Managing Event 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 events they see. If you need to, you can remove users who no longer need access to your account.

 
NOTE: Want to test out this feature before making changes within your account? Use this interactive module.

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 events, while others only have to glance at the occasional report.
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.
NOTE: Don't see this section? Ask your administrator to give you full access to User Management in Admin > Users > Manage > User Roles.
 
Click Create User Role. Name the role. In the Application Areas section, choose which areas 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 access (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. Click Next to advance.

 
User-added image

Once you're done, click Finish.

2 Create a user group, if necessary. User groups are an efficient way of adjusting who can see what events.

 
NOTE: User groups are optional. If there won't be a lot of users in your account or each one will require unique visibility settings, skip to the next step.

Hover over Users and, under Manage, click User Groups.
 
Hover over Create, and click Account User Group. Name the user group and choose what existing items will be visible to any associated users.
 
Click Save, then Close.


3 Add a user. Hover over Users and, under Manage, click Users.
 
Click Create User.

 
NOTE: Did you reach the limit for adding users? Call your account manager to add more.

Specify what type of user this will be in the first dropdown. Your choices include:
 
  • Account Users are the only users who can log into Cvent. Their access is determined by their user role.
  • Report Users only have access to parked reports.
  • Test Users only have access to testing scenarios. They do not require user roles or count towards the total users for your account.
  • Portal Users only have access to password-protected portals where dashboards and reports are shared.
  • Request Users only have access to meeting request websites, where they can fill out forms, check request statuses, view internal calendars, or peruse posted info.
  • No Login User can only be assigned event roles and receive emails.
 
NOTE: Portal users and report users cannot be enabled within the account at the same time. You can only have one or the other.

Your choice will affect what information is required. For example, only a username, password, email address, and their name are needed­­ when adding a test user. The remainder of this step walks you through adding an account 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.

If applicable, select the user groups they should be associated to.
 
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 events this user creates by clicking the ellipsis (...) at the end of the time zone field. 
 
Click Next.

Establish which contact groups will be available to them by checking the appropriate boxes. Don't want this user seeing every survey in your account? In the Events section, make sure you switch "This user can view all events in this account" to No.

Click Next.

Establish which email addresses will be available to them by checking the appropriate boxes.
 
Click Finish.

 
NOTE: Need to delete a user? Check out this article instead.

Resetting Passwords

1 Access the User Details page. Although all users can reset their own password, there are times when you might have to do it for them.
Click Admin in the top right. Hover over Users and, under Manage, click Users.

2 Create a temporary password. Hover over the User-added image to the right of the user, and click Change Password....
 
Enter a temporary password and click Save.

 
NOTE: For security's sake, ensure the user changes their password after logging in.

Editing Existing Users

1 Access the User Details page.
Click Admin in the top right. Hover over Users and, under Manage, click Users.

Hover over the User-added image to the right of the user, and click Edit.
NOTE: Don't see this section? Ask your administrator to give you full access to User Management in Admin > Users > Manage > User Roles.
 
2 Update their information and settings. Here you can update their basic information, such as the user role assigned, personal and contact information, and which user group they are a part of. To edit their visibility settings, access settings, or test profile, select the appropriate tab, and update the information.

Don't forget to Save any changes.
 
3 Edit user role permissions. If you need to update their permissions, you'll need to edit the access settings with their user role.
 
NOTE: Changes made to the user role will update across all users who have been assigned this role.
 
Hover over Users and, under Manage, click User Roles. Hover over the User-added image to the right of the user role you want to update, and click Edit Permissions. Make all of the necessary updates to permissions, making sure to Save all of your updates.
 

 

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  • 1
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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 events they see. If you need to, you can remove users who no longer need access to your account.

 
NOTE: Want to test out this feature before making changes within your account? Use this interactive module.

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 events, while others only have to glance at the occasional report.
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.
NOTE: Don't see this section? Ask your administrator to give you full access to User Management in Admin > Users > Manage > User Roles.
 
Click Create User Role. Name the role. In the Application Areas section, choose which areas 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 access (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. Click Next to advance.

 
User-added image

Once you're done, click Finish.

2 Create a user group, if necessary. User groups are an efficient way of adjusting who can see what events.

 
NOTE: User groups are optional. If there won't be a lot of users in your account or each one will require unique visibility settings, skip to the next step.

Hover over Users and, under Manage, click User Groups.
 
