Eventsforce

Kim de Vries

For admins: Manage users and account settings

System administration

Learn how to create new users and set up their permissions on Eventsforce Classic.

How to add a new user

Learn how to create user roles to restrict user access and abilities on Eventsforce Classic.

How to create and edit user roles

Learn how to send a password reset link to one of your users on Eventsforce Classic.

How to reset a password for an Eventsforce user as an admin

Learn how to configure a user to have API access and generate an API key.

How to set up an API user and key

Learn how to reset your Eventsforce user password to log back into Eventsforce.

How to reset my Eventsforce password

Users and roles

A reference guide to understanding event access groups on Eventsforce Classic.

Event access groups (Reference)

Learn about our new feature, event access groups.

What are event access groups?

Learn how to add users to event access groups on Eventsforce Classic.

How to assign event access groups to users

Learn how an event access group can be associated with an event on Eventsforce Classic.

How to assign event access groups to events

Learn how to add event access groups to restrict user access on Eventsforce Classic.

How to create event access groups

Learn how event access groups will effect departments on Eventsforce Classic.

How will event access groups work with departments?

Event access groups

Learn how to report on which database items are PII (personally identifiable information) on Eventsforce Classic.

How to report on PII (personally identifiable information) database items

Learn how to classify registration questions as PII for GDPR purposes on Eventsforce Classic.

How to mark database items as PII (Personally Identifiable information)

Learn how Eventsforce can anonymize records automatically on Eventsforce Classic.

Automatic anonymization (GDPR)

Frequently asked questions that relate to GDPR and anonymization.

What is anonymization?

Learn how to manually anonymize records in Eventsforce Classic.

Manual anonymization (GDPR)

What is GDPR?

A reference guide to managing your Eventsforce data (GDPR) on Eventsforce Classic.

Managing your data retention policy in Eventsforce (Reference)

Learn how to anonymize a group attendee or registration contact on Eventsforce Classic.

How do I anonymize a person in a group registration event?

Learn how you can anonymize all attendees within a past event and delete the registration audit trail on Eventsforce Classic.

How to use event anonymization and delete registration audit trail

Learn how to anonymize a person who exists in a future event on Eventsforce Classic.

How to anonymize a person in a future event

GDPR administration

Learn how to delete a database item from the Eventsforce Classic system.

How to delete a database item from the system

Learn how to enable single sign-on in Eventsforce Classic.

How to set up SSO using SAML 2.0

Learn about the sandbox account  on Eventsforce Classic and how to access it.

What is a sandbox account and how to access it

System settings

What you need to know about Eventsforce support and their availability.

Eventsforce Support Service

Learn which browsers work best with the Eventsforce software.

Eventsforce browser compatibility

Support

Learn how to link your Eventsforce account to your Salesforce account for Eventsforce Classic.

How to set up the Salesforce plugin

Learn how to link Eventsforce fields to Salesforce on Eventsforce Classic.

How to configure Salesforce field mapping

A reference guide explaining our Salesforce plugin for Eventsforce Classic.

Salesforce integration (Reference)

Learn how you can import Salesforce campaigns into your event on Eventsforce Classic.

How to import a Salesforce campaign

Salesforce

Learn which languages are supported by Eventsforce for multilingual events on Eventsforce Classic.

Which languages does Eventsforce support?

Learn how translations files can be imported and alternative languages activated in Eventsforce Classic.

How to enable different languages in Eventsforce and import translations

Learn how to set up your event in multiple languages on Eventsforce Classic.

How to set up a multilingual event

Multilingual (Translations)

www.eventsforce.com

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.