You can view your account permissions by clicking Manage my account). If you are an Admin user, you can also view and edit another user's permissions by clicking and double-clicking on their account in the list (see Manage other accounts). Below are more details about the implications of various account types, statuses and permissions.
(seeOrganiser accounts vs. exhibitor accounts
We distinguish between two kinds of accounts in our system: organiser accounts and exhibitor accounts. The kind of account you have is automatically determined by the N200 application(s) you use. If you are a user of Visit and/or the Visit Intelligence app, you have an organiser account. If you use Visit Connect and/or Visit Partner, you have an exhibitor account.
NOTE: Both organiser and exhibitor accounts can be either Admin or Standard (see Admin vs. Standard users).
Organiser accounts and exhibitor accounts each have different implied permissions. This means that, depending on the kind of account you have, you will see different information in the Account details section of the page. Bear this in mind if a screenshot does not match what you are seeing on your screen.
Admin users creating new accounts (see Create a user account) can see the kind of account they are adding in the top-left corner of the page, right over the Personal details section.
As an Admin user, you can only manage accounts that are the same kind as your own. Organisers can only manage organiser accounts; exhibitors can only manage exhibitor accounts. An organiser cannot manage exhibitor accounts.
Admin vs. Standard users
All accounts have one of two types: Admin or Standard.
Depending on your user account type, you can do different things in Visit Account. As a Standard user, you can:
- edit your contact information and account details (see Manage my account);
- open the applications to which you have access from the side menu.
As an Admin user, you can additionally:
- create new user accounts (see Create a user account);
- resend the activation email for a new account (see Send an activation email);
- disable existing accounts (see Disable an account);
- modify the events a Standard user can access (see Manage other accounts);
- modify the functions and modules a user can access (see Manage other accounts);
- access the Activity log, where you can see who was logged in when, who exported data, etc.
Your account type also affects which events you can view and modify in the applications to which you have access. Admin users can view and modify all events of their organisation. Standard users can only view and modify the events selected under Events that this user can access (see Manage my account):
Account status
There are three possible account statuses, each with different implications:
- New: All newly created accounts have this status until the account owner clicks on the link in their account activation email – at which point the status automatically becomes Active. Until they activate their account, the user cannot log in.
- Active: The account has been activated and is ready for use. It will remain that way until an Admin user sets the status to Disabled.
- Disabled: The account has been deactivated by an Admin user. The account still exists, but the user can no longer log in. An Admin user can manually change the status back to Active to once again grant the user access.
NOTE: New is the only status which cannot be manually changed by an Admin user. Only the account owner can change the status from New to Active, by clicking the activation link.
Account and application permissions
The permissions options are different for organiser accounts and exhibitor accounts. For exhibitor accounts, there are relatively few options:
Selecting Visit Partner and/or Visit Connect grants the owner of the account access to the respective application(s). For Visit Partner, the functions available in the application itself can vary from event to event, depending on the organiser's settings in Visit.
For organiser accounts, there are more options:
The selected Applications options determine whether the user can log in to Visit and/or the Visit Intelligence app. The functions they can access within Visit depend on which items are selected for Account permissions. Bear in mind that some functions have prerequisites in terms of contract modules and/or other functions. Here is an overview of what each function does:
Option | Allows user to | Prerequisites |
---|---|---|
Set up Event | Create and modify events, forms, translations, registration types, look & feel, email templates, documents, shop items, action codes; add social media to forms; set up EventBox; set up Visit Partner | None |
Access Service Centre | View, add and import registrants; print vouchers; generate badges | None |
View Basic Intelligence | View Intelligence tab, Basic menu | None |
View Advanced Intelligence | View Intelligence tab, Advanced menu | Advanced Intelligence module active |
Verify | Verify registrations | Access Service Centre selected, Registration Verification module active |
Export data | Export visitors and partners from Service Centre | Access Service Centre selected, Export module active |
Send emails | Send emails; email vouchers | Access Service Centre selected, E-Mail Marketing module active |
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