Meeting Manager: Manage the Users Database

This article will explain how to add, delete and edit users in the database, and how to reset a user’s password.

To access the users database, click on the Users icon in the vertical menu panel of your dashboard. The users page opens:

The page contains two tabs: Users and Participant roles.

Users

Add Users

1. Click on the  button in the top right corner of the Users Database page. The following window pops up:

2. Fill in the user’s details (ID, first name, last name, badge ID, organization rights, email) and click on . The user has been added in the database.

👉 Fake email addresses should not be used when onboarding new users as they will be treated as spam. In case fake emails are required, use “@email.com”, but no other domain names.

👉 The badge ID is a unique ID number that needs to be entered in the same format as the badge, e.g. “12345ab”.

💡 Do you need to enter a lot of badge IDs and want to save time? You can use a keyboard emulation tool such as Keyboard Wedge. Download the tool here, unzip the file and install the program. Then run it in combination with a badge reader: just put the badge on the reader, and the program will automatically translate the badge ID into keybard strokes as if he data were typed in the computer with a real keyboard.

3. The users will receive an invitation email asking them to register to the Confero Platform.

4. Check the colored indicators in the database to get information about the registration status of the users:

	Onboarding failed: the invitation email could not be sent.
	Onboarding email sent: the user hasn’t registered yet to the Confero Platform.
	Onboarding email sent: the user has registered to the Confero Platform.

Edit Users’ Details

1. To edit a user’s details, search for their name in the list or via the search bar. Then click on the More icon and select Edit. The following window pops up:

2. Edit the user’s details and click on to confirm.

👉 It is not possible to change the email address of a user. In case the user wants to use a new email address, it is necessary to create a new user profile and delete the old one. The old voting results will stay unchanged and will be available in the meeting reports, but the new voting sessions will be registered to the new user.

Delete Users

1. To remove a user from the database, search for their names in the list or via the search bar. Then click on the More icon and select Remove. You can also remove several users at the same time by ticking the checkbox next to their names and clicking on in the top right corner of the page. The following window pops up:

2. Click on again to confirm. The user(s) have been deleted.

👉 It is not possible to delete your own user account.

Reset Users’ Passwords

1. To reset a user’s password, search for their names in the list or via the search bar. Then click on the More icon and select Send link to reset password.

2. The user will receive a notification email with a link to reset their password. Note that this link will expire after 60 minutes.

Participant Roles (Requires CRP 7.4)

Click on the Participant roles tab. The following page opens:

There are four types of users. By default, they are named as follows:

• Delegate with voting rights only.
• Chairperson with voting rights and meeting controls over the microphones of the participants, agenda and voting.
• Guest with no voting nor control rights.
• Operator with meeting controls over the microphones of the participants, agenda and voting, but no voting rights.

The types of participants will be assigned later on when creating meeting templates and preparing meetings. It means that users can have different roles in different meetings: for instance, one can be a delegate in Meeting A, a chairperson in Meeting B, a guest in Meeting C, etc.

Edit User Types Names

1. In the Participant roles tab, click on the button  yo change the user types names. The following window pops up:

2. Enter the names you want to be displayed for each user.

3. Click on to confirm. The changes have been saved.

👉 It is not possible to edit the rights of the participant types, only the names can be changed.