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  • 1.  Access Portal users

    Posted 11-14-2023 11:07

    So this may sound silly, but haven't used cvent in a while now have a project to do. I remember adding users to the access portals. But we had to add them and their emails first under an option and I cannot seem to remember where. Under admin I don't see manage users either. Anyone have any insight?


    #AccessPortal
    #Community User Groups

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    Saadia Zahid
    Technology Support Specialist
    Prince William County Public SchoolsUnited States
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  • 2.  RE: Access Portal users

    User Group Member
    Posted 11-15-2023 06:14

    Hi Saadia!

    Under Admin, towards the bottom of the list, there is a section called "Access Portals" and within it is "Portal Users" where you can create a new user.

     I suspect if you can't see this in your account, maybe you don't have the proper permissions to access it?



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    Tori Martinez
    Event Technology Specialist
    Direct Travel
    United States
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  • 3.  RE: Access Portal users

    Cvent Staff
    Posted 11-17-2023 06:26

    Hi Saadia,

    Hope you are well!

    To add Portal users, you'll have to add them as Access portal users. For this, please login to your Cvent account > Click on app switcher at top right > Admin > scroll down to Access portal > click on Portal users and add the Access Portal users here. Once added as portal user, you'll have to go within your access portal and add them as Guests in the portal to give them access to view the report.

    PFB the articles on Access Portal for your reference:

    Creating an Access Portal or Public Website == LINK : : https://support.cvent.com/s/communityarticle/Creating-an-Access-Portal-or-Public-Website?is_article=true&lang=en_US&searchFor=Access%20Portal&page=1

    Publishing a Report to Access Portals == LINK : : https://support.cvent.com/s/communityarticle/Publishing-a-Report-to-Access-Portals?is_article=true&lang=en_US&searchFor=Access%20Portal&page=1

    Using the Access Portal or Public Webpage Site Designer == LINK : : https://support.cvent.com/s/communityarticle/Using-the-Portal-or-Public-Webpage-Site-Designer?is_article=true&lang=en_US&searchFor=Access%20Portal&page=1

     

    I hope this helps. Please let us know if you have any further questions.



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    Raashi Semwal Khati
    Senior Quality Analyst
    Cvent
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  • 4.  RE: Access Portal users

    User Group Member
    Posted 13 days ago

    Hi!

    Where do I find the option to add them as a guest?

    Thanks!

    Jackie



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    Jackie Tierney
    The Castle Group, Inc.United States
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  • 5.  RE: Access Portal users

    Cvent Staff
    Posted 13 days ago

    Hi Jackie,

    Hope you are well!

    To add a guest within the Access Portal, please go to Admin > Access Portal > Access portal > click on the portal's name > click on Guests tab > Click on Add Guests > select the portal user > Click on Add to Portal > click on Send Invitation in the Pop Up.

    The guest will receive the invitation email. They will need to click the link in the email to set up their password. 

    You can refer to the following articles for your reference :

    Creating an Access Portal or Public Website == LINK : : https://support.cvent.com/s/communityarticle/Creating-an-Access-Portal-or-Public-Website

    Using the Access Portal or Public Webpage Site Designer == LINK : : https://support.cvent.com/s/communityarticle/Using-the-Portal-or-Public-Webpage-Site-Designer

    I hope this helps. Please let us know if you have any further questions.



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    Raashi Semwal Khati
    Senior Quality Analyst
    Cvent
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