Summary

This guide explains how a Registrar or Admin configures and maintains Regions, Banners, and Companies in Viva Helix. These entities structure the catalog, partner pricing, reporting, and user affiliation.

Step-by-step Instructions

1) Understand the data model

• Region: geographic area used for filtering/reporting and, when needed, to display local offers.
• Banner: affiliation group (public or private) that can enable a partner price (e.g., partner, partner 2).
• Company: client organization linked to a banner (enables automatic user affiliation and partner pricing).

2) Create and manage Regions

1. Open Configuration > Regions.
2. Click Create New.
3. Enter: Name (required), Code (optional), Status (active/inactive).
4. Save. The region becomes available in session filters and reports.
5. To edit or deactivate a region: open the row, click Edit, then Save.

3) Create and manage Banners

1. Open Configuration > Banners.
2. Click Create New.
3. Fill in:
   • Banner name.
   • Type: Public (visible for user self‑affiliation) or Private (assigned by Registrar).
   • Partner pricing options: enable Partner price and, if configured, Partner price 2.
   • Status: active/inactive.
4. Save the banner.
5. To link a banner to sessions via pricing, enable the relevant partner price option in the session and/or the selection (if applicable).

4) Create and manage Companies

1. Open Companies (main menu).
2. Click Create New.
3. Enter: Name, Contact email, Address (if required for billing), Region (optional).
4. Assign a banner: select the appropriate banner to enable affiliation and partner pricing.
5. Save the company.
6. To attach existing users: open the user profile and select the company.

5) Management best practices

• Naming: use short names and a standard code (e.g., QC, ON, ATL) for regions.
• Visibility: use public banners for user self‑affiliation during account creation.
• Governance: deactivate (rather than delete) a banner/company to preserve reporting and invoice history.
• Pricing: verify partner price options are consistent in the session before publishing.
• Reporting: leverage Region/Banner/Company filters to track sales and attendance.

Tips / FAQs

• Automatic affiliation: if a banner is public, users can select it during account creation.
• Partner price 2: reserve it for a subset of affiliates (e.g., partners of a specific public banner).
• Bulk changes: use list export/import (CSV) to adjust multiple companies or links in one operation.
• Access control: some settings may be limited to site admins (e.g., taxes, global parameters).