Wouldn't it be so much easier to be able to manage all accesses from a single point? This is not efficient.
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Heather Payne
Director, Conference & Event Marketing
RBC Dominion Securities, Inc.Canada
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Original Message:
Sent: 10-05-2023 13:10
From: Shaifali Sharma
Subject: Updating User Access/Administrator
Hi Christina,
Hope you're well!
Since, the user is already added as an Access Portal user, the system is not letting you add them as an account user. The same email address cannot be used to create both Account and Access portal users because of which you are getting the error. To add the person as an account user you first must delete them from the access portal and then can add them as an account user on the Cvent account. Please follow the steps to delete the access portal user:
Go to Admin > Access Portal > Portal Users > Select and delete on the top right.
Once done now you can add them as a user on the account by clicking Admin > Manage Users >Users > Create User.
Please note that once you add them as an account user , they will have access to Access Portal automatically ; you simply have to give report access.
Regards,
Shaifali Sharma
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Shaifali Sharma
noneaUnited States
Original Message:
Sent: 10-03-2023 13:45
From: Christina Hofmann
Subject: Updating User Access/Administrator
I wanted to update one of my account users to be an administrator but I seem unable to do so on my own. Does anyone know if this is something that cvent needs to do on an account level?
When I try to search for the user name/email in my account list the person does not appear but when I try to use the "Create User" button and input the information is says that there is already a portal user with that name.
#Reporting
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Christina Hofmann
Global Events
The Gap, Inc.United States
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