An Overview of the Organization Dashboard

  • Updated

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The Organization Dashboard gives a quick summary of your organization, its profile, and events hosted by it. This article breaks down each segment of the dashboard and details what you need to know to navigate through.

  • How to access your organization dashboard

    To access your organization dashboard, log into your Hopin account, and click on your desired organization on the left side. Once you do that, you are met with the overview page of that specific organization's dashboard. Find below a brief description of each tab.

    Overview:

    • Create Event: Here you can create a new event.
    • Your Plan: A section containing your current subscription plan and the number of registrations you have used up on the plan.
    • Your upcoming events: A list of all your upcoming events including the dates, number of registrations and the status of the event. Clicking on 'view all events' at the bottom of the page takes you to the Events page with all your upcoming and past events. 

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    Events:

    Find all the events hosted by the organization in this section. You can create new events using the Create event button. You can also Duplicate or Delete an event, as well as view its Reports by clicking on the three-dots at the right side of the event and selecting the desired option accordingly.

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    Attendees

    This area allows you to view and export attendees’ information across all hosted events for your Organization. You can use the Export as CSV button to download the overall Attendee list.

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    Profile

    Here, you can edit your organization profile. Update the Organization name, email, avatar, cover image and social media profiles.

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    Apps

    A list of all available apps to your account. Here, you can visit the Hopin App Store to learn more about each one, as well as enable or disable them.

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    Billing

    Here you can manage your account’s billing details. This section shows you your current subscription plan, the number of registrations used up on your account, as well as your accrued registrations from the previous billing period. You can also add your Stripe account to sell paid tickets by clicking the Connect with Stripe button. Find out more about managing your Starter and Growth subscriptions.

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    Team

    This section allows you to add new team members to your organization as well as manage them. These team members will have access to create and manage events hosted by the organization.

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    Note: Adding another team member may incur an additional cost depending on which plan you are on.
  • How to access your Organization dashboard

    Click on your profile picture in top right hand corner of the page to display all of the Organizations you are a member of. Choose an Organization from the drop down list to get started. 

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    Events:

    Find all the events hosted by the organization in the Home tab of your Organization dashboard.

    Click Create new event to make a new event.

    Alternatively, you can hover over an event to display the buttons to edit, duplicate, delete, or preview your event, respectively. 

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    You can also search for events using the search bar, or filter them based on their status (ended, live, upcoming etc.). 

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    Profile

    To edit your Organization's profile, click on your profile picture in the top right hand corner of the screen and click Manage Organization

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    This will take you to a new page where you can update the Organization's name, associated email address, profile picture, cover image, and social links.

    Don't forget to click Save at the bottom of the page to apply any changes.

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    Apps

    Select the Apps tab at the top of the screen to see a list of all available apps to your account. Here, you can visit the Hopin App Store to learn more about each one, as well as enable or disable them.

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    Billing

    Click on your profile picture in the top right hand corner of the screen and click Manage Organization

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    Select Billing from the tab on the leftt hand side. 

    Here you can manage your account’s billing details. This section shows you your current subscription plan, the number of registrations used up on your account, as well as your accrued registrations from the previous billing period. You can also add your Stripe account to sell paid tickets by clicking the Connect with Stripe button. Find out more about managing your Starter and Growth subscriptions.

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Feel free to reach out to us at support@hopin.com in case you have questions or need assistance.

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