Managing Your Accounts

Filtering events by account

managing_accounts_01_home

  1. Joi is designed so you can be a member of multiple accounts. These accounts appear on your home page When you create an event you can choose which account the event should be in.
  2. You can also see the name of the account for events where you have been invited to the workforce.

managing_accounts_02_filter

  1. Click on the account to filter your events

 

managing_accounts_03_calendar

  1. As well as seeing your events in a card view or list view, you can see them in a calendar view
managing_accounts_04_calendar_filter
  1. You can also apply the filter in calendar view

Account management

managing_accounts_05_profile_dropdown

  1. To manage your accounts click on your icon in the top right and select accounts

 

managing_accounts_06_accounts

  1. Click Manage to add people to your account. This will give them visibility to all events in that account, plus any additional permissions you'd like to give them. If you want them to only see specific events and not all events, just add them to the workforce in each event instead.
  2. To create a new account click Add an account

You’re minutes away

from building a beautiful event program that you can present and share!

Get started    Book a 30 min demo