Events Settings

From Events, Events settings you can manage options your organisation uses across events.

Note: To limit access, use the Settings permission for event roles from Control panel, Security.

Event categories

Set the event categories — such as golf tournaments or annual fundraisers — your organisation uses to group events.

Note: Event types in the database view are known as event categories in web view. The predefined event categories in database view — sporting event, dinner, class, and other — don't appear in web view unless you add them.

  1. From Events, select Events settings .

  2. Select Event category.

  3. Select Add.

  4. Enter a name. The name appears as an option for Category when you add — or edit the details of — an event.

  5. Select Save.

  1. From Events, select Events settings .

  2. Select Event category.

  3. Select Edit or Delete from the menu of the category to change or remove.

  4. Adjust the name or change the status as necessary.

  5. Select Save.

After you add categories, such as golf tournaments or annual fundraisers, choose them from the Category field when you add or edit the details of events.

Note: The Category field only displays active categories.

To view specific events in a category, use the Event category filter (or Category column) in the event list under Events.

Participation levels

A participation level is an event field your organisation configures to show how participants are involved in events, such as attendees, sponsors, staff, or vendors.

  1. From Events, select Events settings .

  2. Select Participation level.

  3. Select Add.

  4. Enter a name. The name appears as an option for Participation level when you add or edit an event participant.

  5. Select Save.

Note: You can also configure participation levels from Control panel, Tables, Participant Types.

  1. From Events, select Events settings .

  2. Select Participation level.

  3. Select Edit or Delete from the menu of the level to change or remove.

  4. Adjust the name or change the status as necessary.

  5. Select Save.

After you add participation levels, choose them from the Participation level field when you add or edit participants.

Note: The Participation level field only displays active levels.

To view participants with a specific participant level, use the Participation level filter (or Participation level column) in the participants list for an event.