1. The Configuration
Workshop
Administrate

2. • Companies
• Branding
• Regions and Tax Types
• Countries
• Locations & Venues
• Configuration Pro Tips
Today

3. What is a Company?

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?

5. What is Branding?

6. • Display your unique image
• Display your brand guidelines
• Promote your brand
Why is Branding Important?

7. What is a Region?

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?

9. What is a Country?

10. Company Vs Region
COMPANY
REGION
REGION
REGION

11. Company Vs Region
COMPAN
Y
REGION
REGION
COMPAN
Y
COMPAN
Y
REGION
REGION
REGION
REGION

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?

17. • IMAP Email Integration
• Event Workflows
• Custom Fields
• Instructor Rates
Configuration Pro-Tips

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

22. Thank You!
support@getadministrate.com