This document provides an overview of key configuration settings in Administrate, including companies, branding, regions, countries, locations, venues, and pro tips. It describes how companies represent businesses, regions define currencies, and locations specify event locations. Venues represent supplier organizations that provide training facilities. Pro tips include email integration, event workflows, custom fields, and instructor payment rates to streamline operations. The document aims to help users understand and optimize Administrate's configuration options.

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