Open Forum

Hello Community,

I have been having issues with finding a way to allow external client administrators to view attendee registration information for a single event.

Our feedback from prior events has returned that client bosses wish to see which of their staff have registered for an event, with the ability to view relevant inputted information. Is this something that is possible?

Thanks.

#Miscellaneous

------------------------------
Cameron Warburton
Inconnection UK LtdUnited Kingdom
------------------------------

Have you tried using the Access Portal and publishing there a custom report for them to access and run at their convenience?

------------------------------
Darlene Ishler
Event Reg System & Operations Mgr
Penn State UniversityUnited States
------------------------------

Portal reports is the way to go!
I have several volunteers who need to see specific reports.

------------------------------
Steven Schlossman
Jack of all trades. Master of none.
BMW Car Club of America
------------------------------

Hi Cameron,

Hope you are well!

As Darlene mentioned in her comment, this can be achieved using Access Portals. You will have to save the report in your event and then publish it to the access portal. Here, you will add the external client administrators as portal users and then add them as guests within the portal and give them access of the reports. They will receive an invitation email to set up their password and later, they can simply login to Access Portal and run the report to view the data.

To add an Access Portal, please go to your account > Admin > Access Portals > Access Portal. If there is no default portal set up then click on 'Create' at top right > Portal > give it a name > Save.

By default, your account administrators will have access to all content and portals. Now, you can go to Access Portal on the left hand drop down and click on Portal Users > add your external client administrators as portal users by clicking on 'Create Portal User' and add their name, email address and username (it can be their email address too) > scroll down and select the secure fields they can or cannot have access to view in the reports > Save. 

Once the portal users are created, click on Access Portals in the left drop down and click on the Access Portal name you created > go to the 'Guests' tab > click on 'Add Guest' at top right > Check the box next to the portal user name > Click on 'Add to Portal' that shows up at the top > Click on 'Send Invitation' in the pop up that shows up and an invitation email will be sent to them.

When publishing the report to the Access Portal, you will get the option to select which user will have the option to access the report. Select the portal users there and publish.

You can also refer to the following articles :

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

Running an Event Report - https://support.cvent.com/s/communityarticle/Running-an-Event-Report?searchFor=publish%20report&lang=en_US

I hope this was helpful.

------------------------------
Raashi Semwal Khati
Senior Quality Analyst
Cvent IncAustralia
------------------------------