4. • Your Company/Business
• Trading name
• Company Registration details
• Logo
• Bank Details
• Default values for working days
• Time zones
• Invoice languages
• Multiple companies (Enterprise
Clients)
What is a Company in Administrate?
8. • Used to sell the same events in
different financial zones
• Regions define your currency
• Allow you to create in-depth
reports
Why is a Region Important?
12. • Where your Event is held
• Name of a city or venue
• The Location Description can
hold additional information
What is a Location?
13. • Provides students and Event
personnel, the details of the
Location of the Event
Why are Locations Important?
14. • A specific building and/or
room
• External to your
organisation
What is a Venue?
15. • Locations are nonspecific and
venues are fixed to a supplier
• A Venue is an Account
(organization) which supplies
you with the training
What’s the Difference Between a
Venue and a Location?
16. • You usually rent the Venues
• Typically, you can be invoiced
for these Venues
Why might you use Venues over Locations?
18. • Synchronise all emails sent
between all your Administrate
Users and your Contacts
• Communication Transparency
• Security measures apply
• Viewable in the Account’s and
Contact’s page
Configuration Pro-Trips: Email Integration
19. • Enforce your organisation’s
workflow around creating and
administering Events
• Define a standard set of Tasks
for Public and Private Events
• Pick and choose which Tasks
are important to each Event
Configuration Pro-Tips: Event Workflow
20. • Capture important business data
• Create detailed records
• Enhance reporting and filtering
• Creating marketing/email lists
Reduce manual records
• Create any kind of field you want
for your Accounts or Contacts, and
Events, and label them as you
require
Configuration Pro-Tips: Custom Fields
21. • Ensure you know how much you
should be paying your
instructors
• Set various rates
• Used in conjunction with the
Instructor Payment Report
Configuration Pro-Tips: Instructor Rates
