Home Administrators and Events Coordinators

Administrators and Events Coordinators

  1. Manage Internal Users and Roles

    1. Setting up new users

    2. What Roles Can be Assigned to a User?

    3. Managing User Profiles

    4. Invite/Re-invite Users

    5. Delete vs. Deactivate User Profiles

    6. How to log as another user (as an Admin)

  2. Manage Guests

    1. Adding guest to your event

    2. Creating health care professional (HCP) travelers

  3. Events

    1. Learn More About Events

    2. Create an Event

    3. Manage and monitor your event

    4. View your event RSVP link

    5. SMS Notifications

    6. Email Notifications

  4. Travel

    1. Travel Policy for Events

  5. Payment

    1. Connect your Card and issue individual virtual Cards