Conference Tracker: How do I manage & create new Exhibitor Administrators?

Conference Tracker: How do I manage & create new Exhibitor Administrators?

Introduction

Administrators in Conference Tracker can view, create, and manage all Exhibitor Administrators. Exhibitor Administrators are the main people in charge of any vendor/company visiting the conference. They can view any captured leads performed by his company, as well as edit other customizable aspects provided to them for being a vendor at the conference. This article will explain how to edit and create an Exhibitor Administrator.

Step-By-Step

Editing.Managing an Exhibitor Administrator

1. Navigate to Exhibitors > Exhibitor Admins.



2. Choose how to edit the administrator.


Administrators can be viewed, created, and managed from this screen.
  • Create: Begin creating a new administrator.
  • Groups: View administrator groups.
  • Send Leads App Login Instructions: Send an email to all Exhibitor Administrators that purchased a Leads License. The email will include instructions on how to download and access the Conference Leads app.
  • Edit: Click on the name of any Exhibitor Administrator to edit their profile.
The following options can be accessed by clicking the three dots to the far-right of any Exhibitor Administrator's name. Changes made will only affect the administrator chosen.
  • Send Leads Login Info: Send an email with leads to this specific Exhibitor Administrator.
  • Groups: Show any Groups the chosen Exhibitor Administrator belongs to.
  • View Limits: View how many representatives this administrator's company is allowed to have, as well as how many Leads Licenses and Push Ads they have purchased. These are generally updated automatically through Conference Tracker.
  • Ban: Ban the chosen Exhibitor Administrator. Banned users are not able to post to the social feed on the Attendee app.
  • Delete: Delete the chosen Exhibitor Administrator.


Creating a new Exhibitor Administrator

1. Click the Create button.



2. Enter the administrator's basic information.


The fields with a red asterisk are mandatory.


3. Enter the administrator's security information.


Administrators can be given as many roles as needed. By default, they're set with the "Exhibitor Administrator role.


4. Enter any optional information about the administrator.



5. Review the administrator's information, then click Save Changes.


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