This article walks you through the simple steps to invite team members and explains the permissions they will have based on their assigned roles in Lead Capture App
Adding your team members to the Lead Capture App allows them to collect leads on behalf of your booth during the event.
Steps to Add Users to Your Booth
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Log in to the Exhibitor Portal using the credentials provided by your event organizer.
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From the left-hand menu, click on "Users" under the Lead Capture section.
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On the Users screen, you’ll see a list of existing team members (if any).
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Click on the "Add User" button seen at top right of the screen.
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Enter the required details for each team member, including:
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Name
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Email address
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Role (Booth Admin or Booth Rep)
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Click "Save" to send the invitation.
Once added, each team member will receive an email invitation to set up their account and access the Lead Capture App.
User Roles & Permissions
🔒 Booth Admins:
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Can view, search, and export all leads captured by their booth team.
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Have access to lead forms, analytics, and team management tools.
🔒 Booth Reps:
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Can only view and export the leads they personally capture.
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Ideal for staff who are responsible for individual interactions at the booth.
Best Practices
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Assign at least one Booth Admin to manage the overall setup and reporting.
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Ensure all Booth Reps download and log in to the app before the event.
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Use role-based access to keep lead data organized and secure.
By properly configuring your team, you'll streamline lead collection and maximize your event success!