Keep the people connected to an event accurate so messages, signing requests, payment links, and portal access reach the right recipients.
Before you start
Know each person’s relationship to the event and whether they should see the portal, sign, pay, or only receive a message.
Determine which type of contact is needed on the event.
Client - they can receive invoices and will be able to view any permissioned item in the portal
Contact - they can view any permissioned item in the portal
Employee - they can view all details in the portal
Note: Make sure your employees have the right access for the roles assigned.
In Releventful
Navigate to your event through the pipeline, calendar, or searching directly
Open the Event Menu, side panel
Click Contacts, under Event Sections
Click Manage Contacts
Choose to Add Client, Add Contact, or Manage Employees
Search by the person's name or email address
Click Add
Click I'll do it later if they need to be added to the portal at a later time
Select which existing event items to share with the contact, if adding an employee then check if the employee Has Access to Portal
Click Share Selected Items or Not Now if none are being shared
Reopen Contacts and check the person, email address, and access. You may also preview or send a test link only after checking which documents and tasks the contact can see.
Note: For a signer, open the event's invoice and click on the + next to Client, choose their invoice access and click Grant Access. Then open the contract and add that person under Signature Settings.
Remove a Contact
To remove a contact or client from the event hover over the contact to reveal the options, then click Remove.
Convert a Contact to a Client
If you need to convert a contact then hover over the contact to reveal the options, select Convert to Client.
Send Event Link
To give a contact access to the portal or to resolve access trouble, hover over the contact and select Send Event Link Email to Client or Resend Event Link.
Log In as Client
To view the portal as your client sees it, hover over the client's name in the contacts list and select Log In as Client.
Note: Each user receives a personalized access link to the event portal, tied specifically to their email address. For simplicity, clients do not need a username or password, and clicking their link logs them in automatically.