Creating Users / Adding Users to Events

Before users can begin using atEvent they must first have an account created by the Company Group Admin. Upon account creation 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. Only the Company Group Admin can create new users, but both the Company Group Admin and Event Managers can add users to events. 

This article contains the following sections:

  • Creating new users in atEvent (CSV Upload)
  • Creating new users in atEvent (Manually)
  • 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. Creating new users in atEvent (CSV Upload)

Uploading a CSV is the easiest way to create a list of users for your company in atEvent. This is done in the Company Settings.

1. Company Settings:
   a. Mouse-over the circular icon
   b. Select "Company Settings" from the dropdown menu.

2. Click the "Manage Users" tab

3. Click "Download CSV Template"

4. Open the downloaded file "userTemplate.csv" by clicking on it

5. Enter the following fields in the CSV:
   a. First Name
   b. Last Name
   c. Title
   d. Email
   e. Save the CSV to your local drive

6. Upload the CSV by clicking the "Upload" button

7. Select the CSV saved to your local drive from step 5 and complete upload step.

8. CSV Upload results: 
   a. You should receive a popup message "Users Added, file uploaded successfully"

Note: If you should receive an error or warning please take the necessary steps to correct it. Upload the CSV again if necessary.

   b. You will now be able to see the newly created users in your company list of users. Notice that their current status is colored yellow and designated as "Invited". They will receive an email to activate their atEvent account. 

Note: If the invited user somehow forgets to activate and doesn't open the invitiation email, later they may claim that they cannot activate because the activation link has expired. The Company Group Admin will need to reset password which resends an activation email. See Step 9.

9. Reset Password: 
   a. In order to resend the activation email you can first search on the user by typing their name in the search box.
   b. Click on the icon "Reset Password"

Reset Password (continued):
c. You will receive the following popup. Press "Continue". The user will receive a new activation email where they can set password and after begin to use atEvent.

B. Creating new users in atEvent (Manually)

After uploading the majority of your company's atEvent users you may have the need to add 1 or 2 new people afterwards. This can be done manually without uploading a CSV.

1. Company Settings:
   a. Mouse-over the circular icon
   b. Select "Company Settings" from the dropdown menu.

2. Click the "Manage Users" tab

3. Click "Add User"

4. Add User Information:
   a. First Name (required field*)
   b. Last Name (required field*)
   c. Title (required field*)
   d. User Type - Select a user type from the dropdown menu (required field*). The following options:

    • Company Group Admin
    • Company Group Staff
    • Company Group Analyst
    • Event Manager

   e. Email (required field*)
   f. Click "Save"

5.  Added User Successful:
   a. You should receive a popup message "Users Added, file uploaded successfully"
   b. You will see the newly added user in the list

C. Adding users to a newly created Event (Select from a Global Directory)

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

D. 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.

E. 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.

Related Article:

Getting started with atEvent