Event Dashboard

Access

The Event Dashboard is the planner’s “home page” for an event.

Use these buttons to switch between the two pages: the Setup Dashboard and the Registration Dashboard..

Certain will remember your choice, so when you return to the Dashboard you'll see the same page but can click the relevant  button to switch to the other one.

	When you arrive on the page for the first time you see the Setup Dashboard, with quick links to major setup areas. See Setup Dashboard for details.
	Click the Dashboard button to switch to the Registration Dashboard, with registration summaries and actions like finding or adding registrations, See Registration Dashboard for details.

Details common to both Setup and Registration Dashboards

• Header – Displays the  Event Name, Dates and Times, Location, and Mode (e.g., Test or Live).

  • Click the outline star icon in the header to mark the event it as a favorite, making it available from the  Favorites global navigation icon.

  •  Click the solid star icon to "unfavorite" an event,  removing it from the Favorites list.

• Event Details – Go to  Details" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Event Details where you can edit those details and many more.

Buttons:

These buttons (at top right) lead to pages for these actions:

• Find – Search for registrations

• Add Registration – Create a new registration record

• Import – Import registration data from an external file

• Import Salesforce Members – Import campaign members from associated Salesforce campaigns. Requires a Salesforce Connection to be in place.

• Scan – Scan a registration from a badge or confirmation that includes a barcode

• 'Assign Roles'" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline; font-weight: bold;"Assign Roles – Assign roles and a user for each one to this event.
  Available only to a Registration Support user who's classified as the  Event Details','Lato,10',10,10,00000000,0xd6d9db)" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline; background-color: rgb(226, 242, 249);"Event Owner of the event.
  (Event Planners and Administrators assign roles from Event Setup > Details, but Reg Support users cannot access that page.)