User Login Types

Article Contents

• Reports
• Editor
• Manager

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Reports

The “Reports” role is for those that only need access to analytical data for your event. People with this role will not be able to access any live element to your event or make any changes to it. Let’s go into exactly what “Reports” login would be used for:

• Access to a quick overview of how your event is performing with visitor and registrations data
• A full list of all projects with reporting data, including a brief indication of the number of registrants, events and emails, as well as the date and time of the event
• A more detailed breakdown of all elements of a project, allowing you to choose custom date ranges to view the number of visitors and registrants, active and watching durations, engagement numbers and more (you can even break this down by each individual registrant)
• Access to email data, including how many people opened, clicked or unsubscribed from your emails
• See where your registrars came from with a clear view of they came direct to you or were referred
• Review poll and question submissions
• The ability to download any of the above mentioned data in a spreadsheet format

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Editor

The “Editor” role gains a significant amount of access compared to the presenter and reports roles. This account type will allow the person to make major changes to your events including branding, page designs, managing registrations, emails and more. They can only access projects that a “Manager” role has assigned to them. Let’s break this down further:

• An editor has access to all features mentioned previously for the “Reports” role
• This role does not have access the features mentioned above in the “Presenter” role with the exception of publishing polls, viewing and organising questions and accessing the attendee view of events
• View a full overview of all the projects in your organisation with an indication of how many registrants and events each one has
• Ability to edit a project with access to change the following:
  • Details - project name, start date, URL etc 
  • Events - ability to edit event pages
  • Emails - edit, approve, copy, preview, and send test emails
  • Fields - create and edit fields for your registration page
  • Registrants - view, remove and import registrants for your event
  • Access - add or remove email addresses and IPs from the whitelist/blacklist as well as import these via a spreadsheet format
  • Branding - choose a logo, background, font and accent colours
  • Pages - adjust page layouts by adding or removing components
  • Content - adding custom content to your homepage, registration, login pages etc.
  • Blocks - adjust page layouts by creating your own custom components
  • View all report data as previously mentioned
• Ability to edit events within a project including:
  • Details - event name, start date, event type and more
  • Streams - upload and update poster images, VVTs and captions
  • Questions - view and organise questions
  • Polls - create, edit, publish and unpublish polls as well as view or downloading results
  • Alerts - edit alerts such as a redirect that sends users to a particular page at the end of an event
  • Content - edit and add custom content to the event page
  • Layout - rearrange the layout of the event if you don’t want the default project layout to apply
  • View all report data as previously mentioned

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Manager

The “Manager” role is the account type with the most access to all elements of your organisation and its events. They have access to all of the features previously mentioned in the “Presenter”, “Reports” and “Editor” roles as well as the following:

• Ability to copy and delete projects and events
• Create new projects and events
• Create a new email
• Create new alerts and polls within an event
• Create, edit or delete presenter, editor and reports accounts
• The ability to launch a self-service console when running your own events
• Unlike the “Editor” role, they can access to all projects and events within an organisation