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We’ve moved! This knowledge base will become unavailable on the 4th February 2021. Please make sure to use our new training & support centre which includes the most up-to-date knowledge base with new layout, features, guides and support. See our update. |
Here is all the information you will need to know about creating, uploading and managing users in iVent.
Uploading users
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UPDATE: We have added a new level of Admin access called Admin Controller on Thursday, October 22nd 2020. Only Admin Controllers are now able to upload, create and manage other administrators on your event site. An admin can still create, manage and upload regular users. Please see Creating new Admin users section below. |
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If this feature is activated it is possible to upload users in bulk.
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Minimum fields that are required: First Name, Last Name, Email. You no longer need to assign generic passwords to your users as a system will automatically generate a password reset link.
Step 2
Then click ‘Upload’. If you have no column headings these will display as ‘Unnamed Column’.
Underneath the heading you will see a drop down box in which you can select a registration field. These are the fields your data can be mapped to. When you select a field the column will turn green.
By default, your users will be receiving one email once they are uploaded successfully. If you wish, in the ‘Email Manager’ you can update your ‘First Time Password Reset Email'. This email has a default message and it includes a password reset link. When editing, make sure you include the name of the registration and a password link. For more guidance, please follow ‘question marks’ when editing your email content.
By ticking ‘Prevent first password from being sent’ you can suppress ‘Password Reset Email’ from being sent. This is not recommended as your users will not get a unique password link and won’t be able to change their password or login.
The 'Prevent registration confirmation email being sent' field is automatically ticked. This means no other email will go out apart from the 1st time password email. If you wish to send a confirmation email as well, then please untick the box.
Step 3
The system will highlight any errors, for example, partially complete email addresses which you may like to correct before upload. On completion of upload you will see a confirmation message which advises how many have users have been uploaded and how many have not. Again, highlighted in red will be those users that couldn't be uploaded and for what reason e.g. user already associated with registration.
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