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The Organizer Portal

Manage all your events in one place!

Ariane Ramirez avatar
Written by Ariane Ramirez
Updated over 3 months ago

The Organizer Portal allows you to easily manage all events under the same organizer or company. It has several tabs to view a list of events, event activation, usage reports, team members, integrations, audience, and more. This article will discuss each option and how it is useful for organizing your events.

Accessing the Organizer Portal

  • Login to your Admin Console

  • Click Manage Organization from the bottom of your left-side panel or the arrow on the upper left. Either of these will lead you to your Organizer Portal.

Note: If you're on the Enterprise or White Label plan, you won't see the Billing and Integration tabs while in the organizer view. Instead, you must go to your Enterprise or White Label Dashboard. You can do this by clicking the My Enterprise tab from your Organizer portal.


Tab 1: Events

The Events tab showcases all the events under your organization. From here, you can also create a new event.

Active & Upcoming, and Past Events Tabs

  1. Name - the name of the event

  2. End Date - date and time when the event concludes

  3. Revenue - revenue from the event's ticket sales

  4. Registrations - quantity of tickets sold

  5. Status

    • Preview - the event has not been published

    • Public - the event is published and is added to our event listing site for additional exposure.

    • Private - the event is published and has not been added to our event listing site.

  6. Event Plan - the subscription the event is on

  7. Action - Clicking the eye icon on the right side will show or hide the event from the organizer page. The 3 dot menu has other event options:

    • Edit - redirects you to the admin console to edit the event

    • Duplicate - duplicate the event

    • Save as template - save as an event template for future events

    • Delete - delete the event

Templates Tab

If you've organized an event before and want to use the same settings for future events, you can save that event as a template. These event templates let you quickly apply pre-selected event elements, saving valuable time building your new event.

Tab 2: Organizer Profile

The Organizer Profile has 2 subtabs: Profile Details and Widgets.

Profile Details

This allows you to edit your Organizer page. The Organizer Page enlists all events under that organizer and will enable you to add more information about your organization. You can share this page with your audience to promote all your events where they can easily purchase tickets.

Widgets

The Widgets tab contains 2 widgets from your organizer page that you can embed on your website. You can embed your whole organizer page and your event calendar. You can use the code provided to embed the widget on your website.


Tab 3: Billing

Billing has 2 subtabs: Event Activation and Account Usage.

Event Activation

This subtab will show you your current plan on top. When you scroll below, you can select which plan you want to activate.

If you haven't purchased a plan, it will say Free under the current plan. The Free plan applies only to testing and fundraising events. If you have a ticketed event, you'll need a paid plan. If you subscribe to a paid plan, it will show the plan name under the current plan.

Below the current plan name, you should see four sections to track the use of your registrant credits and the creation of sessions allotted to your plan.

  • Select Events - choose an event to display the event billing details of that event.

  • Attendees Usages - download a list of checked-in attendees in the selected event. Note that attendees who entered before publishing the event won't appear in this list, and attendees manually checked in by admin or staff will only be added to the list when they enter the virtual event hub. Click here to learn more about Attendee Usages Report.

  • Registrants - this counts how many attendee day credits you have used and included in your plan. Click here to learn more about Registrant Credits.

    • Example: If your plan comes with 500 credits and you have exactly 500 registrants for your event, you don't need to pay anything extra for the Registrant Usage Fee. However, if you exceed 500 registrants, you will be billed a fixed amount per excess registrant, depending on your plan.

  • Sessions - This is the number of sessions in the event and is included in your plan.

To pay for a plan, click Buy Now. For higher plans, you'll need to book a meeting with our sales team to finalize the contract.

Single Event Plan Counter

If you subscribe to a single-event plan like Professional, you'll see a 0/1 counter under the plan amount. This means that 1 professional plan was purchased, and the event with the professional plan has not been published.

Account Usage

This subtab only appears if you've already activated a plan. This will show your billing date, renewal date (for annual plans), the current balance you need to pay when you receive your bill, and a breakdown of what you've already paid for and its inclusions. You also have the option to pay your balances from here.

The billing date will always be at the end of the month following the event's conclusion.

You may see another item in the usage breakdown called Attendee Days, which indicates the number of attendee day credits used for that event. The View button will show you more details on the attendee day credits used.


Tab 4: Team

The Team tab lists users at various levels. You can invite or add organizer admins from this page, resend access invitations, and remove team members. You can also manage email notifications for all team members across your organization's events. Use the dropdown at the top to filter team members by event or view all under the organizer.

  • Owner - this is the person who added the Organization to Accelevents. An owner cannot be deleted.

  • Billing Contact—By default, the Owner is selected as a Billing Contact. Only one billing contact can represent your team, and only the Owner may change it by choosing a new one and unselecting the previous billing contact.

  • Admin - there are two types of admins - Event Admin and Organizer Admin

    • Event Admin - if an event admin is added through the Admin Console's Settings > Manage Team, they are automatically added as admin in the Organizer Portal.

    • Organizer Admin - If an organizer admin is added through the organizer portal, they are limited to accessing the Organizer Portal. They cannot access the event for editing.

From this page, you can also disable the notifications you receive when someone registers for the event. Disabling it from the Organizer Portal applies the same setting to all events under the organizer.


Tab 5: Integrations

Integrations

The integrations tab will show you which platforms you can integrate with Accelevents. Once integrated, you can import and export event data from those platforms (HubSpot, Salesforce, and Marketo). We are looking to expand our integrations with other platforms. Stay tuned!

Note: The integration feature is not available for the Starter Plan

API and Webhooks

You can also generate an Accelevents API Key from this page and create webhooks.

Note: The API feature is only available for Enterprise and White Label Plans

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