Managing Your Venue's Users

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A user is anyone who can use Cvent. Before adding a user, you first need to define what they'll be able to see and do. There are two types of users unique to the Cvent Supplier Network:
Once a user has been added, those with User Management rights can update their settings, including changing their password and what RFPs they see.

Adding a User

1 Create a user role, if necessary. Every user must be assigned one (and only one) user role. This determines which features they can access within Cvent. By default, all accounts have one user role, Administrators, but you'll probably want to create more. After all, different users have different needs. Some may require all the bells and whistles to effectively manage RFPs, while others only have to glance at the occasional report.
 
NOTE: Only Account Administrators can create user roles.

Below are the user roles that could be pre-loaded into your account. If these options won't quite meet your needs or don't appear at all, simply create your own.
 
User-added image
 
NOTE: Already added the roles you need? Skip to the next step.

Begin by clicking Admin in the top right. Hover over Users and, under Manage, click User Roles.
 
Click Create User Role. Name the role. In the Application Areas section, choose which areas of Cvent the user role will have access to. This will determine which user permissions can be enabled for the user role. Click Next.

Determine if a user has no access, read-only (when applicable), or full access for each set of rights. Not sure what a particular dropdown is referencing? Hover over the blue question mark next to each one for more details.
 
User-added image
 
Click Next to advance. Once you're done, click Finish.

2 Create a property user. Hover over Users and, under Manage, click Users.  

To create a user that only requires access to one venue, Click Create Property User.

 
NOTE: If the new user needs to access two or more venues, skip to this step.

Click Add Venue. Select the chain and brand the venue belongs to, then click Next. Select the appropriate metro area, then check the box next to the venue you need, and click Finish.
 
User-added image

Choose whether you want the new user to be a lead catcher for the venue, then click Next.

Enter the user's email address in the Username field, then select the appropriate set of permissions in the User Role dropdown.
 
User-added image
 
Enter a first name, last name, and email address.

You can select which user groups this user is a member of by checking the boxes next to them.
 
Spare the user extra clicks by designating the page they see upon logging in. In the Defaults section, use the dropdowns to select the tab and page.
 
User-added image

Set the default time zone for this user.

Click Finish.

Or create an above property user. Hover over Users and, under Manage, click Users.
 
To create a user that has access to two or more venues, click Create Above Property User.

 
NOTE: Access to two or more venues is a paid feature. Contact your sales representative to learn more.

Enter the user's email address in the Username field, then select the appropriate set of permissions in the User Role dropdown.
 
User-added image
 
Enter a first name, last name, and email address.

You can select which user groups this user is a member of by checking the boxes next to them.
 
Spare the user extra clicks by designating the page they see upon logging in. In the Defaults section, use the dropdowns to select the tab and page.
 
User-added image

Set the default time zone for this user.

In the Documents section, choose whether the user can view documents in the account and whether all the documents the user uploads will be internal (in other words, not available for sharing outside the account).

Decide whether the user should have access to view all portals in your account.

Click Next.
 
Establish which email addresses will be available to them when sending email communications by checking the appropriate boxes. Click Next.

Click Add Venue Clusters, check the box next to the visibility group the user should be associated with and click Add. This way, the user will gain access to all the venues included in that visibility group.

 
User-added image

Once you're done, click Finish. The user will receive an automated email with their Cvent login information.

Copying a User
 
The Duplicate User button makes creating new users with similar access more efficient. When you select this button, you'll walk through the same steps of creating a new user, but the user role and venue visibility that you are copying will already be filled out for you.

1 Access the User Details page. Begin by clicking Admin in the top right. Hover over Users and, under Manage, click Users.
 
Click the name of the user you want to copy.
 
2 Copy the user. Click Duplicate User.
 
This will take you to the User Creation wizard. User Type, User Role, Company, Address, and the visible venues and services will be pre-populated. Adjust as necessary, clicking Next to advance through the wizard. Once you're done, click Finish.


Deleting a User
 
1 Access the User Details page. Begin by clicking Admin in the top right. Hover over Users and, under Manage, click Users.
 
Click the name of the user you want to remove.
 
2 Delete the user. Click Delete, then Confirm.


 

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