Open Forum

I posted this yesterday but didn't get any replies so I'm hoping the second time is a charm. 

Hello!

I am new to Cvent and have a user whom I added to an Access Portal and report, but she is not able to access it when the email/link is sent to her. I've played around with everything I can think of - does anyone have any additional solutions or areas to check? Or a "pro tip" that might help me get my user access to the report she needs? 

Thank you in advance!

#AccessPortal
#Admin/Reporting

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Andrea Rowe
Embassy Suites uk/coldstreamUnited States
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Hi Andrea,

I saw your original post, and it sounds like you have done everything correct. If the report has been published to the portal and was also made visible to either all users or the user in question, I can't figure out what might be the issue. If both those things are indeed present, I would give a chat to support to see what might be up? 

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Tori Martinez
Event Technology Specialist
Direct Travel
United States
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Hi Andrea and Tori,

Yes, and if the end user in question who needs access to this report is also an Account User in your Cvent instance and not part of the User Group that this event belongs to, you will need to grant them visibility to that event as well.

Thanks,

Jeremy

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Jeremy Houser
Projects Coordinator
Duke University
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Original Message:
Sent: 05-02-2023 09:49
From: Tori Martinez
Subject: Access Portal permissions - trying this again!

Hi Andrea,

I saw your original post, and it sounds like you have done everything correct. If the report has been published to the portal and was also made visible to either all users or the user in question, I can't figure out what might be the issue. If both those things are indeed present, I would give a chat to support to see what might be up? 

------------------------------
Tori Martinez
Event Technology Specialist
Direct Travel
United States
------------------------------

Thank you! I worked with Cvent Support but she's still having difficulties. I don't know enough to know if it's user error or something else at this point!

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Andrea Rowe
Embassy Suites uk/coldstreamUnited States
------------------------------

Original Message:
Sent: 05-03-2023 14:55
From: Jeremy Houser
Subject: Access Portal permissions - trying this again!

Hi Andrea and Tori,

Yes, and if the end user in question who needs access to this report is also an Account User in your Cvent instance and not part of the User Group that this event belongs to, you will need to grant them visibility to that event as well.

Thanks,

Jeremy

------------------------------
Jeremy Houser
Projects Coordinator
Duke University
------------------------------


Original Message:
Sent: 05-02-2023 09:49
From: Tori Martinez
Subject: Access Portal permissions - trying this again!

Hi Andrea,

I saw your original post, and it sounds like you have done everything correct. If the report has been published to the portal and was also made visible to either all users or the user in question, I can't figure out what might be the issue. If both those things are indeed present, I would give a chat to support to see what might be up? 

------------------------------
Tori Martinez
Event Technology Specialist
Direct Travel
United States