Hover over Create, and click Account User Group. Name the user group and choose what existing items will be visible to any associated users.
 
Click Save, then Close.


3 Add a user. Hover over Users and, under Manage, click Users.
 
Click Create User.

 
NOTE: Did you reach the limit for adding users? Call your account manager to add more.

Specify what type of user this will be in the first dropdown. Your choices include:
 
  • Account Users are the only users who can log into Cvent. Their access is determined by their user role.
  • Report Users only have access to parked reports.
  • Test Users only have access to testing scenarios. They do not require user roles or count towards the total users for your account.
  • Portal Users only have access to password-protected portals where dashboards and reports are shared.
  • Request Users only have access to meeting request websites, where they can fill out forms, check request statuses, view internal calendars, or peruse posted info.
  • No Login User can only be assigned event roles and receive emails.
 
NOTE: Portal users and report users cannot be enabled within the account at the same time. You can only have one or the other.

Your choice will affect what information is required. For example, only a username, password, email address, and their name are needed­­ when adding a test user. The remainder of this step walks you through adding an account 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.

If applicable, select the user groups they should be associated to.
 
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 events this user creates by clicking the ellipsis (...) at the end of the time zone field. 
 
Click Next.

Establish which contact groups will be available to them by checking the appropriate boxes. Don't want this user seeing every survey in your account? In the Events section, make sure you switch "This user can view all events in this account" to No.

Click Next.

Establish which email addresses will be available to them by checking the appropriate boxes.
 
Click Finish.

 
NOTE: Need to delete a user? Check out this article instead.

Resetting Passwords

1 Access the User Details page. Although all users can reset their own password, there are times when you might have to do it for them.
Click Admin in the top right. Hover over Users and, under Manage, click Users.

2 Create a temporary password. Hover over the User-added image to the right of the user, and click Change Password....
 
Enter a temporary password and click Save.

 
NOTE: For security's sake, ensure the user changes their password after logging in.

Editing Existing Users

1 Access the User Details page.
Click Admin in the top right. Hover over Users and, under Manage, click Users.

Hover over the User-added image to the right of the user, and click Edit.
NOTE: Don't see this section? Ask your administrator to give you full access to User Management in Admin > Users > Manage > User Roles.
 
2 Update their information and settings. Here you can update their basic information, such as the user role assigned, personal and contact information, and which user group they are a part of. To edit their visibility settings, access settings, or test profile, select the appropriate tab, and update the information.

Don't forget to Save any changes.
 
3 Edit user role permissions. If you need to update their permissions, you'll need to edit the access settings with their user role.
 
NOTE: Changes made to the user role will update across all users who have been assigned this role.
 
Hover over Users and, under Manage, click User Roles. Hover over the User-added image to the right of the user role you want to update, and click Edit Permissions. Make all of the necessary updates to permissions, making sure to Save all of your updates.
 

 

Did this article resolve your issue?

Yes
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What can we do to make this article better?

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
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  • 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 events they see. If you need to, you can remove users who no longer need access to your account.

 
NOTE: Want to test out this feature before making changes within your account? Use this interactive module.

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 events, while others only have to glance at the occasional report.
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.
NOTE: Don't see this section? Ask your administrator to give you full access to User Management in Admin > Users > Manage > User Roles.
 
Click Create User Role. Name the role. In the Application Areas section, choose which areas 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 access (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. Click Next to advance.

 
User-added image

Once you're done, click Finish.

2 Create a user group, if necessary. User groups are an efficient way of adjusting who can see what events.

 
NOTE: User groups are optional. If there won't be a lot of users in your account or each one will require unique visibility settings, skip to the next step.

Hover over Users and, under Manage, click User Groups.
 
Hover over Create, and click Account User Group. Name the user group and choose what existing items will be visible to any associated users.
 
Click Save, then Close.


3 Add a user. Hover over Users and, under Manage, click Users.
 
Click Create User.

 
NOTE: Did you reach the limit for adding users? Call your account manager to add more.

Specify what type of user this will be in the first dropdown. Your choices include:
 
  • Account Users are the only users who can log into Cvent. Their access is determined by their user role.
  • Report Users only have access to parked reports.
  • Test Users only have access to testing scenarios. They do not require user roles or count towards the total users for your account.
  • Portal Users only have access to password-protected portals where dashboards and reports are shared.
  • Request Users only have access to meeting request websites, where they can fill out forms, check request statuses, view internal calendars, or peruse posted info.
  • No Login User can only be assigned event roles and receive emails.
 
