Skip to content
English
Customer portal
  • There are no suggestions because the search field is empty.

How to Manage Attendees in Organization Dashboard

Attendee Management provides a centralized directory of all participants across your entire organization, eliminating the need to navigate into individual events to find user data.

Purpose

This feature is designed for Organization Owners and Admins who need a "high-level" view of their audience. Use this to find specific attendees, track their activity across multiple events, or perform bulk updates without the manual labor of searching through separate event dashboards.

Step-by-Step Instructions

Accessing Attendee Management

To view your organization-wide list, log in to your organization dashboard. On the left-hand sidebar, click on Attendee Management located directly under the "Organization Events" section.

Navigating the Attendee List

The main dashboard displays every attendee who has registered or been pre-approved for any event within your organization.

  • Search & Filter: Use the search bar or filters to shortlist attendees based on specific events or custom parameters.

Viewing and Editing Attendee Details

To manage a specific individual:

  • View Details: Click the three dots (...) on the far right of the attendee’s row and select View. Here, you can see their profile information and a history of the events and sessions they attended.

  • Edit Details: To update information, click the three dots  and select Edit Attendee.

Using the Form Builder

If you need to collect specific data from your attendees:

  • Click the Form Builder button within the Attendee Management screen.

  • Manage Existing Forms: Click the Gear icon to edit form fields or the Pen icon to change form settings (such as status).
  • Create New: Use the "Create New" option to build a fresh registration or info-gathering form from scratch.

Adding Attendees (Single or Bulk)

  • Single Entry: Click the Add Attendee button at the top right and manually fill in their details.

  • Bulk Upload (Template): Click on Import -> Download Template. Choose between "Basic Attendee Details," "Event History," or "Session History" to get a pre-formatted Excel file (XLS/XLSX).

  • Bulk Upload (Import): Once your file is ready, click Upload File. You must map your file columns to the platform’s user fields.

What Happens After Setup

Once you have configured your attendee list or uploaded new data:

  • Organization Owners will see an updated, searchable database reflecting the latest imports.
  • Profiles will automatically sync across events, ensuring that if a user's details are updated at the Org level, they remain consistent everywhere.

Summary

  • Access: Log in to Organization > Attendee Management.
  • Find: Use filters to locate attendees across all events.
  • Manage: View activity history or edit profile details via the "three dots" menu.
  • Expand: Use the Form Builder to customize data collection.
  • Import: Download the template, fill it out, and upload attendees in batches with the "Upload Attendees" button.