How to set up Collections that automatically appear in newly created events
How to set up Collections that automatically appear in newly created events
Set Up Collections That Automatically Appear in Newly Created Events
The Account-level Collection settings in Cadence allow you to establish default collections that will automatically appear in all newly created events in your account. From the Collections Menu › Settings area, you can select specific collections to be included by default, ensuring consistent resource libraries across your organization's events while reducing setup time for event administrators.
When to use
When standardizing resource libraries across multiple events
When implementing content governance for your organization
When creating templates for different event types
When streamlining the event creation process
Before you start
You must have System Administrator permissions to configure default collections at the account level.
How to do it
Log in to your Cadence Admin account.
Navigate to your account management dashboard.
Select "Account Settings" from the left sidebar navigation.
Click on "Menu" in the submenu.
Select "Event Menu (Default)" to access default menu settings.
This area controls what menu items and collections will automatically appear in all newly created events.
Locate the "Collections" section of the default menu configuration.
Click the "+" button to add collections to the default configuration.
Only collections that exist at the account level can be added as defaults for new events.
Search for the collections you want to include by name.
Select the checkbox next to each collection you want to add.
Click "Add Selected" to include the chosen collections.
Review your selected collections in the default menu list.
Arrange the collections in your preferred order by dragging them.
Set visibility for each collection based on who should access it by default.
Collection visibility settings will carry over to new events but can be modified by event administrators.
Click "Save" to apply your configuration changes.
Test your setup by creating a new event to verify the collections appear automatically.
Troubleshooting
If collections aren't appearing in newly created events:
Verify the collections exist at the account level
Check that you have saved your changes to the default menu configuration