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IMPORTANT:

  • Leaving the 'password' column blank in your import spreadsheet will automatically generate a password for each affected delegate. They will receive an email accompanying the welcome email that contains this password.

  • All passwords are encrypted, meaning you cannot view already set passwords, only update them.


Jump to:

Set passwords simply and securely

Set a unique password on behalf of each attendee

Set the same password for all attendees

Use a registration form to let delegates set their own passwords

Reset an attendee's password


Other helpful related articles:

Import Delegate Data in Bulk

Set Up a Registration Form

Customise System Emails

Customise Website Page Content

Troubleshoot data import problems



Option 1: The simplest way of setting passwords while staying secure

If you plan on importing delegate information, you can allow the system to automatically generate passwords for each account. Once the import is done, everyone will receive their welcome email, with an accompanying email containing their system-generated password.

  1. Prepare your spreadsheet for the import process by visiting this article. Create an extra 'password' column but leave it blank.

  2. By default, system emails are turned on. If you turned them off for your event, ensure you turn them back on otherwise the welcome email will not reach any attendees.

  3. Unless you have already done so, system emails will also need to be activated. This can be done by visiting the Content tab, clicking 'Emails' in the upper right menu then clicking the Blue 'Activate' button at the top of the page.
  4. Navigate to the Import tab, choosing 'Import attendees from file' on the right. Note you may not have to choose this if you have never imported data before.
  5. Upload the file, making sure to let the system automatically approve each organisation upon finishing the import.
  6. Optional) Before importing, you can contact us to enable magic links instead of generated passwords. Imported attendees will receive a link they can click to instantly access their account and change their password. If this sounds good to you, create a support ticket at the top of the page. 
  7. Click either of the blue buttons to start the import. Depending on the number of attendees you are importing, this process might take a while. While you wait, take a look at our other articles to find out what else you can do with your event website. 
  8. When the import finishes, go to the Attendees and Organisations tabs to check everyone arrived on the system in good shape. Everyone will receive two emails, one welcoming them to the event and another containing their password.

Option 2: Set your own unique password for each delegate

If you would rather set your own password for some or all attendees, you can do so either through the import process or upon registering them individually. 


Set passwords in the import process

  1. Prepare your spreadsheet for the import process by visiting this article. Create a 'password' column and enter the passwords for your selected attendees. Blank cells in this column will create an auto generated password (see Option 1 above).

  2. By default, system emails are turned on. If you turned them off for your event, ensure you turn them back on otherwise the welcome email will not reach any attendees.

  3. Unless you have already done so, system emails will also need to be activated. This can be done by visiting the Content tab, clicking 'Emails' in the upper right menu then clicking the Blue 'Activate' button at the top of the page.
  4. Navigate to the Import tab, choosing 'Import attendees from file' on the right. Note you may not have to choose this if you have never imported data before.
  5. Upload the file, making sure to let the system automatically approve each organisation upon finishing the import.
  6. To check whether the password(s) have applied, look for a small padlock next to the name of each attendee.
  7. Click either of the blue buttons, then wait for the upload to finish. Depending on the number of attendees, this may take a long time but should usually only take about a minute.
  8. When imported, you will need to use a third party email client to send the passwords to each attendee. Make sure while doing so that you send them to the right person.


Set password when adding an individual to the system

  1. If adding a new company, navigate to the Organisations tab and click the blue 'Add organisation' button. If adding a new attendee to an already existing company, click the company name, then 'Add attendee'.
  2. If adding a new company, choose a Group if prompted, then fill out the company information. Tick the 'Is solo' box if the attendee is by themselves.
  3. Fill out the required (bolded)fields first, along with any others that are needed.
  4. Type your desired password into the 'Password' field, then again into the 'Password again' field.
  5. Click the blue Save button at the bottom of the page when done.
  6. Complete any other prompts the system gives you if needed, including approving the company and adding more attendees.
  7. Once the company/attendee has been registered into the system and approved, they will receive their welcome email(s). It is now up to you to email them their passwords separately if they do not know them. To do this, you must use a third party email client, making sure you send the correct password to the correct person.

Option 3: Give all attendees the same password when importing [not recommended!]

Only do this if it is easiest and there is no other way to set passwords for all your attendees. Through this method, you can include the password in the welcome email that everyone receives upon approval.

  1. Prepare your spreadsheet for the import process by visiting this article. Create a 'password' column, entering your given password into the first field below. In most spreadsheet software, you can click the small blue square in the corner of the cell, dragging it down the page until it covers all attendee records. Doing so will copy that password into every selected cell.

  2. By default, system emails are turned on. If you turned them off for your event, ensure you turn them back on otherwise the welcome email will not reach any attendees.

  3. Unless you have already done so, system emails will also need to be activated. This can be done by visiting the Content tab, clicking 'Emails' in the upper right menu then clicking the Blue 'Activate' button at the top of the page.
  4. Before importing, you'll need to change the system email text to include the given password. Scroll down and find the template with the unique name 'approval'.
  5. Add a note mentioning the password anywhere in the email, preferably under the 'Your User ID is:' part. Click Save when done.
  6. Navigate to the Import tab, choosing 'Import attendees from file' on the right. Note you may not have to choose this if you have never imported data before.
  7. Upload the file, making sure to let the system automatically approve each organisation upon finishing the import.
  8. To check whether the password has applied, look for a small padlock next to the name of each attendee.
  9. Click either of the blue buttons and wait for the import to finish. If you have many attendees this may take a while, so check out our other articles to see what else you can do with your event in the meantime.
  10. Once imported, check the Attendees and Organisations tabs for the names of each attendee and company you imported.


Registration forms

Alternatively, you can allow attendees to enter their own information through a registration form using a link you provide. Passwords entered through this form cannot be overridden by the system or viewed by event managers, only updated if needed. Learn about how to use a registration form in your event by visiting this article.


Reset a password

Attendees can manually request a new password (or magic log in link if chosen by the event manager) by clicking the 'Forgot your password?' link on your event's log in page. Even if you have turned off system emails, this request will still be received.


You can also include an extra link for attendees to reset their password on the homepage. To do so:

  1. Navigate to the Content tab then click 'Partnering home' under the Homepage heading (If you changed this name it may appear differently).
  2. Click the insert hyperlink button in the HTML editor. 
  3. In the 'URL' field, copy in this exact text:
    /request_password
  4. In the text field, enter something similar to 'Login problems? Click here to request a new password.'
  5. Click the blue Save button when done.


If a delegate calls or emails to say that they are still unable to get into the system:

  1. First check they are using the correct username. This is their email address, which is displayed in their entry on the Attendees tab.

  2. Change their password on their Attendee edit page. Click 'Edit' in their entry, enter a new password, confirm the password and then click Save. Check that it works by logging into their account on the frontend.

  3. Inform the delegate of their new password.