Add & Manage Booth or Catalog Users & Contacts

Overview

Users are individuals that log in to manage a booth or catalog. Contacts are individuals that are displayed in the  database but have no login privileges. Add users to help set up and manage the booth or catalog.

In this article:

1. Log into the site
2. Go to your dashboard
3. Locate Users
4. Add new users or manage existing users

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Step by Step Walkthrough

Step 1 - Log into the site

Find the “Login” button in the upper right-hand corner of the site’s homepage or login directly from the site’s login screen.

Step 2 - Go to your dashboard

If you are not taken to your dashboard after logging in, click your name and then "My Dashboard" in the upper right-hand corner of the site.

Step 3 - Locate Users

From the dashboard, select "Users" in the left-hand side navigation bar.

Step 4 - Add new users or manage existing users

• Click "+Add New User" to add a new user or contact.
• Manage existing users and contacts by clicking the hyperlinked name of the user or contact. 

• Enter the required and optional information.
• Click the "Catalog or Booth" tab to assign the user or contact to a catalog or booth.
• If this is a new user, click the check box next to "Send Welcome Email".  If this is an existing user, click the "Options" button to send a welcome email.
• Click "Save".