Invite people to the event portal

Every portal on the event shares one login link — https://app.sessionboard.com/portal-login/<event-slug>/…. Whoever signs in with it lands in the portal their filters put them in, so you never need a different link per portal. Copy it from Program → Portals: open the ⋯ menu on any portal card and choose Copy Link.

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

There are two ways to get it to people.

Send an email with the link

Write the email from Contacts, Speakers, Sponsors, Exhibitors or Sessions — see Create & send emails. Rather than pasting the URL, insert the Portal Login Link (Hyperlink) merge tag (or Portal Login Link (Raw URL) if you want the address spelled out). Group emails carry the same tags.

Tip

Point people at Access your portal — it walks a first-time user through signing in.

Grant access and share login details

Use this for a new contact who has never signed in, or for someone who has lost the link.

Select the people

In Contacts, Sponsors or Exhibitors, tick the records. In the bulk action bar choose More → Manage Portal Access.

Give access to anyone who lacks it

The panel splits your selection into People without access and People with access. Click Give Portal Access for the first group; they become portal users on the spot. Anyone with an invalid email address is listed separately so you can fix the record first.

Share Login Details

Click Share Login Details, then either Send Email — a portal invitation carrying the login link, with an optional personal message — or Get Link to copy the invitation link and send it yourself.

If some of the emails cannot be sent, the rest still go out. The panel then says Sent N of M emails and lists the addresses it skipped. An address is skipped when it does not belong to a contact in this organization, so correct the contact record’s email and send again.

Note

Access is per person, not per portal. Which portal they see is decided by the portal filters — see Portals 101.