Convention Wizard

 

Purpose

The Convention Wizard is designed to allow convention owners and administrators to set up a convention quickly and easily. The Convention Wizard takes you through all the steps to get your convention up and running. You can fill out as much or as little as you want; come back to it later when you have more information or use the departmental setup screens instead.

 

Overview

This page will give you a preview of all screens in the Convention Wizard and their use. The screen shots you see here are from early in ConTrak v2's development, so some things may change before it is released.

 

Welcome

The welcome welcomes users to the wizard and provides some quick information about its use.

 

Convention Information

All fields on this screen are required. This screen tells ConTrak about the convention. The convention's abbreviation is used in the navigation drop-down menu.

 

Departments

As this version of ConTrak is designed for the marketplace, this screen shows all departments in ConTrak and allows a user to show or hide departments allowed to that convention. If a department is not allowed (an example of this is not in the screen shot), a price tag will appear next to the department and the user will not be able to use the department.

When a user clicks on a department from the list on the left, information about that department will appear in the main section of this screen. The information tells the user about the department and its capabilities. Another point to this is that the description markets the department to the user.

 

Owners

This screen is only available to the system administrator. A convention owner is responsible for the convention as a whole and can do anything s/he wants to the convention, which includes deleting all the data and creating administrators. An owner cannot create other owners.

 

Administrators

This screen is only available to convention owners. From here, owners can drag users from the left side to the right to give them administrator status. From there, move your mouse over an administrator's name and the white box will pop up. The owner can then assign specific departments to that user to administer.

 

New User

This screen allows an owner or administrator to create a new user in the Convention Wizard. The user name and password are checked automatically and only unique user names are added to ConTrak. A tip is to create a user name and append it with "@<convention name>".

 

User Permissions

Assigning permissions to users has never been this simple! Drag a user from the left side to the right to give that user access to the convention. Put your mouse over the user's name when it's on the right to bring up the white permission box. Click whichever permission, if any, you want to give the user for that department: "V" for read-only view, "A" for add, "E" for edit, "D" for delete, and the shield to give this user admin rights, if you missed it in the previous screen. Why have a separate screen for admins? When you are dealing with a potential of over 50 users in a convention, it's easier to filter your admins out if you have a separate screen.

 

General Information

 

 
Information by Screen

Convention Wizard

 

 

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