Account Management Configurations

Account Management Configurations allow your public-facing users to manage their contact and account information and preference settings. 

While Account Management Configurations can be a stand-alone tool, they are usually used in conjunction with public-facing applications, such as Online Space Booking, Exhibitor Portal, or Registration. For the stand-alone Account Management portal, Preference Mode can be used to automatically log users in when they click on the portal link you have sent them.

Account Management Configurations also power the Account Portal which can be used as a home page for users to access Online Space Booking, Online Event Ordering, and third-party sites. For instructions on how to configure the Account Portal, see the Configure the Account Portal article.

Included in this article:

• Configure a Stand-Alone Account Management Configuration
• Configure an Account Management Configuration for Public-Facing Applications
• Configure Preference Mode

Configure a Stand-Alone Account Management Configuration

Stand-alone Account Management Configurations are used as a portal for your public-facing users to update and/or review their contact information, preference settings and/or their company information.

To configure a stand-alone account management configuration:

1. From the Main Menu, search for and click Account Management Configurations. The Account Management Configurations page opens.
2. Click Add. The Add Account Management Configuration window opens.
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. Click the Activities tab and enter the relevant 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. Click the Additional Information tab and select the relevant information:
   • Form Template: Select the form template for the account management configuration. To edit a form template or amend the default template, click Edit after you choose the form template.
   • Web Theme: Select the Web Theme to configure the look and feel of the online page. See Web Themes for more information.
6. Click the Account Portal Settings tab and select the relevant information:
   • Logon Configuration: Select the Logon Configuration to use for the stand-alone account management configuration.
   • Show Request For Removal: Check to allow logged-in users have the option to request removal.
7. Click the Preference Types tab and select 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.
   • Repeat these steps for each type you want to be available.
8. 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.
9. Click Save to save the account management configuration and close the window.

Once the configuration is complete, click Copy Shortcut to copy the URL for the stand-alone Account Management Center. Send this link to your contacts so they can update their Preference Settings online.

Configure an Account Management Configuration for Public-Facing Applications

Account management configurations are also used with public-facing applications such as the Exhibitor Service Center, Exhibitor Portal, or Session Proposals.

To configure an Account Management Configuration for public-facing applications:

1. Follow all steps above in Configure a Stand-Alone Account Management Configuration.
2. 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.
3. Click OK to save the account management configuration and close the window.

For more information about how to assign your Account Management Configuration on a public-facing application, please check the configuration article for your relevant application.

Preference Mode

Preference Mode automatically logs a contact in when they are sent an account management link via the system. The account management link is a wildcard field which can be included in an email template.

Create the Email Template

1. Follow the detailed directions in Email Templates to create a new email or copy and update an existing one.
2. Position your cursor where you would like the account management link to appear.
3. Click the star ( ) to open the Insert Field window.
4. Select Send ACM Link from the drop-down.
5. Click OK. The account management wildcard is added to the email template.

Send the Account Management Configuration Link

Once you create the email template with the account management link, you can send it to your relevant contacts.

1. From the Main Menu, search for and select Contacts for the appropriate designation. The relevant Contact page opens.
   • For example, you might select Contacts - Event Sales to open the search window for contacts with an active Event Sales status.
2. On the Contacts page, select the contacts to receive the link. Use Ctrl+Click or Shift+Click to select multiple contacts.
3. Right-click and select Tools > Send ACM Link. The Select ACM for Email window opens.
4. In the drop-down, select the account management configuration to use for the link.
5. Click Continue. The Email window opens.
6. Select the Additional Information tab.
7. In the Select Email Template drop-down, select the email template you created in the section above.
8. Click Send to send the email. You can preview the email before sending. See Email Templates for additional information.