IT admin

Keeps the tenant working: single sign-on, integrations, API access and the data moving between systems. Measured on nothing breaking, and on being able to say who did what when somebody asks.

Persona

IT admin

Side

Internal — Works for the organisation running the events.

Reference

it-admin

Where they work

In the integration and access areas of the operator's workspace. They are rarely in an event; they are in what every event depends on.

What they are responsible for

Nothing breaking, and being able to say who did what when somebody asks. Sign-on, the connections to other systems, and the data moving between them.

What they can do

• Configure single sign-on and automatic user provisioning.
• Connect and monitor the other systems the operator runs on, and test a connection that is misbehaving.
• Issue and revoke API keys, with what each one does attributed to it in the activity log.
• Investigate a failed sync and re-run it.

What they cannot do

• Do event work — they keep the plumbing sound, not the programme.
• Read an event's commercial detail purely by virtue of holding the keys.

Journeys they take part in

These are the end-to-end chains of work that name them — the steps they own, and the ones that only affect them.

Journey pages need an operator sign-in to open.

Stand-up

• Import existing data you can trustSpreadsheets of existing records land in ema matched to what is already there, with every rejected row explained and every wrong import reversible where the record type allows it.
• Model your CRM dataThe CRM captures the exact data your business runs on — custom fields, subtypes, and rules — not just the built-in columns.
• New project to operating baselineModules, dates, branding, team, and defaults are ready to work in.
• Track anything with custom objectsBespoke entities the built-in CRM doesn't cover are modelled, populated, and exposed to integrations.
• Who sees whatStaff and client access is correct at organisation and project level.

Financial ops

• Books that reconcilePeriods close, the GL maps correctly, and accounting sync stays clean.

Onsite

• Live issue handlingWalk-ins, changes, and problems are resolved at the desk.
• Onsite readiness to doors openKiosks, badges, signage, wayfinding, and run sheets are all live.
• Session delivery and captureSessions run, are recorded or streamed, and attendance is captured.
• Speaker prep station to live sessionEach talk goes live from a validated deck or the speaker’s own laptop, with the consent the project requires on record, and the operator sees room faults before the audience does.

Close

• Event close to next eventLearnings, a clone, and the renewal conversation.

Ongoing

• Integration healthEventsAir, Productive, and Xero syncs stay clean.
• Outlook inbox to project recordA client or supplier email becomes a linked project record, a task or a support ticket from inside Outlook, and every reply is checked by a person before it is sent.
• Support request to resolutionEvery request that reaches you by email, form or the assistant lands in the right inbox, is answered inside its SLA, and is closed with the requester’s rating.
• Weekly ops rhythmTime is in, approvals are done, and WIP has been reviewed.

Pages that relate to the IT admin

• Access and permissions
• API Keys & API DocsSign-in required
• CapstanSign-in required
• Data Import OverviewSign-in required
• EventsAirSign-in required
• hey ema in SlackSign-in required
• Import TroubleshootingSign-in required
• Integrations OverviewSign-in required
• Mapping FieldsSign-in required
• Microsoft Graph IntegrationSign-in required
• Outlook Add-InSign-in required
• Preview and CommitSign-in required
• Productive IntegrationSign-in required
• Running an ImportSign-in required
• Sales Roles and AccessSign-in required
• Scheduled ImportsSign-in required
• SharePointSign-in required
• SSO Login Issues
• SSO, SAML & SCIMSign-in required
• Stripe API KeysSign-in required
• Undoing an ImportSign-in required
• What You Can ImportSign-in required