NOTE: Portal users and report users cannot be enabled within the account at the same time. You can only have one or the other.

Your choice will affect what information is required. For example, only a username, password, email address, and their name are needed­­ when adding a test user. The remainder of this step walks you through adding an account 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.

If applicable, select the user groups they should be associated to.
 
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 events this user creates by clicking the ellipsis (...) at the end of the time zone field. 
 
Click Next.

Establish which contact groups will be available to them by checking the appropriate boxes. Don't want this user seeing every survey in your account? In the Events section, make sure you switch "This user can view all events in this account" to No.

Click Next.

Establish which email addresses will be available to them by checking the appropriate boxes.
 
Click Finish.

 
NOTE: Need to delete a user? Check out this article instead.

Resetting Passwords

1 Access the User Details page. Although all users can reset their own password, there are times when you might have to do it for them.
Click Admin in the top right. Hover over Users and, under Manage, click Users.

2 Create a temporary password. Hover over the User-added image to the right of the user, and click Change Password....
 
Enter a temporary password and click Save.

 
NOTE: For security's sake, ensure the user changes their password after logging in.

Editing Existing Users

1 Access the User Details page.
Click Admin in the top right. Hover over Users and, under Manage, click Users.

Hover over the User-added image to the right of the user, and click Edit.
NOTE: Don't see this section? Ask your administrator to give you full access to User Management in Admin > Users > Manage > User Roles.
 
2 Update their information and settings. Here you can update their basic information, such as the user role assigned, personal and contact information, and which user group they are a part of. To edit their visibility settings, access settings, or test profile, select the appropriate tab, and update the information.

Don't forget to Save any changes.
 
3 Edit user role permissions. If you need to update their permissions, you'll need to edit the access settings with their user role.
 
NOTE: Changes made to the user role will update across all users who have been assigned this role.
 
Hover over Users and, under Manage, click User Roles. Hover over the User-added image to the right of the user role you want to update, and click Edit Permissions. Make all of the necessary updates to permissions, making sure to Save all of your updates.
 

 

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
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  • 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 events they see. If you need to, you can remove users who no longer need access to your account.

 
NOTE: Want to test out this feature before making changes within your account? Use this interactive module.

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 events, while others only have to glance at the occasional report.
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.
NOTE: Don't see this section? Ask your administrator to give you full access to User Management in Admin > Users > Manage > User Roles.
 
Click Create User Role. Name the role. In the Application Areas section, choose which areas 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 access (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. Click Next to advance.

 
User-added image

Once you're done, click Finish.

2 Create a user group, if necessary. User groups are an efficient way of adjusting who can see what events.

 
NOTE: User groups are optional. If there won't be a lot of users in your account or each one will require unique visibility settings, skip to the next step.

Hover over Users and, under Manage, click User Groups.
 
Hover over Create, and click Account User Group. Name the user group and choose what existing items will be visible to any associated users.
 
Click Save, then Close.


3 Add a user. Hover over Users and, under Manage, click Users.
 
Click Create User.

 
NOTE: Did you reach the limit for adding users? Call your account manager to add more.

Specify what type of user this will be in the first dropdown. Your choices include:
 
  • Account Users are the only users who can log into Cvent. Their access is determined by their user role.
  • Report Users only have access to parked reports.
  • Test Users only have access to testing scenarios. They do not require user roles or count towards the total users for your account.
  • Portal Users only have access to password-protected portals where dashboards and reports are shared.
  • Request Users only have access to meeting request websites, where they can fill out forms, check request statuses, view internal calendars, or peruse posted info.
  • No Login User can only be assigned event roles and receive emails.
 
NOTE: Portal users and report users cannot be enabled within the account at the same time. You can only have one or the other.

Your choice will affect what information is required. For example, only a username, password, email address, and their name are needed­­ when adding a test user. The remainder of this step walks you through adding an account 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.

If applicable, select the user groups they should be associated to.
 
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 events this user creates by clicking the ellipsis (...) at the end of the time zone field. 
 
Click Next.

Establish which contact groups will be available to them by checking the appropriate boxes. Don't want this user seeing every survey in your account? In the Events section, make sure you switch "This user can view all events in this account" to No.

Click Next.

