New Administrator Checklist

Last updated: September 27, 2023

Welcome to EventBuilder! We're glad you're here. Before you get started building Events, there are a few tasks for Administrators to complete. We created this New Administrator Checklist for you with links to the corresponding Knowledge Base articles to get you set up and on your way to creating virtual Events that rock.

Step One: Portal Configuration

By now, you've received your welcome email with your username and Portal URL. The first step for you is to log in and get your Portal configured and customized for your organization. 

Portal Configuration

Step Two: Adding User Accounts

Next, Administrators can add additional named User Accounts (typically Organizers) if applicable.

Adding and Setting Up User Accounts

Step Three: Create a Portal Template

Think of your Portal Template as the base layer for your Events. With a Portal-level Template, you can set default questions and upload specific files to ensure consistent data collection across all your Events.

Learn about Templates

Step Four: Customizing Your Dashboard

EventBuilder includes several widget options to arrange on your Portal Dashboard for quick, at-a-glance information about your Events. Customize and arrange them to work best for you.

Customizing Your Dashboard

Step Five: Create a Test Event!

We recommend creating a test Event to get a feel for how to create Events with EventBuilder. We'll take you step-by-step.

Head to our Knowledge Base Table of Contents to get started!