Administrator's Guide to Setting Up Your MATE Account
General Account Settings
Creating and changing users
Roles and permissions
App branding & App settings
The event tags
Event overview page
Create and edit customised templates for email & websites
Configuration of a printer
Print labels for name badges
Quickstart - Create your MATE Complete event quickly
Event status – Draft, Active and Archived Events
The event overview
The field of action
The preview for creating e-mails or web pages
Using the correct image sizes
The search function
Email and Domain Setup
Create a new email address as sender in the account settings
Creation of a new webpage domain
Managing email addresses
Creating multiple sender email addresses and website domains
Service hours, Data Protection and IT Security
Create Events and Guests
Create a new event
Create and edit attributes
Default attribute values
Create guests manually
The Guest import with Excel
Create guest categories (segmentation)
Insert links for virtual meetings into e-mails (module: virtual event)
The email types
The Email template LA LUNA
The email templates
Creating an invitation email using the template Modern
The Guest salutation
The Wallet-/ Passbook ticket
The salutation assistent
Use your own form of address
The Email Log
Basics for the successful delivery of e-mails
Send a test e-mail
Root attributes in the guest list
Registration Page and Virtual Event Platform
Templates for your webpage
The registration form
Show and hide form fields
Enter accompanying persons
Colors and Design
Contents and modules
The Event Reception - the feature for virtual and hybrid events
Linking/Disconnection MATE with Zoom
Publish events on your own website with the event overview page
Invitation and Event Management
The invitation- and ticket code
Sending emails (email dispatch wizard)
The Dashboard for your event
Postponing/ Cancelling of events
The confirmation status of your guests
Evaluate and export the KPI´s of your event
Edit guest information and change the status manually
Create and change accompanying persons with the guest
Individual limitation of accompanying persons
The timely filtering of acceptances and declines
Tracking of email opening rates
Check-in via batch function (multiple selection)
The guest source: an indicator of success for your communication
On site / The Check-In App
The MATE App
The check-In of companions
The print settings
Setting up a printer setup
Possible solutions for troubleshooting during the on-site check-in
Tips & Tricks
The use of placeholders outside the HTML-Editor
CSS & Java Scripts for website customisation
The reduction of the spam probability of my emails
Pictures from my email are not displayed (correctly)
Customize headlines and text with HTML
Duplicate event and use as template
Duplicating e-mails and save time
Insert stock photos into emails
Create E-mail invitation for a series of events
Best Practice: Attendance documentation with MATE
MATE 2.0 Roadmap
How can I filter acceptances and declines by time?
How can I postpone an event?
How can I cancel an event?
How can I change the user language?
How can I sign up for the MATE Newsletter?
How can I give feedback on MATE?
Which products (licenses) can I purchase?
Email configuration and sending
How do I create a new email address as sender in my account?
How can I create multiple sender email addresses and website domains within one account?
Why do my emails not reach the customer?
How can I reduce the spam probability of my emails?
Why are pictures from my email not (correctly) displayed?
Why can I not save my changes to the website?
How can form fields be shown and hidden (checkbox, dropdown, radio button)?
How can I edit the display of the date in the countdown (website)?
How can I edit the color settings of the countdown?
How do I set up a new website domain?
MATE Setup and Check-In
How do I put a setup into operation?
Which printers can I use at check-in?
How can I undo a Check-In?
Data protection and security
Why do I have to include my imprint and privacy statement on MATE's emails and websites?
Questions about security & data protection
How is DSGVO conformity ensured with MATE?
How can I send information automatically to the guests by e-mail?
Updates & Training
Table of Contents
Updated by Christian Schulz
The following article explains visibility groups. This allows Enterprise customers to control different groups (for example, departments) within an account and assign specific groups to their users. Users are only shown events of their group(s). The visibility groups thus replace the previous account structure.
The visibility groups feature allows you to assign users and events within a MATE account to one or more groups (e.g. departments). This feature allows users with more than one group to access all authorized groups with only one user name. Administrators have access to all visibility groups and events to maintain a complete overview. This ensures a better and simplified handling.
The account structure of the visibility groups allows you to assign permissions and thus limit or extend visibility, allowing you to decide which events are displayed to which user within a single account.
Users assigned to a specific visibility group can only create, view and edit events in this group. This allows you to control the visibility of events for users.
If a user is assigned to more than one visibility group, all events of these groups will be displayed.
User 2 may create, view and edit events in group 1. User 4 is allowed to perform these functions in group 2 as well as in group 3 and user 3 is only allowed to work in group 2. User 1 as administrator is allowed to view, create and edit all events within this account with all groups.
Create a new visibility group
After the right has been activated, you will find the section "visibility groups" in the menu "users & roles".
Using the "visibility groups" button, you can now create any number of groups quickly and easily.
Assignment of a user to a visibility group
You can assign your groups to their users in the user settings after MATE has activated this feature for you. It is possible to assign a user to one or more visibility groups directly when you create him or her, or to edit the user later.
Information on creating a new user can be found here.
In the user settings, you can define whether a user is assigned to one, several, or no particular visibility group. If at least one group is not selected, the user can see all events in the account.
As soon as you have saved the change, the user is assigned to the selected visibility group and only the events of this group are displayed.
Assignment of a business event to a visibility group
Events can only be assigned to authorized groups. A user with only one group is not offered a choice. If a user is assigned to multiple visibility groups, he or she must select the group for which the event should be visible when creating a business event. Multiple selection is possible to grant access to multiple groups (departments).
Similar to user assignment, you can make this setting directly when you create a new business event or when you edit a business event. For more information about creating a new business event, see here.