Attendee & Member Dashboards

Overview

Attendees or members that log into the site have a custom dashboard that provides access to features, displays messages, and navigates to the individual locations on the platform. Dashboards contain a profile section for individuals to view and edit their personal information or opt out of being sent emails, messages or appearing in reports. Set up multiple dashboards by attendee or member type.

In this article:

1. Go to Attendee Dashboards
2. Add a new attendee dashboard
3. Select attendee or member types

---

Step-by-Step Walkthrough

Step 1 - Go to attendee or member dashboards

From the dashboard, select "Attendees or Members” from the left-hand side menu, and click “Dashboards”.

Step 2 - Add a new attendee or member dashboard

Click "+ Add New Dashboard" to add a new dashboard.

• Give your dashboard a name and an optional description.
• Optional: disable the option for attendees or members to edit the fields in their profile.
• Elect to add additional fields from the attendee or member database by clicking the "Add Section" button to add new sections or "+ Add Field" to add a new field. 
• Rearrange the order of the sections or fields by clicking the section and moving it up or down or clicking the field and moving it up or down or left or right.

Step 3 - Select attendee or member types

Click "Next" in the bottom right-hand corner to proceed to the next step. Select the attendee or member types that will have this dashboard.  (For example, if you select "All Access", only individuals with this type will be able to view this dashboard.)

Click "Next" in the bottom right-hand corner to review the dashboard settings, then click "Save" in the bottom right hand corner to create the new dashboard.