Functions of the account level

Functions of the account level

The following menu items are available in the side menu:

  • Events: In the event list all events of your account are displayed, which either have the status Setup/Testing or Active. You can use the Status selection field to filter the list and, if necessary, also display events with the Archived status by setting the selection field to Show All and confirming with a click on Search. The number next to the menu item, e.g. Events (54), also includes archived events. The creation of new events is also started from here: to do this, you can either start the Event Wizard or duplicate an event from the list.
  • Contacts: In the contact list all guests of all events are shown summarized.
  • Target groups: Cross-event target groups can be created and managed here.
  • Templates: Here you can create and edit Design and Event templates for your account, which can be used to create new events

  • Administration
    • Users: Here you can manage the account users.
    • Accounts: Here you can manage the basic data of your account by clicking on the edit icon in the list to the left of the account name. Users of a parent account with appropriate authorization can create and manage sub-accounts on this page by clicking on the "Add account" button in the upper right corner.
    • Settings: Here you can manage the basic data of your account.
    • Data & Imprint: Set default settings for all events in your account.
    • Sender: Create an individual sender email address.

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