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How can I view a portal as an Admin?
How can I view a portal as an Admin?
Updated over a week ago

As an admin user, to view what a portal will look like for a speaker, sponsor, or exhibitor, follow the below steps:

1. Create yourself as a contact

  1. Within the Contacts module, select the orange "Add" button at the top right-hand corner of the screen.
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  2. Select the "Add New Person" button in the pop-up window.
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  3. Add your first name, last name, and email address to create a new contact within your event.

    1. TIP: Use the email address you utilize to log into Sessionboard as an admin.

  4. Click "Save" once complete

2A. Create a session & assign your contact

Once you have created yourself as a contact within your event, you will need to assign your contact to a session as a speaker. View the linked articles below with instructions on how to create a session and assign a contact as a speaker.

2B. Create a group & assign your contact

Once you have created yourself as a contact within your event, you will need to assign your contact to a group. View the linked articles below with instructions on how to create an Exhibitor/Sponsor group and assign a contact.

Once you have completed the steps above, select 'My Portal' at the top of your admin dashboard to access your portal.

TIP: Ensure you are assigned to the correct portal that you want to preview. To check this, learn how custom portals are created.

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