Adding and Adjusting a Management User Profile

Management User Profile Adjustments

If you need to add a new Management User or make changes to an existing Management User profile (like adjusting assignments, or editing an email), you can do so easily. Keep in mind that whether you are able to make edits or changes to a management profile will depend on your role and permissions in the system.

If you are adding a new user into the system, follow the below. 

Head to the Management User Index, from either your Global or Client page.

On the top right of the page, you will see a button to Add User - click this.

This will take you to the initial form for creating a user. Begin by selecting a Role, then fill out the details and click Save. If your organization uses a particular naming convention for logins, it is helpful to keep that consistent. By default, we tend to create users in the first initial followed by last name format - i.e., Jane Smith = jsmith. Additionally, the password you enter will be a placeholder; a password reset can be initiated by the user, or by you from the portal.

Once you’ve hit Save, you’ll be taken to the full user profile screen.

The first section of the page covers Personal Details. This includes Name, Email, Phone, Role, Login, and Active Status.

The following section is the assignments. This is where you will be able to adjust your client, program, and market assignments. Ability to adjust your own and others’ assignments is permissions based and may not be available to all users. To adjust any assignments, expand the dropdown menu and select the checkbox next to the name to select or deselect the assignment.

You will also see a section to the Link Calendar feature. This is an optional feature, and if you are not using, you can simply save the profile at this point.

The link calendar feature will allow you to copy an iCal link and embed your MainEvent Calendar in the calendar program of your choice (Google Calendar, Outlook, Confluence, etc.). You can make your own decisions about what Clients, Programs, and Markets you wish to export.

Select what portions of your calendar you wish to include in the link by clicking on the drop down lists and selecting or deselecting the checkbox.

Once you have selected all the Clients, Programs, and Markets that you want included in your link, click Generate.

The page will load with a new button displaying. Click Copy Feed URL.

This will copy the system generated iCal link to your clipboard. You will now be able to use that URL to embed into the calendar program of your choice following their instructions. Please note, all external calendar feeds will have an internal refresh time frame (ie. Google Calendar is once per 24hr) so changes made in the system may not be immediately visible on external calendars. Please check your MainEvent calendar for the most current display of event information.

If you wish to remove the link from your profile, click Deactivate. This will not remove the link from your external calendar. It will only remove the link settings from your profile and discontinue the feed to your calendar. The link itself will remain embedded in the calendar program until you remove it.

That’s it! If you’ve made all the changes you need to your profile, click Save. If you want to get out of here without making any changes, click Cancel.

Once you have saved or clicked cancel, you will move to the Management User Index.

You can either recommend your new user navigate to your site to use the Lost Password feature to set a new password, or you can send them a password reset via the drop down menu on their row in the index:

However, if you are looking to adjust a current profile in the system, follow these steps:

Head to the Management User Index, from either your Global or Client page.

You can search or filter to get to the specific user you wish to view. Once you’ve found the user, use the dropdown arrow on the far right of the row to select Edit.

The first section of the page covers Personal Details. This includes Name, Email, Phone, Role, Login, and Active Status.

The following section is the assignments. This is where you will be able to adjust your client, program, and market assignments. Ability to adjust your own and others’ assignments is permissions based and may not be available to all users. To adjust any assignments, expand the dropdown menu and select the checkbox next to the name to select or deselect the assignment.

You will also see a section to the Link Calendar feature. This will allow you to copy an iCal link and embed your MainEvent Calendar in the calendar program of your choice (Google Calendar, Outlook, Confluence, etc.). You can make your own decisions about what Clients, Programs, and Markets you wish to export. This is an optional feature.

Select what portions of your calendar you wish to include in the link by clicking on the drop down lists and selecting or deselecting the checkbox.

Once you have selected all the Clients, Programs, and Markets that you want included in your link, click Generate.

The page will load with a new button displaying. Click Copy Feed URL.

This will copy the system generated iCal link to your clipboard. You will now be able to use that URL to embed into the calendar program of your choice following their instructions. Please note, all external calendar feeds will have an internal refresh time frame (ie. Google Calendar is once per 24hr) so changes made in the system may not be immediately visible on external calendars. Please check your MainEvent calendar for the most current display of event information.

If you wish to remove the link from your profile, click Deactivate. This will not remove the link from your external calendar. It will only remove the link settings from your profile and discontinue the feed to your calendar. The link itself will remain embedded in the calendar program until you remove it.

That’s it! If you’ve made all the changes you need to your profile, click Save. If you want to get out of here without making any changes, click Cancel.

Once you have saved or clicked cancel, you will move to the Management User Index. From here, use the nav menu to get to anyplace on the site.