Tenant User Guides
Public operator guides for EventSuite tenants. Choose a module to see configuration steps, day-to-day usage, and pro tips.
Tenant User Guides
Published operator guides for tenant teams. Select a module to see full step-by-step usage instructions.
Available Guides
Agency — How To Use
Manage agency-level oversight workflows across tenants, teams, and delivery pipelines.
Purpose
Use this guide to operate agency-level controls, assignments, and performance tracking workflows.
Who Should Use This Guide
- • Agency managers overseeing cross-tenant delivery
- • Reseller/partner operators coordinating execution teams
- • Leadership users monitoring operational performance
Features (What + How + Pro Tips)
Feature list
How To Do It (UI Steps)
- • In Dashboard, click Agency to open the agency management workspace.
- • Select the target account, tenant, or project context from the top selector.
- • Open the relevant management tab (pipeline, assignments, performance, or operations).
- • Create or update assignments and set owner + due dates.
- • Save changes and confirm they appear in the overview dashboard widgets.
- • Review unresolved items and escalate blocked work through agency workflow rules.
Daily Checklist
- • Validate active account scope before editing.
- • Clear unassigned work items.
- • Review top blockers and overdue assignments.
- • Confirm daily handoff notes are complete.
Scope selector (account / tenant / project context)
Where: Agency → Top context selector
What it’s used for
Ensuring all agency actions and dashboards apply to the correct scope.
Configure
- • Select the target account/tenant/project scope.
Use day-to-day
- • Reconfirm scope before editing assignments or pipeline controls.
Pro tips
- • If dashboards look empty, scope and filters are the first things to validate.
Pipeline / operations overview (what is in-flight)
Where: Agency → Pipeline / Operations tabs
What it’s used for
High-level visibility of delivery work in-flight across tenants or teams.
Configure
No configuration required.
Use day-to-day
- • Review in-flight items and overdue work.
- • Open items to assign owners and update due dates.
Pro tips
- • Keep the pipeline “owned”: unowned items are guaranteed to become blockers.
Assignments (owners + due dates + escalation)
Where: Agency → Assignments
What it’s used for
Making work accountable and preventing blocked/unowned operational queues.
Configure
No configuration required.
Use day-to-day
- • Assign owners to open items.
- • Escalate blockers through your agency workflow rules.
Pro tips
- • Capture a short note on why an item is blocked; it speeds up resolution.
Performance dashboards (KPIs + throughput)
Where: Agency → Performance
What it’s used for
Monitoring outcomes and spotting systemic delivery issues early.
Configure
No configuration required.
Use day-to-day
- • Review daily performance KPIs.
- • Identify the top drivers of delay and assign corrective actions.
Pro tips
- • Use consistent time windows (e.g., last 7 days) for comparable trend checks.
Happy Path Runbook
Step 1 — Select agency context
- • Choose account/tenant/project scope.
- • Load operational dashboard state.
Exit condition: Agency workspace reflects the intended scope.
Step 2 — Manage delivery controls
- • Update assignments and due dates.
- • Track blocked/unowned items.
Exit condition: Delivery queues are owned and current.
Step 3 — Review performance
- • Check KPI/throughput views.
- • Capture escalations and next actions.
Exit condition: Agency performance is reviewed with clear action list.
Troubleshooting
- • If scope is wrong, reselect account/tenant context first.
- • If updates do not persist, check role permissions and required fields.
- • If dashboards look empty, verify filters/date windows.
Where to go next
Use these public hubs to connect tenant setup guidance to the broader EventSuite platform, workflow, and buyer-education pages.
Event Operations Platform
Start with the architecture overview that connects planning, staffing, accreditation, and reporting.
Explore pageEvent Management Software
Review the core module that keeps plans, budgets, tasks, and operations inside one event workspace.
Explore pageEvent Management Tools
Compare the tooling categories buyers evaluate when replacing fragmented event stacks.
Explore pageEvent Operations Guides
Move from tenant how-to steps into operational playbooks and buyer-stage evaluation content.
Explore page