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Article Name: How do I register someone using Admin Mode?
Admin Mode is the new internal registration process. The look and feel of Admin Mode is similar more closely resembles the online registration process that your registrants use. Admin Mode will also allow you to customize settings for different users, for example, allowing more privileges for Administrative users, but restricting the privileges of data-entry staff.
Before you begin:
Please note that Admin Mode for is very customizable. Depending on your registration form and user settings, this Help File article may include or exclude certain features of Admin Mode.
Please make sure that your database is set up to use Admin Mode as the default registration method. You can verify this by going to Settings > Organization > General. Click on the ‘Other Settings’ tab and scroll down to the bottom. In the ‘Internal Entry’ drop-down, make sure that ‘40 Internal Entry’ is selected. Then hit the ‘Save’ button near the top.
To register someone using Admin Mode
| 1. | Go to File > New and choose the appropriate registration form to register the participant. |
| 2. | A new window or tab will appear in your internet browser that looks very similar to the online registration form. |
| 3. | The page flow of the registration process will be exactly the same as the registrant’s view online. However, as a Thriva user* you will have the ability to: |
| a. | MyEvent Login page: Search for existing Accounts by their first or last name, or search for all accounts by clicking the ‘Search’ button with these fields blank. To register a new account, simply click ‘New User’. |
| b. | Participant Selection page: If you have searched for an existing account, you will see the Account Name and any Participants in that account, along with the Account’s Email address, and Phone number. To register a participant in an existing account, click on the Account’s name on the left. Depending on your Organization’s setup, the list of accounts may be limited to a certain number of accounts to display. To override this and show all accounts, click the ‘Show All’ link on the left-hand side. |
| c. | Program Display page: Search on programs according to the Category search criteria or view all programs, past and present, by searching on the program name, date, description or location. Depending on your user settings and privileges, you may also be able to search for Programs marked as ‘Hidden’ or ‘Internal Only’ |
| d. | Event Option Selection page: you can select the appropriate financial options. Depending on your settings, you may also be able to apply internal-only Financial Options or apply ‘Cart’ level financial options, like registration fees or discounts. |
| e. | Participant Information page: Depending on your settings, you can complete the registration information, or bypass required questions (with the exception of the Participant First and Last Name and Account First and Last Name) |
| f. | Cart Page: Remove Cart-level Financial Options if your user settings allow. |
| g. | Billing page: Display a list of radio button options to decide how the online account will be created |
| o | First option: do not create an online account |
| o | Second Option: Automatically create an online account (recommended). |
| ▪ | Based on the account email and the default password provided in form builder |
| o | Third Option: Allow the user to manually enter in the email/username and password. |
| h. | Payment Module: When applying a payment, you can |
| · | Use money in the Credit Balance of an existing account. |
| · | Apply a payment for an amount greater than the purchase amount and add the rest to the Credit Balance. |
| · | Pay Nothing for the registration |
| · | Pay a deposit in any amount |
| i. | Send confirmation and Online Account Creation emails that have been specifically created for Admin Mode use. |
 CLICK HERE TO VIEW THE INTERNAL ENTRY/ADMIN MODE VIDEO
*Note: The privileges and settings for each Thriva user during the admin mode process are customizable and can be defined by going to Settings > User Admin > Roles and editing the ‘Internal Entry’ settings. All of the above privileges can be enabled or disabled by adjusting the user’s assigned role in the management system. For a detailed description of each setting, please see the Help File topic “How do I setup Admin Mode roles and privileges for system Users?”
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