Creating a user

What is an event without users? Here are the options for you to create your users in the system.

The easiest/quickest way to add users in bulk is to use the importer tool or to make use of the registration form or an integration or API (if applicable).

How to manually create a user

You can manually create a user from the admin panel within seconds by using the steps listed below:

1. Open the Admin panel

2. Go to Users --> All users

3. Click on '+ Add new user'

4. You can now fill in the relevant fields (please see the table below)

5. Click 'Add user' to save

General

Field	Description
Title	Fill the user title i.e. Miss/Mr/Dr
First name	Users First name
Last name	Users Last name
E-mail	E-mail address that will be used to contact the user and they will use to login to the platform
Profile picture	Set an image with the dimensions 125 x 125 pixels
Tags	Tags of user (tag must be created first)

About

Field	Description
Password	This is the users password to access the platform. (When left blank this will be automatically generated)
Language	*Only applicable for Extensive package - If using the muli-event lanaguage this sets the language the platform will appear in for the specific user
Birthday	Set the users birthday
Phone number	Users phone number
About me	Description about user
LinkedIn profile	LinkedIn profile of user

Company

Field	Description
Company	Company that will appear in the users profile
Company position	Users position inside company
Exhibitor of	Connect user as (lead) exhibitor to a company booth
Exhibitor crew of	Connect user to exhibitor crew of a company (applicable of Exhibitor Portal is enabled)

Progam

Field	Description
Personal programme	Choose from the drop down which programme items that the user will have in their personal programme
Speaker for	Connects user as a speaker for a session
Moderator for	Connects user as a moderator for a session

Networking

Matchmaking tags
Select the matchmaking tags of the user (Intrests)

Settings

Field	Description
Is the code open for registration (for the app)?
External identifier	The External Identifier is a unique code that is given to all users in the system. This code must be unique. (If left blank we will automatically generate the External Identifier)
Privacy settings	Set the privacy level for the user (If left blank the default option will be set).
Is this user a chat Help Desk?	Makes a user part of the Help Desk
Type	Choose whether the user is a standard user or should have admin or host access.

Custom fields

Field	Description
+ Add additional data field	Allows to create custom data fields to show in the users profile

: No field has to be completed when creating a new user, allowing you to create blank users that are ready to be auto-completed when necessary.

Action buttons

Each user has five icons to their right (Under actions):

​- Edit icon: Click here to make adjustments similar to when creating a user. - Delete icon: Click here to remove the user altogether. - Mail icon: Click here to see sent e-mails or to send a new mail. - Check-in icon: Click here to manage the user's check-in.

Bulk editing users

To bulk edit multiple users, select the checkboxes on the left-hand side in the user's overview. Several buttons will appear in the top left corner. They allow you to bulk edit the selected users in the following way:

1. Adding tags to the selected users

2. Removing tags from the selected users

3. Sending emails to the selected users

4. Exporting the selected users

5. Deleting the selected users

Locked users

In the admin panel overview as well as in the user overview, you can see how many users are currently locked out of the platform. When a user tries to enter the platform and enters a wrong password multiple times, they get locked. By editing their profile, you can unlock them.