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

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

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