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 do. 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 another. After all, different users have different needs. Some may require all the bells and whistles to effectively manage your 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 Add the user. Hover over Users and, under Manage, click Users.
 
Click Create User.
 
Give them one less thing to remember and make the username their email address. Select the appropriate set of permissions in the User Role dropdown.
 
User-added image
 
Enter a first name, last name, and email address.
 
Spare the user extra clicks by designating the page they see upon logging in. In the User Preferences section, use the dropdowns to select the tab and page.
 
User-added image

Set the default time zone for this user.

Click Next.
 
Don't want this user seeing every RFP in your account? In the RFPs & RFIs section, make sure you switch "This user can view all RFPs in this account to No.
 
Click Next.
 
Establish which email addresses will be available to them when sending email communication by checking the appropriate boxes. Click Next.
 
Don't want this user seeing everything in your account? Make sure you add the venues and services that should be visible to them by clicking Add Chains, Brands, or Venues. From the dropdown, check the box next to the necessary chains. Clicking Add will make the entire chain visible. Clicking Next allows you to narrow it down further by Brand and Metro Area.
 
If you've selected individual venues, not an entire chain or brand, you can add this user as a lead catcher by clicking the Yes button in the Lead Catcher column. They will get an email notification every time this venue receives an RFP.

 
NOTE: You can also add lead catchers in the venue's profile.
 

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

Copying a User
 
The Copy User button makes creating new users with similar access more efficient. When you select the copy user button, you'll walk through the same three steps of creating a new user but the user role and venue visibility that you are copying will populate 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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A user is anyone who can use Cvent. Before adding a user, you first need to define what they'll be able to do. 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 another. After all, different users have different needs. Some may require all the bells and whistles to effectively manage your 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 Add the user. Hover over Users and, under Manage, click Users.
 
Click Create User.
 
Give them one less thing to remember and make the username their email address. Select the appropriate set of permissions in the User Role dropdown.
 
User-added image
 
Enter a first name, last name, and email address.
 
Spare the user extra clicks by designating the page they see upon logging in. In the User Preferences section, use the dropdowns to select the tab and page.
 
User-added image

Set the default time zone for this user.

Click Next.
 
Don't want this user seeing every RFP in your account? In the RFPs & RFIs section, make sure you switch "This user can view all RFPs in this account to No.
 
Click Next.
 
Establish which email addresses will be available to them when sending email communication by checking the appropriate boxes. Click Next.
 
Don't want this user seeing everything in your account? Make sure you add the venues and services that should be visible to them by clicking Add Chains, Brands, or Venues. From the dropdown, check the box next to the necessary chains. Clicking Add will make the entire chain visible. Clicking Next allows you to narrow it down further by Brand and Metro Area.
 
If you've selected individual venues, not an entire chain or brand, you can add this user as a lead catcher by clicking the Yes button in the Lead Catcher column. They will get an email notification every time this venue receives an RFP.

 
NOTE: You can also add lead catchers in the venue's profile.
 

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

Copying a User
 
The Copy User button makes creating new users with similar access more efficient. When you select the copy user button, you'll walk through the same three steps of creating a new user but the user role and venue visibility that you are copying will populate 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.


 

Did this article resolve your issue?

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What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

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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 do. 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 another. After all, different users have different needs. Some may require all the bells and whistles to effectively manage your 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 Add the user. Hover over Users and, under Manage, click Users.
 
Click Create User.
 
Give them one less thing to remember and make the username their email address. Select the appropriate set of permissions in the User Role dropdown.
 
User-added image
 
Enter a first name, last name, and email address.
 
Spare the user extra clicks by designating the page they see upon logging in. In the User Preferences section, use the dropdowns to select the tab and page.
 
User-added image

Set the default time zone for this user.

Click Next.
 
Don't want this user seeing every RFP in your account? In the RFPs & RFIs section, make sure you switch "This user can view all RFPs in this account to No.
 
Click Next.
 
Establish which email addresses will be available to them when sending email communication by checking the appropriate boxes. Click Next.
 
Don't want this user seeing everything in your account? Make sure you add the venues and services that should be visible to them by clicking Add Chains, Brands, or Venues. From the dropdown, check the box next to the necessary chains. Clicking Add will make the entire chain visible. Clicking Next allows you to narrow it down further by Brand and Metro Area.
 
If you've selected individual venues, not an entire chain or brand, you can add this user as a lead catcher by clicking the Yes button in the Lead Catcher column. They will get an email notification every time this venue receives an RFP.

 
NOTE: You can also add lead catchers in the venue's profile.
 

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

Copying a User
 
The Copy User button makes creating new users with similar access more efficient. When you select the copy user button, you'll walk through the same three steps of creating a new user but the user role and venue visibility that you are copying will populate 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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No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

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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 do. 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 another. After all, different users have different needs. Some may require all the bells and whistles to effectively manage your 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 Add the user. Hover over Users and, under Manage, click Users.
 
