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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?

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?

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.

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?

Hi!

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

Thanks!

Jackie

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.

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?