View a portal as an admin

To see what a portal looks like for one of your speakers, sponsors or exhibitors — the same tasks, order and due dates they get — open it as them.

Training video · 6:30The speaker's side: signing in, getting unstuck, finishing tasksThe invitation a speaker receives (Share Login Details, Get Link), the event's portal sign-in page and the Continue as chooser, what a speaker sees on Home, Tasks, Profile and Files, the two sign-in calls (You do not have access to the portal for this event, and the locked account after five wrong passwords) with the speaker's fix and the admin's Unlock account on Event Team, Change Portal Username and Reset Password from the contact's Details card, the Assigned Portal column and the three checks when a task is invisible, Due Date and Extended Due Date in Edit Settings, filtering a task to Incomplete and writing to just those people, and View portal as.

1. 0:02The invitation
2. 0:39The sign-in page
3. 1:35What the speaker sees
4. 2:42I can't sign in
5. 3:13The locked account
6. 4:03A changed email address
7. 4:31The right portal
8. 5:06Due dates and extensions
9. 5:42Who hasn't finished
10. 6:07See it as they do

Training video · 5:21Speaker portal & tasksWhere accepted speakers land, what you ask them to do there, and how you see who has done it.

1. 0:02The portal
2. 0:38Tasks, file requests and forms
3. 0:58Create a task
4. 2:05Assign it to a portal
5. 2:30Due dates and required
6. 3:23Always Show Tasks
7. 3:47See it as a speaker
8. 4:05Who has done it
9. 4:53Next steps

From any event page

1. Click View Portal at the top right of the screen. The menu offers View my portal and View portal as….
2. Choose View portal as… and start typing a name. Matching Contacts are listed, and Groups (sponsors and exhibitors) below them.
3. Click a result. Their portal opens in a new tab.

View portal as… needs the impersonate-portal permission; team members without it see the entry disabled.

From the portal editor

Open the portal under Portals, and click Preview as… in the editor toolbar to pick anyone assigned to that portal. This is the quickest check after changing assigned tasks or fields. See Portals 101.

Note

Both routes open a read-only preview. You can open every task, form and file request, but nothing can be submitted or completed from it. To close a task for someone, use their contact profile — see mark tasks complete for portal users.