You can create an event if you have been given permission to within your project.
...
Steps
| Info |
|---|
If you cannot see the Event option in your Create dropdown menu, follow these additional steps:
|
Steps
Select Create in the top menu
Select Event (If you do not find option for event refer the blue box above)
Select the Project that the event belongs to (this option will be skipped if you only have access to one event)
Select the Event Category to use to create the event (this option will be skipped if your project only has one event category assigned to it)
The rest of the form loads
Add the basic event fields:
Event name
Start date and time
End date and time
...
Event Managers
Event Workers
Event Capacity
The Add more fields to this form? option is displayed on the right-hand side of the page.
Clicking on it will redirect you to the Manage Event Category page, where you can edit the event category that you intend to use when creating a new event.
Once you are done entering all the necessary fields, press Save.
You arrive on the Event’s page
| Info |
|---|
The Add more fields to this form? option will be displayed only if the user is a Charity Admin. |
Terminology
Event Managers
They are users with permission to edit the event, i.e. access the Edit Event page.
Give people who will be administering an Event the Event Manager role
Event Workers
They are users who are designated as working at the event
A user who is the Event Manager can also be an Event Worker
If Assign Guests to Event Workers is enabled, it is the Event Workers who can be assigned to a Guest; not an Event Manager
Event Guests
They are the Contacts who have been added to the event as guests
The range contacts who can be added to an event is restricted to the contacts within the project that the Event is linked to
An event is linked to a single project
Event Capacity
By default each event has Unlimited Capacity. This means that you can add as many guests as you want.
Alternatively you can set an event to having Fixed Capacity. You are then prompted to enter a number for the maximum capacity of the event. This will restrict the number of guests that can be added to the event, to that number