Conference Tracker: How do I create and manage Exhibitor Representatives?

Conference Tracker: How do I create and manage Exhibitor Representatives?

Introduction

An Exhibitor Representative is any staff member from a company or exhibitor who attends the conference and can capture leads.

Conference Tracker Administrators have full system access to view, create, and manage all Exhibitor Representatives across the event. This guide explains how to perform these administrative tasks.

Step-By-Step

Creating a new Exhibitor Representative

1. Navigate to Exhibitors-> Exhibitor Reps. Click the Create button at the top of the page.



2. Enter the exhibitor representative's basic information, including their first name, last name, and email.


Info
The fields with a red asterisk are mandatory.


3. In the Security section, setting a password is optional — the user can create their own password when they first log in.


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


4. Enter any optional information, such as contact information and social network links.



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

Editing/Managing an Exhibitor Representative

1. Navigate to Exhibitors > Exhibitor Reps.



2. Search for the exhibitor representative you want to edit, click the three dots on the right of their row, and select Edit from the dropdown.


Info
Exhibitor representatives 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.



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