Establish which email addresses will be available to them by checking the appropriate boxes.
 
Click Finish.

 
NOTE: Need to delete a user? Check out this article instead.

Resetting Passwords

1 Access the User Details page. Although all users can reset their own password, there are times when you might have to do it for them.
Click Admin in the top right. Hover over Users and, under Manage, click Users.

2 Create a temporary password. Hover over the User-added image to the right of the user, and click Change Password....
 
Enter a temporary password and click Save.

 
NOTE: For security's sake, ensure the user changes their password after logging in.

Editing Existing Users

1 Access the User Details page.
Click Admin in the top right. Hover over Users and, under Manage, click Users.

Hover over the User-added image to the right of the user, and click Edit.
NOTE: Don't see this section? Ask your administrator to give you full access to User Management in Admin > Users > Manage > User Roles.
 
2 Update their information and settings. Here you can update their basic information, such as the user role assigned, personal and contact information, and which user group they are a part of. To edit their visibility settings, access settings, or test profile, select the appropriate tab, and update the information.

Don't forget to Save any changes.
 
3 Edit user role permissions. If you need to update their permissions, you'll need to edit the access settings with their user role.
 
NOTE: Changes made to the user role will update across all users who have been assigned this role.
 
Hover over Users and, under Manage, click User Roles. Hover over the User-added image to the right of the user role you want to update, and click Edit Permissions. Make all of the necessary updates to permissions, making sure to Save all of your updates.
 

 

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?

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 events they see. If you need to, you can remove users who no longer need access to your account.

 
NOTE: Want to test out this feature before making changes within your account? Use this interactive module.

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 events, while others only have to glance at the occasional report.
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.
NOTE: Don't see this section? Ask your administrator to give you full access to User Management in Admin > Users > Manage > User Roles.
 
Click Create User Role. Name the role. In the Application Areas section, choose which areas 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 access (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. Click Next to advance.

 
User-added image

Once you're done, click Finish.

2 Create a user group, if necessary. User groups are an efficient way of adjusting who can see what events.

 
NOTE: User groups are optional. If there won't be a lot of users in your account or each one will require unique visibility settings, skip to the next step.

Hover over Users and, under Manage, click User Groups.
 
Hover over Create, and click Account User Group. Name the user group and choose what existing items will be visible to any associated users.
 
Click Save, then Close.


3 Add a user. Hover over Users and, under Manage, click Users.
 
Click Create User.

 
NOTE: Did you reach the limit for adding users? Call your account manager to add more.

Specify what type of user this will be in the first dropdown. Your choices include:
 
  • Account Users are the only users who can log into Cvent. Their access is determined by their user role.
  • Report Users only have access to parked reports.
  • Test Users only have access to testing scenarios. They do not require user roles or count towards the total users for your account.
  • Portal Users only have access to password-protected portals where dashboards and reports are shared.
  • Request Users only have access to meeting request websites, where they can fill out forms, check request statuses, view internal calendars, or peruse posted info.
  • No Login User can only be assigned event roles and receive emails.
 
NOTE: Portal users and report users cannot be enabled within the account at the same time. You can only have one or the other.

Your choice will affect what information is required. For example, only a username, password, email address, and their name are needed­­ when adding a test user. The remainder of this step walks you through adding an account 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.

If applicable, select the user groups they should be associated to.
 
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 events this user creates by clicking the ellipsis (...) at the end of the time zone field. 
 
Click Next.

Establish which contact groups will be available to them by checking the appropriate boxes. Don't want this user seeing every survey in your account? In the Events section, make sure you switch "This user can view all events in this account" to No.

Click Next.

Establish which email addresses will be available to them by checking the appropriate boxes.
 
Click Finish.

 
NOTE: Need to delete a user? Check out this article instead.

Resetting Passwords

1 Access the User Details page. Although all users can reset their own password, there are times when you might have to do it for them.
Click Admin in the top right. Hover over Users and, under Manage, click Users.

2 Create a temporary password. Hover over the User-added image to the right of the user, and click Change Password....
 
Enter a temporary password and click Save.

 
NOTE: For security's sake, ensure the user changes their password after logging in.

Editing Existing Users

1 Access the User Details page.
Click Admin in the top right. Hover over Users and, under Manage, click Users.

Hover over the User-added image to the right of the user, and click Edit.
NOTE: Don't see this section? Ask your administrator to give you full access to User Management in Admin > Users > Manage > User Roles.
 
