Adding and Setting Up User Accounts

Last updated: March 29, 2021

After the Portal has been configured by an Administrator, additional named User Accounts can be created and set up. 

Screenshot: Portal navigation, with Accounts option highlighted.

The Accounts Page

After selecting 'Accounts' on your navigation, a list of all current User Accounts will appear:

Screenshot: Accounts page, with 'Create New Account" button, search field, and list of account holders.
The icons to the right of the User Account name and email are:


Screenshot: Events icon.Events - Show Events created by User

Screenshot: Templates iconTemplates - Show Templates created by User

Screenshot: Questions iconQuestions - Show all Questions created by User

Screenshot: Files icon.Files - Show all Files added by User

Screenshot: Reports icon.Reports - Show all Reports run by User

Screenshot: Tasks icon.Tasks - Show list of Tasks initiated by User (e.g., emails sent)

Create New Account

Click on the 'Create New Account' button.

Screenshot: Create New Account button.

The New Account dialog will appear. Fields marked with a red asterisk are required. Note: Named User Accounts must be associated with an individual User. General correspondence email addresses are not permitted.

Screenshot: New Account setup fields: First Name, Last Name, Email, Mobile Number, Title, Company, Role, Screenshot: New Account setup fields: First Name, Last Name, Email, Mobile Number, Title, Company, Role, and Photo, Event Contact, Event Contact Email, Bio, Enabled checkbox, and Save.

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.

Event Contact Name and Event Contact Email - enter the name and email address the User will send event correspondence to and from, if different than the named account user's entered above. E.g.,

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.

The 'Enabled' checkbox is selected by default. If a User becomes inactive, unchecking this box will deactivate their account and they will no longer have login access.

Click 'Save' to return to the Accounts screen.

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