Share your group portal with colleagues

Sometimes the power of two is better than one. By giving colleagues access to the portal, they are able to complete tasks for the group and view any additional information provided by the event admin.

Training video · 4:41Exhibitors and sponsorsExhibitors and sponsors are groups, companies with contacts attached. The two lists, the group profile and its CRM tab, tiers and what they unlock, portal access for a sponsor's people, the intake form that lets sponsors onboard themselves, and adding a group by hand.

1. 0:02Exhibitors and sponsors
2. 0:31The exhibitor list
3. 0:59Sponsors and tiers
4. 1:21A group profile
5. 1:53The people attached
6. 2:18Portal access
7. 2:45Tiers
8. 3:10The intake form
9. 3:45Adding a group by hand

First, let’s learn a new term: Group. Within Sessionboard, exhibitors and sponsors are categorized as groups. You can add contacts to a group allowing each individual contact to have unique login credentials to the portal but still view all the same information within the group.

To add colleagues to a group, you will need to contact the event admin directly providing them with the following information for the new contact:

• First Name
• Last Name
• Email Address (This will be the same email address that is used to log into the portal)

The event admin will then add the contact to the group and provide them with a link to log into the portal. The new contact will be required to make a password for future logins into the portal.

Tip

If the event sells booths through Sessionboard, your company’s booth, orders, staff badges, manual and invoices are in the exhibitor portal. See Use your exhibitor portal.