How To: Manage People

In the system, "People" includes those categorized by participation types and those marked as speakers. People can be added to the system via bulk import, API pull (requires custom integration), or manual addition. The people added to the system must be categorized by participation type and if they are a speaker, can be marked as such. People also must be added to a company, so companies should be set up first. For instruction on how to add a company, click here.

Manually Adding People

After setting up participation types, under Manage Event Content > People > Manage People, click the "Add Person" button.
Fill in the form with at least the required information, including first name, last name, company, user name, participation type, and primary email. Additional information can be filled in as necessary.
- Company: If the person's company has not yet been added, enter the name of the company, then click the "Add" button. This will create and add a company record in the system.
- Participation Type: A person must belong to a participation type. If participation types are not yet setup, a person cannot be added. To learn more about how to set up participation types, click here. Please remember that based on how participation types are setup, some access level restrictions may be selected.
After completing the form, click the "Submit" button to add and save the person. Leave the "Send login email" option checked to send the user a welcome email with their user name and password.

Profile Pictures

It is recommended that profile photos are cropped square and sized to at least 400 x 400 pixels. Profile photos can be formatted as JPG or PNG and should be no larger than 2MB. Photos can be uploaded by editing the person's profile or by clicking the "Upload" link under the thumbnail image.

Marking a Person as a Speaker

To manually mark someone as a speaker, when creating or editing their profile, check the box next to "Is Speaker". This will automatically include this selected person in the Speaker list within the desktop and mobile apps. This also allows speakers to be tagged to an agenda session.

Managing People

Each person added to the system is considered a user and will have the required information saved to their account, including a user name, and will be given a temporary password to start. There are many actions a user can complete in the app, which can be tracked under each person's profile in admin. Many of these actions are for assisting people with any app questions they may have, especially when onsite at an event. Options and actions under each person's profile can be found under Manage Event Content > People > Manage People. A specific person can be found using the search criteria on the left. Below is a list of the options and actions under a person's profile with a description of each.

Edit: Choosing edit will allow you to edit a user's profile. This will also display and allow you to change the person's user name or email address.
Send Message: This will allow the admin to send an email directly to the person. The email will come from the name of the admin currently logged in.
Meeting Availability: The person's meeting availability screen will allow you to view and update their availability for each meeting time slot.
View Meetings: This will display all meeting activity that is associated with this user and allow for actions to be taken on each meeting. You can modify/accept/cancel any meeting associated with this person.
View Messages: This will display all message activity that is associated with this user.
Add/View Notes: Notes that the user took from within the app will display here and can be exported to an Excel document.
Generate Onetime Password: Clicking this item will generate a new password for a user, which is a common request while on-site at an event. The person's user name and a temporary 6-digit password will display. This information will also automatically be sent via email to the person. It is important to note that once this is clicked, the user's old/current password will no longer work.
Print Profile: This selection will bring up a system print dialogue box allowing you to print the person's profile.
Usage Report: The usage report is helpful in determining if a particular user has been active within the desktop or mobile apps, noting the access date, IP address, time, duration, and pages visited.
View Personal Schedule: The personal schedule selection will display the personal schedule that the user has created by adding agenda items to their schedule. This schedule can be viewed, printed, emailed, or modified from this screen.
Add Photo/Video/Document: A user can add documents, videos, and photos to their profile from within the app. From this admin view, those items can be uploaded or removed from the profile.
Pull Profile from Past Events: User's who have attended other events powered by Jujama can have their full profile pulled from past events into the current event.
Inactivate: When people are added to the system, their profiles are automatically marked as "Active". To remove people from the system and/or disable their account, a user can be marked as "Inactive". This can be toggled as necessary.
View Business Cards: This selection will provide a list of business cards and all activity around this feature.
View Scanned Leads: If this feature is turned on and QR codes for leads have been scanned, a list of those scanned leads will display.
View Email Log: The email log is helpful is determining if a particular user has received system-generated emails.

Additional Bulk Actions

Popular actions that are often requested for multiple user's have been added as buttons at the top of the Manage People page. These actions are described below:

Print All Users Schedule: Clicking this button will bring up a print dialogue box that will print ALL user's personal schedules.
Export to Excel: This button contains a dropdown to select an export of profiles of the current page, all pages, or a concise file containing all attendee information for badge printing.
Send Login Credentials: This option requires a single or multiple profiles to be selected. Using the small checkbox to the left of the person's profile, select a single person or multiple people, then click the "Send Login Credentials" button. This will send the participation type welcome message to those selected users that includes the user name and a temporary password.
Email Personal Schedule: This option requires a single or multiple profiles to be selected. Using the small checkbox to the left of the person's profile, select a single person or multiple people, then click the "Email Personal Schedule" button. This will send the personal schedule via email to those selected users.