FAQ Event Site

1. What is the best first step for setting up my site?
2. Where should I begin in setting up my live auction?
3. Where can I learn more about how to use the software?

A: We understand that getting started can feel a bit overwhelming. One of the best ways to begin is by using the Event Planning Wizard, located on your site's Dashboard page (Admin > View Dashboard).

Click the blue "Get Started" button and answer a few quick questions about your event. The wizard will then provide a personalized list of helpful instructions tailored to your needs.

Other resources we offer include:

• Getting Started Webinars: Sign up for our free webinars designed to help you get started with your event planning journey. Sign Up for our Free Getting Started Webinars.
• Learning Tools: Explore our shared spreadsheet pages and instructional videos to familiarize yourself with the tools available. Learning the Tools Shared by all Spreadsheet Pages + Video.
• Help Resources: Access a variety of helpful resources along with instructional videos to guide you through the process. Help Resources.
• New Auction Chairs: If you're new to managing auctions, start here for essential tips and guidance.
  Help Resources.

If you get stuck or run into questions while setting up your event site, don't hesitate to reach out. Use the blue Help Widget on the right side of any event screen to contact our Customer Support Team—they’re here to support you every step of the way!

1. Should volunteers use my login at the event?
2. How are staff roles assigned on my site?
3. How can I create logins for my team?

A: The easiest way to create an account for a team member is to send them an Invitation To Join Your Team from your event site Dashboard page. Creating User Accounts for Your Event Team 

*Note: Creating user records requires an event site role of Chair or Account Manager

To invite a team member:

1. Go to Admin > View Dashboard.
2. Scroll to the Your Team section.
3. Click the Add Team Member button.
4. Fill in the details and send the invitation.

The recipient will receive an email with a link to set up their account and access the event site. 

1. How do I delete past team members from the site?
2. How can I remove a role from a guests record?
3. What are the steps to delete a user who no longer needs access?

A: To protect important data related to your event history the software will block the deletion of any record with an associated transaction.

Examples of records that cannot be deleted include:

• Donors who have made a donation
• Users who have made a purchase
• Items that have received bids or been sold
• Users with assigned roles such as chair, admin, or volunteer

Here's how you can delete staff members with assigned roles:
Step 1: Remove User Role
Before deleting a staff member's account, you must first remove their assigned role:

1. Navigate to Admin > Dashboard
2. In the Your Team list, click the user's name
3. Click the Edit button (top right)
4. Go to the Login Info & Roles tab
5. Change their role to NONE
6. Click Save
    

Step 2: Delete User Record: Deleting Records (Users, Donors, Items)
Once the role is removed, you can delete the user:

1. Go to Admin > Manage Users
2. Check the box next to the user(s) you want to delete
3. Click the Bulk Actions button
4. Select Delete Users from the dropdown menu
5. Click the blue Continue button to confirm deletion