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

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

Introduction

Administrators in Conference Tracker can view, create, and manage all Exhibitor Representatives. Exhibitor Representatives are any staff that represent a company/vendor visiting the conference. This article will explain how to edit and create an Exhibitor Representative.


Step-By-Step

Editing/Managing an Exhibitor Representative

1. Navigate to Exhibitors > Exhibitor reps.



2. Choose how to edit the Exhibitor.


Exhibitors can be viewed, created, and managed from this screen.
  • Create: Begin creating a new Exhibitor Representative.
  • Groups: View Exhibitor Groups.
  • Send Leads App Login Instructions: Send an email to all Exhibitor Representatives 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 Representative to edit their profile.
The following options can be accessed by clicking the three dots to the far-right of any Exhibitor Representative's name. Changes made will only affect the representative chosen.
  • Send Leads Login Info: Send an email with leads to this specific Exhibitor Representative.
  • Groups: Show any Groups the chosen Exhibitor Representative belongs to.
  • Ban: Ban the chosen Exhibitor Representative. Banned users are not able to post to the social feed on the Attendee app.
  • Delete: Delete the chosen Exhibitor Representative.


Creating a new Exhibitor Representative

1. Click the Create button.



2. Enter the representative's basic information.


The fields with a red asterisk are mandatory.


3. Enter the representative's security information.


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


4. Enter any optional information about the representative.



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

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