Managing Staff Registrations

Managing Staff Registrations

When staff are registered through the Exhibitor/Sponsor registration module, those individuals will have an individual attendee registration created in the system and will be linked to the Company's exhibitor/sponsor event registration through the 'Group registration' functionality in the system. 

**Recommended Method** Login as the Company Admin and use the Front-end

Front-end: How to Add a Staff Registration?

  1. Click Dashboard
  2. Click Exhibitor module
  3. Click Manage button
  4. Locate the Sponsor/Exhibitor registration and click the row to open the invoice
  5. On the far right side of the screen under Create Login Link, click the Login Link to Share dropdown and select Login Link for Admin use
  6. Click the Create button
  7. Once the URL has been generated, click the Copy button
  8. Open an incognito or private browser tab and paste in the copied URL
  9. Click the Staff Registration menu option (Note: The menu may be labelled slightly different on your site.)
  10. If there are registration discounts available, click the Add Name for Badge to allocate to a new staff person

  11. On the left side, click the dropdown field to select an existing individual who is already in the system and click Add Existing Contact button. Use the right side to add a new individual to the system and click Add New Contact button

  12. Click the Update Registration button if there are other items to be added to this individuals' registration.
  13. Repeat steps 10 to 12 to allocate other badges
  14. If you have used all available Badges and wish to purchase more badges, click the Additional Staff button (Note: The button may be labelled slightly different on your site, but it is located in the upper right hand corner of the Staff Registration screen)

  15. Return to step 11.

Front-end: How to Remove a Staff Registration?

  1. Click Dashboard
  2. Click Exhibitor module
  3. Click Manage button
  4. Locate the Sponsor/Exhibitor registration and click the click the row to open the invoice
  5. On the far right side of the screen under Create Login Link, click the Login Link to Share dropdown and select Login Link for Admin use
  6. Click the Create button
  7. Once the URL has been generated, click the Copy button
  8. Open an incognito or private browser tab and paste in the copied URL
  9. Click the Staff Registration menu option (Note: The menu may be labelled slightly different on your site.)
  10. Locate the Individual to be removed, click the Remove button

  11. A confirmation message will appear, if you want the person removed from the Company as well, click the Remove from Company checkbox. Click the Delete button to confirm the removal.


Front-end: How to Edit a Staff Registration?

  1. Click Dashboard
  2. Click Exhibitor module
  3. Click Manage button
  4. Locate the Sponsor/Exhibitor registration and click the click the row to open the invoice
  5. On the far right side of the screen under Create Login Link, click the Login Link to Share dropdown and select Login Link for Admin use
  6. Click the Create button
  7. Once the URL has been generated, click the Copy button
  8. Open an incognito or private browser tab and paste in the copied URL
  9. Click the Staff Registration menu option (Note: The menu may be labelled slightly different on your site.)
  10. Locate the Individual to edit, click the Update Registration button

Updating via the Admin Dashboard

Admin Dashboard: How to Add a Staff Registration?

  1. Click Dashboard
  2. Click Exhibitor module
  3. Click Manage button
  4. Locate the Sponsor/Exhibitor registration and click the click the row to open the invoice
  5. Click Registration in the horizontal menu, select Manage Staff

  6. Click Manage Group Registration button
  7. Click Add New Group Members

  8. There are several options in adding contacts, on the left side, you may select a pre-existing account in the system that is already linked to the company or search for an individual who may not be linked to the company and link them or on the right side, add a new individual to the system.
  9. Once you have selected or added the new contact, click the Edit Registration button to complete the individual's registration.

Admin Dashboard: How to Remove a Staff Registration?

  1. Click Dashboard
  2. Click Exhibitor module
  3. Click Manage button
  4. Locate the Sponsor/Exhibitor registration and click the click the row to open the invoice
  5. Click Registration in the horizontal menu, select Manage Staff
  6. Click Manage Group Registration button
  7. Click Manage Group Members

  8. Locate the individual and click the Removal Options button

  9. Next, select one of the removal options

  10. Click the Continue button to confirm the removal action

Admin Dashboard: How to Edit a Staff Registration?

  1. Click Dashboard
  2. Click Exhibitor module
  3. Click Manage button
  4. Locate the Sponsor/Exhibitor registration and click the click the row to open the invoice
  5. Click Registration in the horizontal menu, select Manage Staff
  6. Click Manage Group Registration button
  7. Click Manage Group Members
  8. Locate the individual and click the Edit Registration button