User Account Management

Last updated: December 16, 2020

EventBuilder offers flexible subscription plans, allowing Administrators to adjust the number of User Accounts via our Subscription Management portal. When adjustments are made, User Accounts should be updated in your EventBuilder Portal to reflect these changes. This action should be completed by your Portal Administrator.

Notification of Change

EventBuilder's Customer Care Team is notified when changes are made to your subscriptions via your Billing and Subscription Management account. They will notify you when your Portal has been updated. Our Customer Care Team can perform the User Account updates on your behalf upon request, or you may complete the changes in the Accounts area on your EventBuilder Portal. 

Once you have adjusted the number of subscriptions in the Billing and Subscription Management interface and been notified of your Portal account update, return to your EventBuilder Portal Dashboard. From the left navigation, select Accounts:

Screenshot: Main navigation, Accounts selection highlighted.

Adding a User Account

To add a User Account after adding a subscription to your service, please refer to the article Adding and Setting Up Portal Accounts.

Disabling a User Account

After decreasing the number of subscriptions on your EventBuilder Portal, our Customer Care Team will be notified. 

To disable a User Account, select the User from the Accounts list:

Screenshot: Main User account listing area.

Select the User whose account you wish to disable. Their User Profile will open:

Screenshot: Account User profile with 'Enbaled' highlighted.

Deselect the 'Enabled' checkmark, then click 'Save' in the lower right corner.

The User's disabled account will no longer appear in your Accounts listing.

Reactivating a Disabled Account

There may be circumstances when you need to reactivate a previously disabled User Account. If you have subscriptions available, your Portal Administrators may re-enable an account via the Accounts section from their Portal Dashboard.

Navigate to the Accounts section on your Portal Dashboard:

Screenshot: Accounts option on left-side Portal navigation.

Select the magnifying glass on the Search field:

Screenshot: User Account search field with magnifying glass icon highlighted.

From the Filter Accounts window, click on the drop down menu titled, 'Enabled?' Select 'Disabled,' then click the 'Search' button.

Screenshot: Filter Account dialog window with 'Enabled?' drop down menu highlighted.

A list of your Portal's Disabled User Accounts will appear. Select the User Account you wish to reactivate:

Screenshot: Disabled User Account search result.

At the bottom left, select the 'Enabled' checkbox. Options to reset the User's password and/or resend the Account User Welcome Email will appear. 

Screenshot: User's 'Enabled' checkbox,' 'Change Password,' and 'Resend Welcome Email' buttons.

Note: The 'Change Password' and 'Resend Welcome Email' functions are optional. 

Click 'Save' in the bottom right of the dialog to finish reactivating the User Account. Your User will have immediate access to your Portal.

Transferring an Account to a New User

If your personnel has changed and you need to transfer ownership of a User Account to a new employee, there are several steps included in successfully moving the Account to a new user.  

Access the previous user's account as described above.

On the User's profile, change the user's first and last name, then, in the email field, click Change:Screenshot: email address field with 'Change' button highlighted on User profile
The following dialog will appear:Screenshot: Account User change email address dialog. Transcript: "NOTE: Changing the email address will reset the password, send a welcome email, and you will be logged out. In accordance with our Terms of Service, the email address associated with your EventBuilder account must be a named user and not a generic email alias."
Enter the new user's email address. If the email is not already associated with a User Account, the email field will indicate "available."

Click save. You will be logged out of your Portal.

The "Welcome to EventBuilder" email is triggered and sent to the new user, where they will be directed via link to set up a new password:

Screenshot: Create Password link from Welcome Email.

Upon creating their password, they will log into the portal, accept the Terms of Service when prompted. Your new user will have access to the Event data - past and future - the previous Organizer created. 

To ensure the success of the events the new user will now be managing, we recommend creating new Teams links for all upcoming scheduled Events, and replace the existing links via the Schedule Step in your Event build. Once completed, inform any Presenters invited to Events outside of EventBuilder of the Teams URL change.

Note: If your Portal has 2-factor authentication enabled, your User will be prompted for a code to complete their login.

Training

Your new User can refer to our Knowledge Base for information on how to get started. EventBuilder can assist your new user with software onboarding, access to EventBuilder's weekly Ask Me Anything webinars, or, if you would like to hire one of our Software Success professionals for one-on-one training, Contact Us for more information about your options.


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