Managing Events for Multiple Clients: A How-To Guide

When it comes to event management, handling multiple clients can be a challenging task. The key to success lies in organizing each client's events distinctly and efficiently. Here’s a simple guide to help you navigate through managing events for several clients with ease and expertise.

Setting Up Client Accounts: The Parent-Child Model

Create Distinct Accounts

Parent Account: This is your primary account.
Child Accounts: Request these through Resiada support. These accounts are linked to your primary account but are distinct, allowing separate access to different clients' events.

Accessing Accounts

Upon login, you'll see a dropdown menu listing all your accounts (parent and child).
Select the desired account to manage events specific to that client.

Why It Works:

Security and Privacy: Each client can only access their own events, ensuring confidentiality.
Simplified Management: Easy switching between clients streamlines your workflow.

Creating Users Within Accounts

For each client's account, you can create new users.
These users have access only to the account they are assigned to.

Best Practices for User Management

Assign Role-Based Access: Give users access based on their role in the event management process.
Keep It Updated: Regularly review and update user access to ensure security and efficiency.

Practical Example

Imagine you’re managing events for two different organizations: 'Alpha Corp' and 'Beta Inc.' Here’s how you can utilize the parent-child account system:

Parent Account Setup: Your main Resiada account.
Child Account Creation: Request child accounts for Alpha Corp and Beta Inc.
User Assignment: Create users under Alpha Corp for their team, and do the same for Beta Inc.
Event Management: Log into Alpha Corp to manage their events, and switch to Beta Inc as needed.

Managing multiple clients' events doesn’t have to be a juggling act. With the right tools and a structured approach, you can ensure each client's events are handled professionally and efficiently. Remember, organization is key!