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The Enterprise or White Label Dashboard

Ariane Ramirez avatar
Written by Ariane Ramirez
Updated over 2 weeks ago

The Enterprise or White Label Dashboard

This dashboard lets you manage all events under your Enterprise or White Label account. The dashboard has tabs that show information on events, organizers, event management, team members, billing, integrations, audience analytics, and account settings.

Accessing the Enterprise or White Label Dashboard

Once your Accelevents account manager activates your Enterprise or White Label account, you will be given your login and dashboard URLs. They would look something like this:

Login URL: https://www.accelevents.com/u/wl-login/companyname

Dashboard URL: https://www.accelevents.com/u/wl/companyname/home

Create Events under your Enterprise or White Label account

Events should be created from the Enterprise or White Label Dashboard to ensure all your events are under your account.

But before creating an event, you must create an Organizer first, as every event has to be under an organizer. Consider an organizer, a folder that helps you categorize your events. Under your Enterprise or White Label account, you can create as many organizers as you want.

1. Create an Organizer

  • Go to the Organizer tab

  • Click New Organizer

  • Add the organizer's name, email address, and URL (required)

  • Add the other information such as logo, description, website and address.

  • Click Add Organizer at the bottom

2. Create an Event

  • Click + Create Event from the Events tab.

  • Follow the next prompts to create an event; you will be asked to assign the event under an organizer.

  • After creating the event, you will be redirected to the event's admin console, where the event can be customized. To go back to the Dashboard, click the arrow found on the leftmost side of the header or click Manage Organization found at the bottom of the navigation menu. This will lead you to the Organizer Portal.

  • Once you are in the Organizer Portal, click My Enterprise. This will lead you to your Enterprise or White Label Dashboard.

Enterprise or White Label Dashboard Menu

Tab 1: Events

The Events tab shows all the events under your Enterprise or White Label account. From here, you can also create new events.

Note: If your events are not showing on this tab, they were created outside your Enterprise or White Label account. Please contact us through chat or your account manager to move the event.

Active & Upcoming, and Past Events

  1. Name - the name of the event

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

  3. Type - the event format (Virtual, Hybrid, or In Person)

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

  5. Registrations - quantity of tickets sold

  6. 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 is not added to our event listing site.

  7. Event Plan - the type of plan subscription for that event

  8. Event Type - the event format (Virtual, Hybrid, or In Person)

  9. Attendee App - indicates whether the event is visible in the attendee app

  10. 3 dot menu

    • 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

    • Attendees Usage - the Attendee Usages report will show all the checked-in attendees, including speakers and exhibitors who entered without a ticket

Templates

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: Organizers

The Organizers tab shows all the organizers under your White Label or Enterprise account. From here, you can also create a new organizer. When you click the organizer's name, it will open the Organizer Portal, where you can see the organizer's profile and all the events under that organizer.

  • Logo - the logo of the organizer

  • Organizer Name - the name of the organizer, when clicked it will take you to the Organizer Portal

  • Events - total number of events created under the organizer

  • Tickets Sold - total number of tickets sold from events under the organizer

  • Action - the Edit button has these options:

    • View Organizer - will lead you to the organizer's portal

    • Edit Organizer - will lead you to the organizer profile tab of their organizer portal

    • Delete Organizer - will delete the organizer

    • Edit Organizer Public Landing Page - will lead you to the organizer's public landing page


Tab 3: Event Management

The Event Management menu allows you to receive and review event proposals before approving and creating the events. This menu has 3 subtabs:

  • Request Form - this is the form you customize and send out to get event submission requests.

  • Submissions - this is where you will review, approve and create the approved proposals.

  • Emails - this is where you customize the emails the proposers will receive when the status of the proposal changes.


Tab 4: Team

The Team tab shows all team members under your White Label or Enterprise account. You can add new members here and view team members from specific events.

  • Name - the name of the team member

  • Email - the email address associated with a team member's account

  • Role - the assigned role for the team member

  • Billing Contact - a check will show if the member is a billing Billing Contact. The Billing Contact will receive invoices for any events under the organizer.

  • Action - you can resend their invitation to join the White Label or Enterprise account using the paper plane icon. Using the gear icon, you can do the following:

    • Settings - update user's settings if they want to be notified when a new event under their account is created

    • Edit - edit the user's details

    • Delete - delete the user from the White Label or Enterprise account


Tab 5: Billing

The Billing menu will show you your current plan (White Label or Enterprise) and the Usage Report tab will show your account's billing date, renewal date, usage breakdown and allow you to pay your balance for events and attendees.


Tab 6: 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). The integration will apply to all events under your account.

The API Key tab allows you to generate an API Key, and there is also an audit log showing information on actions done with the API Key.

The Webhooks tab allows you to set up a webhook to get notified about certain actions in the event such as registrations, check ins, ticket info changes, session registration and more.


Tab 7: Audience Analytics

The Audience Analytics menu lists all the attendees from all events under your account. You can create list segments that allow you to view and download attendees with specific parameters.


Tab 8: Settings

The Settings menu has 6 subtabs:

General

This is applicable to White Label accounts only, where you set your account's default contact information, social media links, advanced settings for White Label, including domain settings. You can further customize your account by defining the description for your About Us, Terms of Service, Privacy Policy, and more.

Branding

This is applicable to White Label account only. The Branding tab lets you set the default branding for all events under your account. This includes the default colors and images when creating events.

Event Directory

This Event Directory tab allows you to customize the Public event listing page's design and layout. When you click the Edit Page button, it will open up the template editor.

Payment Processing

This is where you can connect a payment processor. This payment processor will apply to all events under your White Label or Enterprise account. The payment processor can still be changed on the event level by going to Settings > Payment Processor of its admin console.

SSO Configuration

You can set up a Single Sign On option through Salesforce, Okta, Microsoft Entre and Ping identity.

Security

This is where you can enable and require 2FA (two-factor authentication) for admins when they log in.

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