for items by filtering by category.
Best Practices
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the Tool
To add a new user, first view the Settings menu on the bottom right of the home page.
Once in the Settings menu, select Users.
The Users drop down menu will expand to show My Settings, User Settings, Distribution Lists, and Imports. Under User Settings, you will select Manage Users.
Select New.
New User Detail
Complete the New User information sections with all appropriate information. See below for each role assigned settings.
Please Note: Required Fields include Username, Password, First Name, Last Name, Email, and Module, Role, Hierarchy Authorization, Ownership Group, and Change Password.
Settings for Various Roles
User Admin
Able to create new Users, make changes to Settings, and add/edit Events
Module - Events Module Access
Role - Full User Access with Full Admin
Hierarchy - All Access
Ownership Group - Admin Access
Settings Admin
Able to make changes to Settings, and add/edit Events
Module - Events Module Access
Role - Full User Access with Limited Admin
Hierarchy - All access
Ownership Group - Full User Access
Full User
Able to add/edit Events, but not make changes to Settings
Module - Events Module Access
Role - Full User with No Admin
Hierarchy - All access
Ownership Group - Full User Access
View Only
Able to access calendar of events, but not able to add/edit events
Module - Events Module Access
Role - View Only
Hierarchy - All access
Ownership Group - View Only
Best Practices
- Only give New Users the access that is needed, it is not recommended to make everyone an Admin User.
- Make sure that when creating a New User, you check the box that allows for them to reset their password upon their next login for security purposes.
FAQs
Q:
Downloadable Guide
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