Configure the Account Portal

The Account Portal uses an Account Management Configuration to provide a landing page for users to access Online Space Booking, Online Event Ordering, and third-party sites (such as an online form). Users will also have access to Account Management Configuration features such as updating and/or reviewing their information, preference settings and/or their company's information.

To configure an account portal:

1. Click Account Management Configurations from the Main Menu to open the Account Management Configurations page.
2. Click Add to open the Add Account Management Configuration window.
3. In the general section, enter the necessary information:
   • Description: Name the configuration for internal use.
   • Password Setting Email Template: Select the email template to use when someone clicks the Forgot My Password link.
   • Email Change Confirmation: Select the email template to use when logged-in users change the email address on their account. Allow Editing must be checked in order to select a template.
   • From Email Address: Add the email address which appears in the From field on all the online application's email communications.
   • Allow Editing: Check to allow logged-in users to edit account information online.
   • Prevent Editing Company Information: Check to prevent logged-in users from editing company information.
   • Allow Adding New Contacts: Check to allow logged-in users to add new contacts for their organization.
   • Allow Editing of Other Contacts: Check to allow logged-in users to edit information for other contacts at their organization.
   • Hide Other Contacts: Check to prevent logged-in users from seeing other contacts linked to their organization.
4. On the Activities tab, enter the necessary information:
   • Add Activity for Account or Contact Changes: Check to create an activity whenever a logged-in user changes account or contact information.
   • Activity Type: Select the activity type for the account/contact changes activity.
   • Activity Recipient: Select whether the system should follow the Default Logic (see below) to determine activity recipients or if the recipients should be the selected default activity recipient.
     • The system determines the activity recipient in the below order. The first one with a value is used as the activity recipient.
       1. Exhibitor Salesperson
       2. Account Rep 1
       3. Account Rep 2
       4. Account Rep 3
       5. Default Activity Recipient
   • Default Activity Recipient: Select the contact who is the default person to receive activities.
5. On the Additional Information tab:
   • Add a Sign Up Content Builder Layout. This controls the options available when a user signs up on the page. See Account Management Configuration Content Builder for instructions to build a layout.
   • Add a Profile Content Builder Layout. This controls the options available when users edit their profile. See Account Management Configuration Content Builder for instructions to build a layout.
   • Select the form template for the account management configuration. To edit a form template or make changes to the default one, click Edit after you choose the form template.
6. On the Account Portal Settings tab:
   • Logon Configuration: Select the Logon Configuration to use for the stand-alone account management configuration.
   • Web Theme: Select the Web Theme for the online page to control look and feel (applicable for Account Portal only). See Web Themes for more information.
   • Show Request For Removal: Check to allow logged-in users have the option to request removal.
   • Click Event Page Settings to open the section. These settings control which future and past events are visible to users. Add necessary information:
     • Portal Days Prior Event Start: Add the number of days into the future that should users be able to view events. For example, to allow users to see events one year into the future, enter 365.
     • Portal Days After Event Start: Add the number of days in the past that should users be able to view events. For example, to allow users to see events up to one year ago, enter 365.
     • Select which events should be available to public users:
       • Event Status: Only events with one of these statuses will be available to public users.
       • Event Category: Only events with one of these categories will be available to public users.
       • Event Class: Only events with one of these classes will be available to public users.
       • Event Type: Only events with one of these types will be available to public users.
7. Add the Homepage Gadgets:
   1. Click Homepage Gadgets to open the section.
   2. In the header, click Add.
   3. Select which type of gadget you would like to add: Online Space Booking, Online Event Ordering, or External Gadget.
   4. Configure the homepage gadget (click to expand the instructions):

      Configure an OSB or OEO Homepage Gadget

      • Configuration: Select the configuration for this gadget.
      • Title: Name the gadget. This is visible on the Account Portal.
      • Summary: Add a brief description. This is visible on the Account Portal.
      • Sort: Add the sort order for this gadget (1 for first, 2 for second, and so on).
      • Allow Edit: This allows users to edit existing bookings/orders (if the existing booking/order configuration matches the gadget's configuration).
      • Allow Add New: This allows users to add a new booking/order (based on the settings in the configuration). If you wish the gadget to be view or edit only, do not check this setting.
      • Active: Check to display the gadget on the Account Portal and allow users to access it.
      • Click OK to save the Homepage Gadget.

      Configure an External Gadget

      • Title: Name the gadget. This is visible on the Account Portal.
      • Summary: Add a brief description. This is visible on the Account Portal.
      • Link 1 Label: Add the link text for the first link.
      • Link 1 URL: Add the URL for the first link. Be sure to include the full address, including https://.
      • Link 2 Label: Add the link text for the second link.
      • Link 2 URL: Add the URL for the second link. Be sure to include the full address, including https://.
      • Click OK to save the Homepage Gadget.

      To be able to authenticate a user, it is possible to pass a token on the URL for an external gadget. The Organization Parameter (AA ZAT) must be set to Y for the token to be passed.
   5. Configure any additional homepage gadgets. For example, you may wish to have an OSB gadget for meetings space and one for classroom space in addition to an OEO gadget.
8. Add preference types. Repeat these steps for each type you want to be available.
   • On the Preference Types tab, click Add to open the Add ACM Preference Type window.
   • Enter the necessary information:
     • Preference Type: Select the Preference Type for the online page.
     • Mandatory: Check to require an agreement to the response.
     • Active: Check to make the Preference Type available on the online web page.
9. If the account management configuration should be available in multiple languages, configure the languages on the Languages tab. See Account Management Configurations in Multiple Languages for detailed instructions.
10. Click OK to save the Account Management Configuration and close the window.
11. Click Edit Site Configuration from the Main Menu to open the Edit Site Configuration window. In the Account Portal URL field confirm that the URL is formatted correctly.
    Make sure your URL is activated by Momentus. Please contact support services for assistance.

Once configuration is complete, click Copy Account Portal Shortcut to copy the link for the account portal. Send this link to your contacts or post the link on your website so clients can access applications via this landing page.