New Administrator Checklist
Last updated: April 5, 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.
Note: Each Knowledge Base article link will open in a new window.
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.
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.
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.