Navigate your contact portal

A portal is the participant’s side of Sessionboard — the page a speaker, sponsor or exhibitor lands on from the link in your email. This is the short version to send to them; you configure everything it shows from Program → Portals. See Portals 101.

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

Why use it

Participants who know where things are in the portal finish their tasks without emailing you. Send them this page with the invitation, so they can find their sessions, confirm their participation and upload what you need on their own.

Signing in

The invitation email carries a personal link. Opening it signs the person straight in; if they come back later without the link, they sign in with the same email address on the portal’s login page. Someone who belongs to more than one portal or event can move between them with Switch Portals and Switch Events in the header menu.

The pages

Page	What is on it
Home	Cards for My Participation, My Profile and Tasks, a Calendar of the person’s upcoming sessions, and any files you have shared. Each card has View All.
My Participation	Every session, abstract and application the person is on, grouped by status, with search — see below.
Profile	The person’s contact fields — bio, headshot, title, company and whatever else you have made visible. They can edit anything you have not locked.
Tasks	Everything they owe you, split into My Tasks (about them) and Submission Tasks (about a session they are on, which any participant on that session can complete). Submission Tasks shows only when the person has at least one. Incomplete and Due This Week filters narrow the list. A portal with Show Tasks Widget off has no Tasks card or page.
Resources	The pages you published to the portal — travel details, speaker guidelines, FAQs.
Files	Files you shared with the portal, to download.

Clicking a submission on Home or under Tasks opens it in a panel with Details, Tasks, Files and Messages tabs — that panel is where they confirm participation, edit session details (its button reads Edit Submission while the submission form is open, View Submission once it has closed), upload a presentation and complete anything you asked for on that session.

Note

Which fields show, which are editable, and which submissions appear are portal settings. If a participant cannot see something, check the portal’s Manage Fields, Control Submission Visibility and Visibility filter first. See Portals 101.

Tip

Point participants at this article from a portal task or resource page, so the instructions sit next to the thing they are being asked to do.

My Participation

The My Participation card on Home, and the My Participation tab, list everything the person is on. Chips across the top — All, Abstracts, Sessions, Applications — narrow the list; only the types they have appear, and All shows when there are two or more.

Rows are grouped, and each group can be collapsed:

Group	What it holds
Pending Participant Confirmation	Accepted sessions — and abstracts, when the event asks for them — waiting for the person to confirm, each with a Confirm button. Split into Sessions and Abstracts when both are present. Shown only when participant acceptance is on.
Pending, Declined and Accepted Sessions	Sessions by the status your team set. Custom statuses that are still in progress sit under Pending.
Pending, Declined and Accepted Abstracts	The same for abstracts.
Pending, Declined and Accepted Applications	The same for applications.
Withdrawn Sessions / Withdrawn Abstracts	Withdrawn submissions, collapsed by default.

Each row shows the status name your team uses, including custom statuses. A row waiting on a confirmation is listed once, in the confirmation group. Subsessions stay with their parent: when only a subsession is in a group, its parent appears above it as a muted heading.

Once the person has confirmed or declined, the row’s button reads Participant Confirmation Completed. It opens their answers, read-only; to change one, they contact the event team.

Related

• Portals 101
• Inviting users to the event portal
• Assign tasks