Adding and Setting Up User Accounts

Last updated: June 24, 2022

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 selected User

Screenshot: Templates iconTemplates - Show Templates created by selected User

Screenshot: Questions iconQuestions - Show all Questions created by selected User

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

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

Screenshot: Tasks icon.Tasks - Show list of Tasks initiated by selected 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, Social Media and Websites, API Key and Secret, Enabled checkbox, and Save.Select a role for your new User.

In addition to Administrators, there are 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 that will serve as the point of contact for Registrants and Attendees (if different than the named account User's entered above.)  Screenshot: Set up step highlighting Contact Name and Contact Email fields, inset of Registration page with arrow pointing to 'Contact Organizer' link.Note: Events created from a Template will pre-populate the fields based on what has been entered on said Template, e.g., Contact@events.com. 

For Events created from scratch, the Organizer's account name and email will pre-populate the fields. Both can be edited to suit the specific Event's circumstances. 

User Bio/Headshot/Social Media/Websites - The lower portion of the New Account screen includes options for adding a photo/headshot and a Bio for Account Users, as well as links to social media profiles and websites, all generally useful for your Event Presenters and/or Moderators. If enabled during an Event build, this information appears on Registration Pages.

API Key and Secret - Administrators and Organizers can grant secure access to EventBuilder's API. Learn more about API Key and Secret.

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

Login Guide

As part of EventBuilder's ongoing committment to data protection, all portals have security enhancements to ensure strong safeguards are in place.

Multi-Factor Authentication

Multi-factor authentication is enabled on all EventBuilder portals. The first time your new User logs into the Portal, they will be prompted to be sent a one-time access code via email, SMS Message, or Authentication app. 

Screenshot: One-Time Access Code with verification options highlighted. Image text: How would you like to receive your one-time access code?

Click 'Save' to return to the Accounts screen.

Maximum Login Attempts

User Accounts are locked after five failed login attempts at either verification level.

Learn more about User Verification options. 

Video Training: Adding & Setting Up User Accounts