Invite a vendor into your event in EventsPass (for LeadGen and/or to provide vendor staff passes)
Invite vendors into your EventsPass event, to provide them with access to the EventsPass LeadGen app for vendors and exhibitors. Learn more about LeadGen here.
To do so, first log in to your event in EventsPass.
Then, from the dashboard, click the 'Event Management' tab, click the 'Vendor Options' tab and then click 'Create Vendor'.
When prompted, input the vendor's primary email and click 'Continue'.
This will be the email that receives the invitation to join LeadGen for your event. All staff from this vendor will use this email when logging in to their company's LeadGen account at your event.
When prompted, input a username for this vendor. You may input the email address again. Or to reduce the vendor's time spent logging in on site, you could try the initial part of the email only (everything before the '@'). If EventsPass accepts the username, you will see 'Available' and a green tick (meaning this username is not already in use). If the username is 'Not Available' please keep trying alternatives until you see 'Available'.
Then click 'Next' to proceed.
An 'Assign Events' window will appear. Here you can enter the contact information of the main LeadGen account holder details. Complete all fields here and then click 'Save User Profile'.
Then click 'Next' to proceed to the 'Settings' page.
From the dropdown, select the desired date display format. If in North America then you may opt to choose the 'USA Date Format' (MM/DD/YYYY), otherwise select 'Default' for the 'DD/MM/YYYY' format.
Click 'Next' to proceed to the 'Manage Password' page. Here you will set an initial password for this vendor, which the vendor will then set their own password on their first login.
Make sure to meet the minimum password requirements, otherwise you will not be able to proceed. Acceptable passwords are between 9 and 15 characters, including uppercase, lowercase letters, numbers, and special characters (min 1 uppercase, min 1 lowercase, min 1 special character, and min 1 integer). Allowed special characters are: #, $, @, !, %, *, ^, ?, ~ and `.
Type in the desired password in each field.
Then, to create the account and trigger EventsPass to send the welcome and login email to the vendor, click 'Create and send email'. Alternatively, if you wish to send your own invitation email to the vendor, then simply click 'Create user' and be sure to follow up by sending the vendor the following details:
- Their account email
- Their account username
- Their account password
- Login URL: https://www.eventspass.com/#/login
Please allow a few moments after clicking the button to create the account. Once the process is complete, you will see a 'Successfully Saved' message in green and the process is complete.
The onus is then on the vendor to go through their account setup process. This process can be seen here: Configuring and upgrading your LeadGen package.
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