Global Admin Course Overview & Comprehensive Playlist

Unit 1: User & Event Type Management

This unit and its corresponding Help Center resources cover:

• Accessing the Global Admin System
• Managing the User List
• Adding a New User
• User Account Management Recommended Practices
• Event Types

1.1 - Accessing the system

1.2 - Managing the User List

1.3 - Adding a New User

1.4 - UAM Best Practices

1.5 - Event Types

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Unit 02: System Setup & Company Management

This unit and its corresponding Help Center resources cover:

Primary Navigation Components Global Navigation Bar Left Navigation Bar Breadcrumb Navigation Bar Content Area Event Data Categorization Events Home Page Events Dashboard Page Left Navigation Bar Options Exposition Floor Plan Event Settings

Global Navigation - Companies Company Imports Search for a Company Add a Company Company Record Left Navigation Options Company Info Additional Info Relationships Activity Priority Points Applications Booths

2.0 - Primary Navigation Components

2.1 - Global Navigation - Events

2.2.1 - Global Navigation - Companies - Section 1

2.2.2 - Global Navigation - Companies - Section 2

2.2.3 - Global Navigation - Companies - Section 3

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Unit 03: Floor Plan Management

This video series and its corresponding Help Center resources cover:

Layout Menu Tools Merge (Basic & Advanced) Split Delete Revive Assignment Menu Tools Assign Vacate Reserve Confirm Move Advanced Menu Tools Halls Pavilions SubExpos Move In/Out Booth Type

NES Create Duplicate Move Delete Markings Create Duplicate Move Delete Filter View Layers

3.0 - Floor Plan Management - Introduction

3.1 - Floor Plan Management - Layout Introduction

3.2.1 - Floor Plan Management - Merge

3.2.2 - Floor Plan Management - Merge (Advanced)

3.3 - Floor Plan Management - Split

3.4 - Floor Plan Management - Delete

3.5 - Floor Plan Management - Revive

3.6 - Floor Plan Management - Assignments Introduction

3.7 - Floor Plan Management - Assign

3.8 - Floor Plan Management - Vacate

3.9 - Floor Plan Management - Reserve

3.10 - Floor Plan Management - Confirm

3.11 - Floor Plan Management - Move Exhibitor

3.12 - Floor Plan Management - Advanced Introduction

3.13 - Floor Plan Management - Hall

3.14 - Floor Plan Management - Pavilion

3.15 - Floor Plan Management SubExpo

3.16 - Floor Plan Management Move In/Out

3.17 - Floor Plan Management - Booth Type

3.18 - Floor Plan Management - Custom Booth Fields

3.19 - Floor Plan Management - NES Introduction

3.20 - Floor Plan Management - NES - Create

3.21 - Floor Plan Management - NES - Duplicate

3.22 - Floor Plan Management - NES - Move

3.23 - Floor Plan Management - NES - Delete

3.24 - Floor Plan Management - Markings Introduction

3.25 - Floor Plan Management - Markings - Create

3.26 - Floor Plan Management - Markings - Duplicate

3.27 - Floor Plan Management - Markings - Move

3.28 - Floor Plan Management - Markings - Delete

3.29 - Floor Plan Management - Filter View

3.30 - Floor Plan Management - Layers

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Unit 04: Exhibitor Booth Records

This unit and its corresponding Help Center resources cover:

• When and how an Exhibitor Record is created
• What data is pulled to the Booth Record
• Company & Booth Record communication
• Product Categories & Custom Exhibitor Fields
• Onsite Contacts

4.0 - Company & Exhibitor Booth Records

4.1 - Product Categories & Subcategories

4.2 - Custom Exhibitor Fields

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Unit 05: Communication & Reporting

This video series and its corresponding Help Center resources cover:

Template Management Template 30, Template 89 Where to find reports

Relevant reports for EMM Core Booth Inventory Report Exhibitor Report Company Report Contact Report Product Category Report UDC Report

5.0 - Template Management

5.1 - Reporting

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Global Admin Resource Library

Our Zendesk Help Center articles are valuable sources of information, providing guidance and solutions for various issues you may encounter. They are essential tools carefully curated to serve you best while you seek assistance and enhance your understanding of the features and functionalities the A2Z Events tech platforms offer.
 

User Mgmt & Event Type Mgmt
User Management	Accessing the System Managing the User List Adding a New User Best Practices
Event Types	New Event Existing Event How Events Use Event Type Event Settings

System Set Up & Company/Contact Mgmt
Primary Navigation Components	Global Nav Bar Left Nav Bar Breadcrumb Nav Bar Content Area
Global Navigation: Events	Event Data Categorization Events Home Page Event Dashboard Left Navigation Bar Options Exposition Floor Plan Event Settings
Global Navigation: Companies	Import Companies Search for a Company Add a Company
Company Record	Left Navigation Bar Options: Company Info, Additional Info, Relationships, Activity, Priority Points, Applications, Booths

Introduction to Floor Plan Management
Layout Menu	Merge Merge Advanced Split Delete Revive
Assignments Menu	Assign Vacate Reserve Confirm Move
Advanced Menu	Halls Pavilions SubExpo Move In/Out Booth Type

Introduction to Floor Plan Management
NES	Create Duplicate Move Delete
Markings	Create Duplicate Move Delete
Filter View Function
Layers Function

Company & Exhibitor Records
Company Record	Add a Company Company Search Company Booths
Exhibitor Booth Record	Booth Info Screen Product Categories Add a Company Logo to a Booth Profile Custom Exhibitor Fields

Exhibitor Communication & Relevant Reports
Template Management	Email Template Summary
Reports	Booth Inventory Report Exhibitor Report Company Report Company Contact Report Contact Report Product Category Report UDC Report