Please be aware that Lyyti is developed constantly and your view might not match 100% with the view described in this article.
Use event categories like folders to group events in Lyyti: they are available in the event creation process as well as on the Events page. Categorising events helps you find events more easily and admin users can keep track of how many events you organize per event type.
Watch this short (approx. 1 min) presentation video about managing event categories:
This article contains the following sections:
- Manage event categories
- Create new event category
- Event category user rights and hide categories
- Delete event categories
- Move all events from one category to another
- Event calendar
- Video "Group admin: Share event categories within group" (appr. 1 min)
Manage event categories
In the company settings > Event categories, you can see a list of all current event categories within your company. In addition you can:
- Create main event categories.
- Edit the category name by clicking on it (if you have sufficient rights).
- See how many events there are per category and how many companies within your organisation have rights to the category (that is if your organisation has a group structure in Lyyti).
- Access other Functions:
- editing rights to the category
- adding subcategories
- moving events from one category to another
- deleting events.
Please note that a main category only shows its own event quantity and it does not include subcategories' events. This also means that an event can only belong to one event category at a time (either main or subcategory).
Create new event category
Everyone can create new categories, but do keep in mind that all Lyyti users within your organisation will be able to see, and will be working with, the same categories. Therefore, if you create a category called "John's personal events", it will be visible to the other users as well, even though they won't be able to actually access your events in the category (unless you share them).
Create main category
In the company settings, select Event categories > Create main category.
- Give a name to the category (eg. Trainings or Sales events)
- Define user rights
- If your organization is divided into top- and low-level companies, select which companies are allowed to use the category.
- Subcategories have the same user rights as their main category.
- Save.
Add subcategory
Create subcategories by clicking on the category under which you’d like to add the subcategory.
- Give a name to the subcategory.
- Save.
Subcategories have the same user rights as their main category.
Event category user rights and hiding categories
For each category you can decide whether it can be used by your company or not.
- Select a category and click on the Functions icon > Edit.
- In Rights to use, select which companies are allowed to use this event category. In other words, by unticking the box you can hide categories from companies.
- If there is only one company in your organisation structure, unticking the box will hide the event category and thus it cannot be used to categorise new events.
- If there is only one company in your organisation structure, unticking the box will hide the event category and thus it cannot be used to categorise new events.
- Save.
Note! If your organisation has a group structure, only users with sufficient rights can manage event categories and their rights.
Delete event categories
Event categories can be deleted if there are no events in it and if it doesn't have any subcategories.
- Select a category and click on the settings icon.
- Click Delete.
Unable to delete event categories?
If the Delete button or the whole event category is gray, the category cannot be delete. Why is this?
- If there are events in the event category you wish to delete, first you need to move those events to another event category. You can move all events at once by clicking on the settings icon > click Move events to (see more detailed instructions below).
- If there are subcategories under the category, the subcategory has to be deleted first (and move its events).
- If your organisation has a group structure, only users with sufficient rights can delete categories. Please contact your Lyyti group admin.
Move all events from one category to another
On the Event categories page, you can select an event category and move all its events to another category with just a few clicks. Please note that this will move all events in your company that are listed under that category.
- Select the event class from which you wish to move events > click on the settings icon.
- Click Move events to.
- In the drop-down menu, select a category you'd like to move the events to.
- Confirm that you wish to move the events.
Event calendar
If your organisation has a Lyyti event calendar on its website that is using event categories, on the event's Event information page you'll have a category linked to the calendar, eg. Event calendar or Courses. By categorising events under that category, the events will move automatically to your event calendar.
Event calendars can also be created by utilising company's own Event information fileds, so please discuss within your organisation to see what is the correct way to link your events to your event calendar.
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