Setting Up an Organizational Admin (OA) Form

Published August 14, 2023

Overview

The Eventfinity Organization Admin (OA) allows limited dashboard access for event participants to post content. Additionally, OAs can be used to create directories where attendees can scan other attendees’ QR codes for lead retrieval.  

How To

1. Create or identify the attendee field to use as the identifier for creating a group OA admins in Attendees | Attendees List | Attendee Settings
2. Create an OA Registration Form from the Forms menu with the fields needed.
3. Create a Group of Attendees requiring access.
4. Create a Directory that includes the new OA group. Set the directory TYPE as Registration Management
   
5. Scroll down and attach the appropriate REGISTRATION FORM to the directory.
6. Add/order the display fields and Save.
7. Create a new URL for attendees under Event Settings | Event URLs and set the PAGE URL TYPE  as Login and Save.
   

8. Enjoy a tasty beverage - you're done.