Sweap set up for admins
Account setting
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
Use single sign-on
Roles and permissions
Visibility groups
Event-Ticketing - e-payment with Sweap
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 email 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
Event Sustainability Widget
Basic functions
Event formats in Sweap
What are event series?
Single event creation with Sweap
Create event series in Sweap
Create sessions for your event series
Using time zones in Sweap
Duplicate an event to use it as a template
The preview mode for creating emails 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
Legal notice and privacy policy
Support and data protection at Sweap
GDPR-compliant consent management and cookie banners
Data tracking with Sweap
Privacy policy and GDPR
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
Personal settings
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
Add companions
Manage attributes for guests and divisions
Postal mail invitation and QR code
Setting up and sending emails
Setting up and configuring emails
The email types and their use
Create mails more efficient with using the duplicating function
Testing emails in the editor: Here's how it works
Individual salutation
The guest salutation
Create guest salutation with our salutation assistent
Use your own salutation form in your emails
Dynamic email builder
Dynamic email builder: Create emails
Guest-Links and Token: Efficient Event Communication
Configure emails using a dynamic modular system
Design your email - Content
Design your email - Rows
Design your e-mail - General
Email wizard
The different types of email templates
The Email template LA LUNA
Static email wizard: creating emails
Configure emails - set up an invitation email
Call to Action Button withinin emails
Insert links for virtual events into emails
Insert stock photos into emails
Font types in emails
Troubleshooting for emails
Opt-In states and bounces
Reduce spam probability of emails
Display images correctly in my email
Delivery notification and bounces in the email log
Basics for the successful delivery of emails
Tracking email opening rates
Important information about blocked email addresses - status "mailjet: preblocked
Sending out emails
Registration pages & Virtual event platform pages
Registration page basics
Creating a registration page - basic steps
Metadata and SEO for registration pages
Deactivate event pages (URL link tracking)
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
CSS & Java Scripts for website customisation
Header and footer within a website
Publish events on your own website
Font types on 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
Table of Contents
- All Categories
- Sweap set up for admins
- User roles and permissions
- Roles and permissions
Roles and permissions
Updated
by Julia Walther
As admin you have the possibility to assign individual access permissions to each user of your Sweap account within the account settings under 'Roles & Permissions'. There are pre-installed default roles, but as an admin you can also create new roles at any time and define individually which permissions should be given to each new role.
Creating a role
As admin you can assign different roles to each user. All further information about users and creating users can be found here.
A role contains the permissions that can be granted individually to each user of your Sweap account. You can assign a role in the 'Account Settings' under the heading 'Users & Permissions'. Then go to 'Roles'.
When setting up the permissions of a role, the following must be taken into account:
Usually there are four standards within each area that can be granted to the respective role: 'view', 'create', 'modify' and 'delete'.
- 'view' means that the user can see the respective section in Sweap (for example attributes or emails)
- if you grant the right 'create', the user can create something new, for example a guest or a contact
- with the type 'modify' you grant the right to change existing data. However, this only applies to existing data
- the last type 'delete' gives the right to delete individual elements and data
In addition to these four standard types of permissions and accesses, special permissions can also be granted in the individual areas. Within the invitation and registration process, for example, you can grant the right to send emails and view the email log. Furthermore, you can also specify in the event-related data that codes for the personalised invitation process can be generated and exported.
As admin you have the right to grant users the right to purchase licenses for your account. However, you should carefully consider who should receive this authorization.
Overview of the permissiosn based on the already existing role 'Admin'
User and Account
Permissions | Description |
Access | System Access: General access to the WebApp account View account: Account information is displayed Edit account: Possibility to change account name and stored contact data |
Payment | Buy license & billing: buy license changes/expansions, additional registrations and events for your own account |
User | View, create, modify and delete users. Change passwords: Passwords of userse can be changed. Visibility groups: Possibility to create and edit visibility groups. |
Role | View, create, modify and delete roles. |
Email Addresses | View, create, modify and delete email addresses (Opt in & bounces). |
Configuration | Guest fields: Possibility to create account-wide fields. App: Possibility to change configuration of your checkin app. Event tags: Possibility to create account-wide event tags. Registration Overview Pages: Possibility to create keys for the event overview page, these are needed for the implementation in Sweap. |
Contact | Access contacts feature. View, create, modify and delete contacts. Create, activate, modify contacts tags and import function from contacts into guestlist. |
Speaker | View, create, modify and delete speakers. |
Partners | View, create, modify and delete partners. |
Auto-Delete Rule | View, create, modify and delete auto-delete rules. |
Templates
Permissions | Description |
Custom Mail Template | View, create, modify and delete custom email templates. |
Custom Web Template | View, create, modify and delete custom web templates. |
Event related Data
Permissions | Description |
Event | View, create, modify and delete events. |
Activate/unlock: Ability to activate an event from draft mode. Archive: Possibility to archive an event. It will then no longer be displayed in the dashboard. | |
Guest | View, create, modify and delete guests and guest data. |
Import/Export | Excel guest import: Possibility to import guest data into the guest list via Excel file. Generate and export invitation codes and ticket codes for guests (e.g. for invitations via letter). External import: Possibility to import external data via an interface. External export: Possibility to export external data via an interface. |
View, create, modify and delete categories. | |
Possibility to manually create and/or delete guest check-ins. | |
Configuration | Possibility to configure various application functions and features (fields, default fields, salutation, printer, checkin app, wallet and auto-delete rules). |
Invitation and Register Process
Permissions | Description |
Webpage | View, create, modify and delete webpages. Publish on overview: Possibility to publish an event on the event overview page. |
View, create, modify and delete emails. | |
Distribution | Ability to send emails and use the email log area. |
Show Global Templates | Sweap standard templates (emails and web pages) are displayed/hidden and can be used or not used. |
Ticketing | View, create, modify and delete paid tickets. |
iOS App
Permissions | Description |
App Access | Permission to use the checkin app. |
Create Guest | Permission to add a guest manually. For example, during check-in. |
Edit Guest | Permission to customise guest data via the app. |
Delete Guest | Permission to delete guests and guest data. |
View Evaluation | Attendance overview is displayed in the app. |
Possibility to adapt existing categories and/or create or delete additional categories. |
