Sweap set up for admins
Administrator's guide to setting up your account
General account settings
Enable AI Feature
The event tags - creation and usage
Create guest fields for your account
Adding deletion rules to automatically delete guest data
Set up templates
User roles and permissions
Permission sets - Default user roles in Sweap
Permissions and configuration of default permission sets
User permissions and their functions in Sweap
Setting up new users
Roles and permissions
API and publishing package function
Implementing the event overview page within your website
Implementing the event overview page in an IHK24 website
Use Sweap's Zapier integration
Import of distributors with EVA
Import groups and committees from EVA master data
Sweap app and devices for check-in
Set up domain and e-mail address
Getting started with Sweap - Basics
Event overview and dashboard
Basic structure of the event overview
The action field and its functions
The calendar view for your events
The event dashboard - overview
Create a new event
Using time zones in Sweap
Duplicate an event to use it as a template
The preview mode for creating e-mails or webpages
Using the correct image sizes
Create text with the HTML-Editor
AI feature in use in HTML editor
Use placeholders in Sweap
Customize headlines and text with HTML
Linking emails and websites in Sweap
Support and data protection at Sweap
Data tracking with Sweap
Questions about security & data protection
Sweap AI - Questions about security & data protection
Increasing security - introduction of Keycloak
Session limits - session limitation
Send your feedback about Sweap
Manage your user settings
Connecting Zoom to your virtual events
Multi-factor authentication with Sweap
Search and filter functions
The search function in Sweap
Using the filter function in Sweap
Last Update and Last Reply of your guests
Best practice, online webinars and updates
Create and manage contacts and guests
Create, import and export guest information
Add guests to your list
The guest import with Excel
Edit guest information and change the status manually
Export your guestlist
Create and manage contacts
Manage attributes for guests and divisions
Postal mail invitation and QR code
Setting up and sending e-mails
The guest salutation
Create guest salutation with our salutation assistent
Use your own salutation form in your e-mails
The email types and their use
The different types of email templates
The Email template LA LUNA
E-mail builder: creating e-mails
Configure emails - set up an invitation email
Call to Action Button withinin emails
Create mails more efficient with using the duplicating function
Insert links for virtual events into e-mails
Insert stock photos into emails
Send a test e-mail
Font types in emails
Troubleshooting for E-Mails
Opt-In states and bounces
Reduce spam probability of e-mails
Display images correctly in my email
Delivery notification and bounces in the e-mail log
Basics for the successful delivery of e-mails
Tracking email opening rates
Important information about blocked e-mail addresses - status "mailjet: preblocked
Sending out e-mails
Registration pages & Virtual event platform pages
Registration page basics
Registration page - using the Website Builder
Registration page - using the websitze wizard
Templates for your webpage
Contents and modules of a registration page
Texts, colours and design for the registration page
Settings to close the registration page - Website Wizard
Registration options settings within the Website Wizard
Embed your own font in Sweap
CSS & Java Scripts for website customisation
Header and footer within a website
Publish events on your own website
Font types in websites
Setting up the registration form
Configuration of a registration form
Add a checkbox with URL to the registration form
Show and hide form fields
Enter accompanying persons (registration form)
Virtual Event Platform
Integrations and modules for the Virtual Event Platform
Operate and monitor events with Sweap
Event status and the stages of your events
Postponing and cancellations of events
The confirmation status from guests
Event Insights - The key figures of your event
Sweap guestlist app and check-in
Table of Contents
Updated by Julia Walther
In this article you will learn what's behind our user permissions. We explain which function is hidden behind which setting.
How standard user roles are defined can be found here.
User and account
System Access: General Access to the WebApp Account
Show account: Account information is displayed
Change account: Possibility to change account name and stored contact data.
Buy licence: "Buy event" button in the dashboard is displayed or hidden
Data of existing users can be modified and/or additional users can be added or deleted.
visibility groups (optional - must be enabled by Sweap for the first time): Possibility to create and edit visibility groups.
Possibility to adapt existing roles and/or create or delete additional roles.
Possibility to adapt existing e-mail addresses within the e-mail address administration and/or to create or delete new e-mail addresses.
Possibility to create attributes across accounts.
Possibility to configure the check-in app.
Possibility to create attributes across accounts.
Possibility to create keys for the event overview page (required for implementation in Sweap).
Access contacts feature.
View, create, modify and delete contacts. Create, activate, modify contacts tags and import function from contacts into guestlist.
View, create, modify and delete speakers.
View, create, modify and delete partners.
View, create, modify and delete auto-delete rules.
Customised e-mail templates
Possibility to modify existing customised e-mail templates and/or create or delete additional templates.
Customised web templates
Possibility to modify existing customised web templates and/or create or delete additional templates.
Possibility to modify existing events and/or create or delete additional events.
Activate/unlock: Possibility to activate an event from draft mode.
Archive: Possibility to archive an event. The event will then no longer be displayed in the dashboard.
Possibility to change existing guest data and/or create or delete additional guests.
Excel guest import: Possibility to import guest data into the guest list via Excel file.
Possibility to generate and export invitation and ticket codes (e.g. for invitations via form letter) for the guests.
External import*: Possibility to import external data via an interface.
External export*: Possibility to export external data via an interface.
Possibility to modify existing categories and/or create or delete additional guests.
Possibility to manually create and/or delete guest check-ins.
Invitation and registration process
Possibility to modify existing web pages and/or create or delete additional web pages.
Publish on overview: Possibility to publish an event on the event overview page.
Possibility of modifying existing e-mails and/or creating or deleting additional e-mails.
Ability to send e-mails and use the e-mail log area.
Show Global Templates
View, create, modify and delete paid tickets.
Permission to use the check-in app.
Permission to add a guest manually. For example, during check-in.
Permission to customise guest data via the app.
Permission to delete guests.
Attendance overview is displayed in the app.
Possibility to adapt existing categories and/or create or delete additional categories.