Adding users to an event
Before users can begin using atEvent they must first complete account setup. The atEvent Company Group Admin is responsible for creating the atEvent account for the new user. The new user then responds to an invitation email to complete account setup. Here is an article explaining the user setup completion steps in detail: Getting started with atEvent. Once a user has completed atEvent setup they can be added to an event and start using the app to scan leads. Both the Company Group Admin and Event Managers can add users to events.
Users can be added when creating a new event and can also be updated (added/removed) on existing events. This article contains the following sections:
- Adding users to a newly created Event (Select from a Global Directory)
- Adding users to a newly created Event (Duplicate from another Event)
- Updating users on an existing Event
A. Adding users to a newly created Event (Select from a Global Directory)
When creating a new event users can be added using two methods:
- Select from a global directory
- Duplicate from another event
1. Adding Users (Select from a Global Directory): You will access this option while using the Event setup wizard during the event creation process.
a. Start by mousing over and clicking “Select from a Global Directory”
b. Then click the “Continue” button
2. Event Users - On this screen there are several important features:
a. Search box to enable quick finding of specific users by name.
b. Notice that all of your company’s registered atEvent users appear as selected by default. The selected names are displayed with the checkbox filled-in to the left of each.
c. The status column displays the activation status of each user. Notice that one of the users has failed to complete the atEvent activation setup and their status is currently set to “invited”. This user may need to be sent another email invitation depending on if the original invitation has expired.
3. Event Users continued:
a. In this example we have un-selected the checkbox that highlights all current company atEvent users.
b. In this example we have individually filled-in the checkbox for two users (Creative Designer, Demo User)
c. Notice that a counter displays the number of users that are currently selected.
d. Save the selection by clicking the “Confirm” button
B. Adding Users users to a newly created Event (Duplicate from another event)
1. Add users from another event by selecting “Duplicate From Another Event”
2. Duplicate From Another Event continued:
a. A search box will appear where you can type in the name of an event that has the same list of users. Upon typing the first couple of letters the search automatically targets the specific event. In this example we have typed “Multilingual”.
b. A dropdown menu of target events with the word “Multilingual” will appear. Select the event that matches your search criteria. Your chosen event will now appear in the search window and the dropdown menu will disappear.
c. Then press the “Continue” button.
You will then be redirected to the Event Users screen for that event where you can add users by filling in the checkbox(es), the same method shown above in section A step 3.
C. Updating users on an existing Event
If you already have your event setup you can add/remove users
1. Events page
a. Go to the “Events” tab
b. Search for or select your event
2. Select the “Users” tab
3. Mouseover and press the “Edit” button:
4. Edit Users continued:
a. Notice that only 2 of the Company users are currently enabled for this event.
b. In order to invite all Company users fill in the checkbox at the top left.
c. To invite users individually you can find them by name using the search box
d. The page numbers at the bottom allow for searching by page and also using the “Previous” and “Next button. Fill in the checkbox to the left of all users to be added to the event.
e. To save the selected set of users press the “Confirm” button.