Steps for configuring an instance in Attend are as follows.
Super user: Create an Event Type.
- Under the System Admin tab at the top of the page, select 'Manage Event Types'.
- Select the 'Create New Event Type' button.
- Complete the required fields Name, Public URL (for your department or program) and Contact Email.
- The remaining fields are not required to create a type, but will allow you to prefill attributes of events of this type. Each attribute has a '?' window with additional details regarding functionality.
- Select the 'Create Event Type' button at the bottom of the page. The Manage Event Types page will load with the new type listed in a table.
- Super user/Staff
Super user/Staff: Update Event Type Attributes and Additional settings.
- Select 'Manage' from the right column to view and update the type.
- View/manage additional settings at the bottom of the page:
- User Authorizations (Hosts/Staff)- add users per role by UTEID.
- Hosts can create and update their own events. At least one host is required per event type.
- Staff can do everything but create event types. Staff entries are not required.
- A user with a staff entry will also need a host entry to appear on the host list for the event type.
- Subtypes - add subcategories for event types (optional)
- The 'General' subtype is created by default when the event type is created. This name and details can be overwritten as needed.
- Intake questions per subtype (optional)
- Select 'Create'
- Locations
- Notifications
- Qualfications
- User Authorizations (Hosts/Staff)- add users per role by UTEID.
Super user/Staff/ Host: Create and manage events
- To create events, select 'Manage Events' from the 'Event Admin' tab at the top of the page.
- Select Single to create one event, or Multiple to create more than one event at once. Multiple events aren't a series and so will need to be updated individually once created.
- Enter the required start and end date and times, the meeting format, and subtype specifications.
- Update any prefilled fields as needed.
- Default status for events is Active, but you can change that to Draft until you're ready for it to show on the calendar.
- Select 'Create event' at the bottom of the page.
Super user/Staff/ Host: Manage attendees
- Enroll/Invite attendees at the bottom of the page
- Post URLs to events, event types, host