Adding and Setting Up User Accounts
Last updated: December 16, 2020
After the Portal has been configured by an Administrator, additional named User Accounts can be created and set up.
The Accounts Page
After selecting 'Accounts' on your navigation, a list of all current User Accounts will appear:
The icons to the right of the User Account name and email are:
Events - Show Events created by User
Templates - Show Templates created by User
Questions - Show all Questions created by User
Files - Show all Files added by User
Reports - Show all Reports run by User
Tasks - Show list of Tasks initiated by User (e.g., emails sent)
Create New Account
Click on the 'Create New Account' button.
The New Account dialog will appear. Fields marked with a red asterisk are required.
Select a role for your new User.
In addition to Administrators, there three primary Roles available: Organizer, Moderator, and Presenter. Organizers can create Events and access all functions, and a paid EventBuilder subscription is required. Moderators and Presenters, shown as "Guest" in the drop-down, do not require a paid EventBuilder subscription to be assigned their Roles.
Learn more about Event Management Roles
The lower portion of the New Account screen includes options for adding a photo/headshot and a Bio for Account Users, generally useful for your Event Presenters and/or Moderators. If enabled during an Event build, this information appears on Registration Pages.
