LITE 2015 - Configuration Workshop
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This document provides an overview of key configuration settings in Administrate, including companies, branding, regions, countries, locations, venues, and pro tips. It describes how companies represent businesses, regions define currencies, and locations specify event locations. Venues represent supplier organizations that provide training facilities. Pro tips include email integration, event workflows, custom fields, and instructor payment rates to streamline operations. The document aims to help users understand and optimize Administrate's configuration options.
LITE 2015 - Configuration Workshop
- 2. • Companies • Branding • Regions and Tax Types • Countries • Locations & Venues • Configuration Pro Tips Today
- 3. What is a Company?
- 4. • Your Company/Business • Trading name • Company Registration details • Logo • Bank Details • Default values for working days • Time zones • Invoice languages • Multiple companies (Enterprise Clients) What is a Company in Administrate?
- 6. • Display your unique image • Display your brand guidelines • Promote your brand Why is Branding Important?
- 7. What is a Region?
- 8. • Used to sell the same events in different financial zones • Regions define your currency • Allow you to create in-depth reports Why is a Region Important?
- 9. What is a Country?
- 10. Company Vs Region COMPANY REGION REGION REGION
- 11. Company Vs Region COMPAN Y REGION REGION COMPAN Y COMPAN Y REGION REGION REGION REGION
- 12. • Where your Event is held • Name of a city or venue • The Location Description can hold additional information What is a Location?
- 13. • Provides students and Event personnel, the details of the Location of the Event Why are Locations Important?
- 14. • A specific building and/or room • External to your organisation What is a Venue?
- 15. • Locations are nonspecific and venues are fixed to a supplier • A Venue is an Account (organization) which supplies you with the training What’s the Difference Between a Venue and a Location?
- 16. • You usually rent the Venues • Typically, you can be invoiced for these Venues Why might you use Venues over Locations?
- 17. • IMAP Email Integration • Event Workflows • Custom Fields • Instructor Rates Configuration Pro-Tips
- 18. • Synchronise all emails sent between all your Administrate Users and your Contacts • Communication Transparency • Security measures apply • Viewable in the Account’s and Contact’s page Configuration Pro-Trips: Email Integration
- 19. • Enforce your organisation’s workflow around creating and administering Events • Define a standard set of Tasks for Public and Private Events • Pick and choose which Tasks are important to each Event Configuration Pro-Tips: Event Workflow
- 20. • Capture important business data • Create detailed records • Enhance reporting and filtering • Creating marketing/email lists Reduce manual records • Create any kind of field you want for your Accounts or Contacts, and Events, and label them as you require Configuration Pro-Tips: Custom Fields
- 21. • Ensure you know how much you should be paying your instructors • Set various rates • Used in conjunction with the Instructor Payment Report Configuration Pro-Tips: Instructor Rates