Conference Tracker: How do I manually create and edit users?

Introduction

Administrators in Conference Tracker can manually add new users. This article will explain how to add a new user and how to edit their profile.

This is the same process used when creating an Administrator, Operator, Moderator, or Presenters. The only difference is the actual role chosen.

Step-By-Step

Manually creating a new attendee

1. Navigate to Attendees > Manage Attendees.

2. Click the Create button.

3. Enter the user's basic information.

The fields marked by a red asterisk are mandatory.

4. Enter the user's security information.

New users begin with the "Attendee" role but can be given any additional ones.

5. Enter any of the user's optional information.

6. Review the information, then click Save Changes.

Additional attendee options

1. Navigate to the attendees list and click the ... button to the right of any attendee.

2. Choose from the additional options, such as:

1. Edit: Change the attendee's information.
   
2. View Attendance: View what Sessions the attendee has visited.
   
3. Send Attendee Login Info: Send the attendee login information.
   
4. Send Profile Update Invitation: Send the attendee an updated invitation link.
5. Send Self Check-In Instructions: This is only needed if the conference is using the check-in kiosks in the Conference Tracker mobile app. Send attendees an email with their QR code and instructions for using the kiosk.
6. Groups: Add the attendee to a group.
   
7. Ban: Prevent the attendee from changing their profile image or posting to the social wall.
   
8. Delete: Remove the attendee.
   

WARNING: If an attendee is deleted, their information cannot be recovered.

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