How To: Manually Create / Add a Delegate Registration (Single Event Platforms)

Task

Manually Create / Add a Delegate Registration within your Event. 

Pre-requisites

• Create a Tenant
• Create an Event
• Complete Registration Setup 

Step 1 - User Account Creation

1. Within the Admin Tools Dashboard, navigate to “Users”, then “Users” via the black navigational bar on the left-hand side of the platform
2. If a user account does not exist – you need to scroll to the bottom of the page and click on ‘Create User’
3. Enter the mandatory fields to create a User:
   • First Name
   • Last Name
   • Unique Email address
     • Then scroll to the bottom of the page and click ‘Update Account’ to create the new user
4. When you create a new user, the email giving them access to the platform sends automatically, so you do not need to click on the envelope (if this Trigger Notification is enabled) 
5. Now you will need to complete Step 2 below

Step 2 - Completing The Registration

1. Within the Admin Tools Dashboard, navigate to “Registration”, then “Registrations” via the black navigational bar on the left-hand side of the platform
2. Click “Create Registration” at the bottom of the page
3. This will bring you to the “Create Registration” page where you can input the required fields below
   • Choose A User
     • You can scroll through your current Users or you can search your User by name
     • Once you have found your user, you will need to select them
   • Choose Delegate Types
     • Select the relevant delegate type from the dropdown list
   • Scroll to the bottom of the page – you can ignore all the other fields except for these two below, which must be completed for manual registrations
     • Status – click on the dropdown list and select ‘Approved’
     • Completed - Select the ‘Enabled’ checkbox
   • Click on Submit

Outcome

Once you have completed all the relevant details and submitted your registration, your Delegate will now be able to access your Event.