Adding Onsite Staff and Licenses with Universal LeadCapture

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Use Exhibitor Management to add your company as an exhibitor, add Exhibitor Admins and Onsite Staff, and assign LeadCapture licenses.

Adding Exhibitor Admins and Onsite Staff

NOTE: Have a lot of Admins or Onsite Staff that will be managing or attending your event? Consider importing them instead.


1 Access the Exhibitor Management portal. If you're an Event Management user, select your Flex event. Hover over Website & Registration and, under Onsite, click Exhibitor Management.

If you're using standalone OnArrival, go to Onsite Solutions and log in to your account. Click the name of your event, then click Exhibitors from the options that appear on the left.

2 Add your company as an exhibitor. For Universal LeadCapture, you'll need to add your company as the exhibitor. Follow these steps to do so.

3 Add additional Exhibitor Admins, if necessary. One Exhibitor Admin will already be created when you add your company as an exhibitor.


To add additional Exhibitor Admins, click View next to the company you want to add Exhibitor Admins to. The Overview tab opens by default. Click the tab to the right, Staff, then click +Add staff. Click Add new admin.

 

Add New Admin 


Enter the Admin's first name, last name, and email, then click Add Admin to continue adding individuals.

When you're finished, click Send invitations.
 

Send Invitations 


An email will be sent to the Exhibitor Admins to access the Exhibitor Portal.

4 Add your onsite staff. Now that you've added your company as an exhibitor and determined your Exhibitor Admins, next you'll add your onsite staff.


From the Exhibitors tab, click View to the right of your company name.
 
View Exhibitor

The Overview tab opens by default. Click the tab to the right, Staff, then click +Add staff. Click Search for onsite staff.
 
Search for onsite staff

You should see the list of onsite staff that you registered for your Universal LeadCapture event. Check the boxes next to the onsite staff members you want to add. Then click Add _ Onsite Staff.
 

Assigning Licenses to Onsite Staff
Your staff won't have access to the LeadCapture app until you assign them a license.

1 Access the Exhibitor Management portal. If you're an Event Management user, select your Flex event. Hover over Website & Registration and, under Onsite, click Exhibitor Management.

If you're using standalone OnArrival, go to Onsite Solutions and log in to your account. Click the name of your event, then click Exhibitors from the options that appear on the left.

2 Access your available licenses. From the Exhibitors tab, click View to the right of your company name. The Overview tab opens by default. Click the tab to the right, Licensing.

Your list of available licenses will appear. Next to one of the licenses, click Options, then Assign License.

 
Click Assign License

 
3 Assign licenses. A list of your onsite staff will appear. Click the radio button next to the individual you want to assign the license to, then click Assign. They'll receive an email with their access code to log in to the LeadCapture app.

 

Click Assign


Repeat these steps for each individual you need to assign licenses to. Then, follow these steps to configure lead qualification settings.

4 Add additional licenses, if necessary. From within the Licensing tab, click Add licenses.

 
Add Licenses


Allocate licenses depending on whether you'll be bringing your own device or renting. When you're finished, click Allocate _ licenses.
 
User-added image

Once you're done, repeat Step 3 to assign the licenses to your Onsite Staff.
 

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