How do I set up an Event Company user and give them access to reporting?
The Event Producer Portal is a place where your event company contacts can access valuable reporting. Here's how you set a user up with access.
Event company users are the contacts at an event producer organization who need access to the Event Producer Portal. This article covers how to find them, read their access status, and add a new one.
How To Find Users Associated With an Event Company
Step 1 — Open Event Companies
From the left-hand navigation, click Event Companies. This lists every event company in the account.
Step 2 — Find the companyUse the search bar at the top of the Event Companies list to locate the company you're working with, then click the company name to open its record.
Step 3 — Go to the Contacts tabThe company record opens on the Details tab. Click Contacts.
The Contacts tab shows every user associated with that event company, along with their job title/role, phone number, and status.
Understanding User Status
The Status column tells you whether a contact can actually log in:
| Status | What it means |
|---|---|
| Active | The user has set a password and has access to the Event Producer Portal. |
| Invitation Sent | The user has been invited but has not set a password yet. They cannot log in until they do. |
If someone tells you they can't get into the portal, check this column first. "Invitation Sent" almost always means they never completed the invite.
Understanding What Actions Can Be Taken on an User
Each contact row has a "..." button at the far right. It opens a menu with four options:
| Option | What it does |
|---|---|
| Set As Primary | Makes this contact the company's primary contact. The current primary is marked with a blue star in the Contacts List. |
| Edit | Opens the contact record to update name, email, job title/role, phone, or extension. |
| Delete | Removes the contact from the company thus removing access to the portal |
| Send Invitation | Sends (or resends) the portal invitation email. This only appears if he user is NOT in an Active status. |
Adding A New Contact
- On the Contacts tab, click the blue Add New Contact button.
- Fill in the contact's details and save.
⚠️ Important: new contacts are not invited automatically
If you are adding a contact who is entirely new to the system, the invitation is not sent automatically. You have to trigger it yourself:
- Find the new contact in the Contacts List.
- Click the "..." menu on their row.
- Select Send Invitation.
Skip this step and the contact will live on that tab, but never receive an email to set a password.