Adding Approval Login


Remember, you need to be an account user to approve logins. Ensure you have submitted a Purchase Order requesting the amount of account users you require. Account user licences are $150 per account per year but they can be re-purposed after an event.

  • Click Admin in the top right.
  • Hover over Users and click Manage User
  • In the top right corner click Create User
  • In User Type select Account User
  • Username should be the clients email address
  • Select the language
  • Select the locale
  • For User Role ensure you select End Client User Upload Invitees
  • Enter and First and Last Name
  • Enter the clients Email Address
  • After user login in and Page leave as Event Adjust the the defaults if necessary selecting the contact group for this particular client
  • Click Next
  • De-select All contact groups not associated to the event
  • Under Event, select No for User Access
  • Under Meeting Requests, select No for User Access
  • Under Documents ensure both options are No
  • Under RFPs, select No for User Access
  • Under RFIs, select No for User Access
  • Select the account email you setup for this particular event
  • If you have added a Merchant account select the appropriate one for this event
  • If you have added a Custom Domain select the appropriate one for this event
  • Under Solutions at the top of the page, click Events Select your event
  • Hover over Event Details and, under General, click Event Configuration The Event Features tab opens by default.
  • Click the neighboring tab, Event Visibility
  • Click Edit, then check the box next to the user you wish to add or remove
  • Click Save