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Banquets - Getting Started

Overview

Banquet Event Orders (BEOs) can be generated for each event. In order to create a Banquet Event Order for multiple events, you can create a Batch Generation of BEOs.

Use Case(s)

The Club is having a managers meeting and needs to give all the managers a BEO for each event for the upcoming week/month.

Content


Accessing the Tool

 To print a batch of BEOs or other event documents you will go to Events (on the left).

 


 

FAQs

Q: What role is required to add a new User?
A: User Admin role is required to add any new users to the system.

Q: How can I delete a User that is no longer with the Club?
A: Access the Settings menu, then Users, and Manage Users. From here, click Deactivate next to their name. Please Note: There is not a delete option,  only deactivate.

Best Practices

  • Only give New Users the access that is needed, it is not recommended to make everyone an Admin User.

  • Make sure when creating a New User, check the box that allows for New Users to reset their password on the next login for security purposes.

  • When adding a new user, be sure to include an Email Address. The User will need this to access any forgotten login information.

Downloadable Guide

 

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