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How organizations and admin roles work

C
Written by Customer Success

An organization holds your company's events and the people who manage them in the admin panel. Each person has a role: organization admin, event admin or sponsor admin. The role decides which events and pages they can open.

Before you start

  • Brella creates organizations and events. To get a new organization or event, contact Brella or your account manager.

  • Only organization admins can invite and remove admins. Event admins don't see the Admins page.

Where to find it

Organizations in the admin panel. Select Launch on an organization to open its pages.

Roles

Organization admin

  • Opens every event in the organization.

  • Sees every organization page: Home, Admins, Integration credentials and Settings, plus API and Custom domains when Brella has turned them on.

  • Invites and removes organization admins, event admins and sponsor admins.

  • Changes the organization's logo and name.

  • In events, can do everything an event admin can, plus:

    • use Integrations > Webhooks and Webhooks logs

    • turn Enable Natural language search on or off in Details, after Brella has made the feature available

Event admin

  • Opens only the events they were added to. The organization appears in Organizations, and its Home lists only those events.

  • Has access to all event pages, except webhooks and the natural language search switch.

  • Sees Home and Integration credentials in the organization sidebar, but can't use Integration credentials.

  • Doesn't see Admins, so can't invite or remove admins.

Sponsor admin

  • Manages their company's sponsor booth from Booths in the admin panel.

  • If they have no other role, they don't see the organization's events or organization pages.

Brella staff

  • Create organizations and events.

  • Duplicate events.

There are no other roles. You can't create custom roles or change what a role can do.

Organization pages

Organization admins see all the pages. Event admins see Home and Integration credentials.

Organization sidebar as an organization admin, showing Home, Admins, Integration credentials and Settings

Home

The Events list of the organization.

  • Each event shows its Date (start date and length in days), its name and a status: Live, Upcoming or Ended.

  • Search with Event name. Show past events is selected by default; clear it to hide past events.

  • Use the three-dot button at the end of the table header to show or hide the Country, Attendees, Engagement, Meeting Requests and Meetings columns.

  • To export an event summary, select the three-dot button on the event's row, then Export CSV summary. To export several, select their checkboxes, then Export CSV summary.

  • Select an event to open it.

Admins

Three tabs: Organization Admins, Event Admins and Sponsor Admins. Each tab lists admins and open invitations with their Status: Active, Pending invite or Expired invite. On Sponsor Admins, the statuses are Active and Invitation pending.

  • Add admin invites one person by email. On Event Admins, you also choose their events in Events the user can access.

  • Remove on an organization admin or event admin takes away their access to the organization and all its events.

  • Sponsor Admins also lets you invite several sponsor admins at once.

Admins page with the Organization Admins, Event Admins and Sponsor Admins tabs and the Add admin button

API

Two tabs: Organization tokens and Personal API key (Legacy). Shown only when Brella has turned on API access for the organization. See Get your Brella API key and event ID.

Custom domains

Add custom domain lets you send emails from your own domain and give attendees your own subdomain for your events. Shown only when Brella has turned on custom domains for the organization. See Activate a custom email domain.

Integration credentials

The client ID and client secret your native integrations use, such as Swoogo. Select Add new to add credentials. Each credential has a Credential name and a Credential type, with Edit and Delete.

Warning: Deleting credentials stops every sync that uses them.

Settings

  • Logo: a square logo.

  • Name: the organization name.

  • Slug: set by Brella. You can't change it.

Organization Settings page with the Logo, Name and Slug fields

Change the organization's logo or name

You need to be an organization admin.

  1. Open Organizations and select Launch on your organization.

  2. Open Settings.

  3. To change the logo, select Upload your logo under Logo and choose an image.

  4. In Crop image, adjust the square crop and select Ok.

  5. To change the name, enter it in Name.

  6. Select Save.

What attendees see

Attendees see the organization logo at the bottom of emails Brella sends for your events, such as announcements and meeting emails. The logo also appears in the admin panel.

Limits

  • The slug can't be changed.

  • Organization admins and event admins are invited one email address at a time.

  • In the admin panel, only Brella staff can create organizations, create events and duplicate events.

Troubleshooting

"You have no Organizations yet. Ask your Organization Admin to invite you."
Your account isn't an organization admin or an event admin in any organization. Ask an organization admin to invite you, then select the link in the invitation email.

You don't see Admins or Settings
You are an event admin. Ask an organization admin to make you an organization admin if you need these pages.

You can't see or add integration credentials
Only organization admins can view and manage credentials. Ask an organization admin.

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