How to create a portal for accepted speakers?

There are two recommended methods for creating a portal specifically for accepted speakers in Sessionboard. Each offers flexibility depending on how you prefer to manage speaker access and visibility.

Option 1: Filter by Speaker Role + Control Task Visibility

This option uses the built-in Speaker role filter to display all speakers in your event, regardless of session status (pending, declined, or accepted). To limit visibility of tasks to only those assigned to accepted sessions:

1. Create a Custom Portal:
   • Navigate to the Portals module.
   • Click “Create Portal” to create a People portal.
     
     
   • In the filter section, ensure the role “Speaker” is filtered by the criteria "is checked".
     
     
   • This will include all contacts assigned to sessions as the role type “Speaker” — regardless of the session’s status.
2. Control Task Visibility:
   • Go to Page 3 (Configuration) of the portal setup and disable the “Always Show Tasks” setting.
     
     This ensures tasks (forms, file requests, etc.) are only visible to speakers assigned to accepted sessions.

Option 2: Use a Custom Contact Field to Identify Accepted Speakers

If you prefer to restrict portal access to only accepted speakers (not just task visibility), you can use a custom contact field to flag accepted speakers and filter the portal accordingly.

1. Create a Custom Contact Field:
   1. Create a custom checkbox field (e.g., “Accepted Speaker”) and add the field to your Speaker module table view.
   2. For each accepted speaker, check the box to identify them as an accepted speaker.
      
      💡TIP: Consider bulk editing the custom field you hav created to save time!
      
      
2. Create a Custom Portal Using That Field:
   1. When building your portal, apply a filter using the custom field (e.g., “Accepted Speaker is checked”).
   2. Only contacts marked as accepted will appear assigned to the portal.