How Can Session Participants View Other Associated Participants’ Information?

In some cases, a session participant (such as a moderator) may need to view information about other participants in their session — for example, speaker names, emails, or phone numbers.

Portal Configuration

1. Navigate to the Portals module and click the ellipses (⋮) to the right of the portal where you want users to view session participant information.
   
2. Select Edit Settings.
   
3. Within Page 3 (Configuration), enable the setting Manage Related Sessions and Participants.
   
   
   1. This setting allows portal users to view specific fields you choose to expose for session participants.
   2. It also enables them to view and, if permitted, edit certain session and participant fields.
   3. In the following steps, you’ll learn how to control which fields are visible and whether they are editable or view-only (locked).
      
      
4. Click the Continue button in the top-right corner to navigate to Page 4 (Appearance).
   
5. In the Appearance page, select Manage Fields.
   
   For both the Session and Contact Participants sections, use the Show/Hide Fields button to control which fields are visible or hidden.
   
6. In the Actions column, click the ellipses (⋮) > Lock to prevent portal users from editing certain fields.
   1. We recommend locking all session and contact participant fields so users can view, but not change, session details or participant information.
      

Steps to View Participant Information in the Portal

1. In the My Sessions widget, select the session for which you want to view participant information.
   
   
   
   
2.  A side panel will open, displaying detailed session information. Navigate to the Participants tab. You’ll see a list of all participants associated with the session (e.g., speakers, moderators, chairpersons).
   
3. Click on the contact whose information you want to view.