2 Update their information and settings. Here you can update their basic information, such as the user role assigned, personal and contact information, and which user group they are a part of. To edit their visibility settings, access settings, or test profile, select the appropriate tab, and update the information.

Don't forget to Save any changes.
 
3 Edit user role permissions. If you need to update their permissions, you'll need to edit the access settings with their user role.
 
NOTE: Changes made to the user role will update across all users who have been assigned this role.
 
Hover over Users and, under Manage, click User Roles. Hover over the User-added image to the right of the user role you want to update, and click Edit Permissions. Make all of the necessary updates to permissions, making sure to Save all of your updates.
 

 

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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?


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Did this article resolve your issue?


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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?

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 events they see. If you need to, you can remove users who no longer need access to your account.

 
NOTE: Want to test out this feature before making changes within your account? Use this interactive module.

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 events, while others only have to glance at the occasional report.
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.
NOTE: Don't see this section? Ask your administrator to give you full access to User Management in Admin > Users > Manage > User Roles.
 
Click Create User Role. Name the role. In the Application Areas section, choose which areas 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 access (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. Click Next to advance.

 
User-added image

Once you're done, click Finish.

2 Create a user group, if necessary. User groups are an efficient way of adjusting who can see what events.

 
NOTE: User groups are optional. If there won't be a lot of users in your account or each one will require unique visibility settings, skip to the next step.

Hover over Users and, under Manage, click User Groups.
 
Hover over Create, and click Account User Group. Name the user group and choose what existing items will be visible to any associated users.
 
Click Save, then Close.


3 Add a user. Hover over Users and, under Manage, click Users.
 
Click Create User.

 
NOTE: Did you reach the limit for adding users? Call your account manager to add more.

Specify what type of user this will be in the first dropdown. Your choices include:
 
  • Account Users are the only users who can log into Cvent. Their access is determined by their user role.
  • Report Users only have access to parked reports.
  • Test Users only have access to testing scenarios. They do not require user roles or count towards the total users for your account.
  • Portal Users only have access to password-protected portals where dashboards and reports are shared.
  • Request Users only have access to meeting request websites, where they can fill out forms, check request statuses, view internal calendars, or peruse posted info.
  • No Login User can only be assigned event roles and receive emails.
 
NOTE: Portal users and report users cannot be enabled within the account at the same time. You can only have one or the other.

Your choice will affect what information is required. For example, only a username, password, email address, and their name are needed­­ when adding a test user. The remainder of this step walks you through adding an account 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.

If applicable, select the user groups they should be associated to.
 
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 events this user creates by clicking the ellipsis (...) at the end of the time zone field. 
 
Click Next.

Establish which contact groups will be available to them by checking the appropriate boxes. Don't want this user seeing every survey in your account? In the Events section, make sure you switch "This user can view all events in this account" to No.

Click Next.

Establish which email addresses will be available to them by checking the appropriate boxes.
 
Click Finish.

 
NOTE: Need to delete a user? Check out this article instead.

Resetting Passwords

1 Access the User Details page. Although all users can reset their own password, there are times when you might have to do it for them.
Click Admin in the top right. Hover over Users and, under Manage, click Users.

2 Create a temporary password. Hover over the User-added image to the right of the user, and click Change Password....
 
Enter a temporary password and click Save.

 
NOTE: For security's sake, ensure the user changes their password after logging in.

Editing Existing Users

1 Access the User Details page.
Click Admin in the top right. Hover over Users and, under Manage, click Users.

Hover over the User-added image to the right of the user, and click Edit.
NOTE: Don't see this section? Ask your administrator to give you full access to User Management in Admin > Users > Manage > User Roles.
 
2 Update their information and settings. Here you can update their basic information, such as the user role assigned, personal and contact information, and which user group they are a part of. To edit their visibility settings, access settings, or test profile, select the appropriate tab, and update the information.

Don't forget to Save any changes.
 
3 Edit user role permissions. If you need to update their permissions, you'll need to edit the access settings with their user role.
 
NOTE: Changes made to the user role will update across all users who have been assigned this role.
 
Hover over Users and, under Manage, click User Roles. Hover over the User-added image to the right of the user role you want to update, and click Edit Permissions. Make all of the necessary updates to permissions, making sure to Save all of your updates.
 

 

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