Click Create User.
 
Give them one less thing to remember and make the username their email address. Select the appropriate set of permissions in the User Role dropdown.
 
User-added image
 
Enter a first name, last name, and email address.
 
Spare the user extra clicks by designating the page they see upon logging in. In the User Preferences section, use the dropdowns to select the tab and page.
 
User-added image

Set the default time zone for this user.

Click Next.
 
Don't want this user seeing every RFP in your account? In the RFPs & RFIs section, make sure you switch "This user can view all RFPs in this account to No.
 
Click Next.
 
Establish which email addresses will be available to them when sending email communication by checking the appropriate boxes. Click Next.
 
Don't want this user seeing everything in your account? Make sure you add the venues and services that should be visible to them by clicking Add Chains, Brands, or Venues. From the dropdown, check the box next to the necessary chains. Clicking Add will make the entire chain visible. Clicking Next allows you to narrow it down further by Brand and Metro Area.
 
If you've selected individual venues, not an entire chain or brand, you can add this user as a lead catcher by clicking the Yes button in the Lead Catcher column. They will get an email notification every time this venue receives an RFP.

 
NOTE: You can also add lead catchers in the venue's profile.
 

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

Copying a User
 
The Copy User button makes creating new users with similar access more efficient. When you select the copy user button, you'll walk through the same three steps of creating a new user but the user role and venue visibility that you are copying will populate 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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Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

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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 do. 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 another. After all, different users have different needs. Some may require all the bells and whistles to effectively manage your 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 Add the user. Hover over Users and, under Manage, click Users.
 
Click Create User.
 
Give them one less thing to remember and make the username their email address. Select the appropriate set of permissions in the User Role dropdown.
 
User-added image
 
Enter a first name, last name, and email address.
 
Spare the user extra clicks by designating the page they see upon logging in. In the User Preferences section, use the dropdowns to select the tab and page.
 
User-added image

Set the default time zone for this user.

Click Next.
 
Don't want this user seeing every RFP in your account? In the RFPs & RFIs section, make sure you switch "This user can view all RFPs in this account to No.
 
Click Next.
 
Establish which email addresses will be available to them when sending email communication by checking the appropriate boxes. Click Next.
 
Don't want this user seeing everything in your account? Make sure you add the venues and services that should be visible to them by clicking Add Chains, Brands, or Venues. From the dropdown, check the box next to the necessary chains. Clicking Add will make the entire chain visible. Clicking Next allows you to narrow it down further by Brand and Metro Area.
 
If you've selected individual venues, not an entire chain or brand, you can add this user as a lead catcher by clicking the Yes button in the Lead Catcher column. They will get an email notification every time this venue receives an RFP.

 
NOTE: You can also add lead catchers in the venue's profile.
 

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

Copying a User
 
The Copy User button makes creating new users with similar access more efficient. When you select the copy user button, you'll walk through the same three steps of creating a new user but the user role and venue visibility that you are copying will populate 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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Did this article resolve your issue?

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Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

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We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

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Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
A user is anyone who can use Cvent. Before adding a user, you first need to define what they'll be able to do. 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 another. After all, different users have different needs. Some may require all the bells and whistles to effectively manage your 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 Add the user. Hover over Users and, under Manage, click Users.
 
Click Create User.
 
Give them one less thing to remember and make the username their email address. Select the appropriate set of permissions in the User Role dropdown.
 
User-added image
 
Enter a first name, last name, and email address.
 
Spare the user extra clicks by designating the page they see upon logging in. In the User Preferences section, use the dropdowns to select the tab and page.
 
User-added image

Set the default time zone for this user.

Click Next.
 
Don't want this user seeing every RFP in your account? In the RFPs & RFIs section, make sure you switch "This user can view all RFPs in this account to No.
 
Click Next.
 
Establish which email addresses will be available to them when sending email communication by checking the appropriate boxes. Click Next.
 
Don't want this user seeing everything in your account? Make sure you add the venues and services that should be visible to them by clicking Add Chains, Brands, or Venues. From the dropdown, check the box next to the necessary chains. Clicking Add will make the entire chain visible. Clicking Next allows you to narrow it down further by Brand and Metro Area.
 
If you've selected individual venues, not an entire chain or brand, you can add this user as a lead catcher by clicking the Yes button in the Lead Catcher column. They will get an email notification every time this venue receives an RFP.

 
NOTE: You can also add lead catchers in the venue's profile.
 

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

Copying a User
 
The Copy User button makes creating new users with similar access more efficient. When you select the copy user button, you'll walk through the same three steps of creating a new user but the user role and venue visibility that you are copying will populate 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.


 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.