How do I add a user to an event using the Event Dashboard?

Step 1:

From the Event Dashboard, click on the 'View All' option from the 'Users' tile.

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Step 2:

Click on 'Invite User', located on top right side of the screen.

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Step 3:

Enter the new user’s email address and click on the green button to 'Search' .

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Step 4:

If the user already exists in the global database, you will see something like the following page.

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To grant the user access, simply select the role you'd like them to have within your event and then click on 'Yes, Invite This User'.

If the user does not exist in the global database, you will be prompted to complete their profile. 

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As part of that completion process, you will need click on 'Edit Event Access' to search and find the event you want them to access.You can also specify the conversation areas you want them to access by clicking on 'Edit Area Access'. Once you are happy with your changes, just select 'Save User' to finish.

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Step 5:

If the user you have added is a new user, you will be returned to the 'Users' index within your event with a message informing you the user has been successfully added to your event. However, if the user you are adding is an 'existing' user, you will see the following page.

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From here you can continue to manage which events you'd like to grant them access to by clicking on the 'Manage'  option on the Events tile.

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If you wish to manage the conversation areas they can interact with, simply select the 'Manage' option found on the  Areas  tile.

Finally, if you need to correct a mistake or update the user's details, just click on the 'Edit User' option at the top right of the page.

Once you have finished editing and wish to leave this area, click on the 'Exit Admin Area' button at the top left of the page to return to your events.

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