I'm an Event Organizer: How to Assign Access to the Company Portal

The Company Portal offers a seamless way for the companies of your event (sponsors and exhibitors) to edit and manage their profile and Lead Capture feature. 

Assigning Company Admins

When creating Company profiles for your event,  you will have the option of assigning specific Company Representatives as a Company Admin. This role invites the representative to log into the Company Portal where they can build and manage their profiles and leads. 

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Once a representative has been assigned the role of Company Admin, they will receive an email invitation that will prompt them to log into the Company Portal. 

Company Admins can also be assigned using the Companies Excel template available. To access this template, click on the Import/Export button. 

  • Select Import if you have not yet started building your profiles, and select the download link available on the pop-up that appears. 
  • Select Export if you have already added in your profiles and need to update their profile to assign them as Company Admins. 

On the Companies Excel Template, you will find a column labelled Company Admin(s) (Email IDs) where you can input the email addresses of anyone that you would like to assign as the Company Admin. If there is more than one person that needs to be assigned to the same company, simple separate each email address using a comma. 

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To save your changes to the Companies library, select the Import option to upload the template. Once your file has imported, an email invitation will be sent to any new email addresses that you have entered into the Company Admin(s) column.

Note: The number of Company Admins is not limited per company, so you will have access to add as many people as needed. 

Update the Company Profile Details

From the Company Details area, Company Admins will have access to update the details of the company profile that will be displayed within the Event Space. From this area, the Company Admin(s) will have access to: 

  • Add the company's logo and description
  • Embed a video within the profile 
  • Create a Call To Action button 
  • Input contact details
  • Share resources such as documents or external links

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Manage Company Representatives

The Representatives area is where Company Admins will have access to view the representatives that have been added to the profile by the event organizer, including which role each representative was assigned (Company Admin or Lead Capture Staff).

From this page Company Admins will have access to: 

  • Determine which representative's profiles will be displayed from the Company Profile 
  • Which representatives will be assigned as Lead Capture Staff 
  • Assign other representatives as Company Admins when needed
  • View the Active and Pending invitations that have been sent to representatives
  • Re-send invitations to Company Admins or Lead Capture Staff as needed
  • Re-order representatives to set the order that they will appear within the Company profile

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Managing Lead Capture

Company Admins will also have access to manage the Lead Capture feature for their company, when applicable. 

From the Lead Qualifiers page Admins will have the option of creating additional qualifying questions that Lead Capture Staff will need to complete when capturing leads using the Onsite App. 

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The Lead Collection page will provide Admins access to any lead data that was captured at the event so that they can review, remove or export it as needed. 

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