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Managing the Event Portal Team

Learn how to manage the event portal team and ensure employees have the right access to collaborate on event details, tasks, and documents.

Written by Naomi Sherman

Give event portal access to the employees who need to collaborate on that event, then verify the view they receive.

Before you start

List the employees who should work on the event, and which information is private to the core team.

In Releventful

  1. Navigate to your event through the pipeline, calendar or searching directly

  2. Open Event Menu

  3. Click Contacts, side panel

  4. Click Manage Contacts

  5. Click Manage Employees

  6. Use Search Employees to find the team member

  7. Check Has Access to Portal to grant access or uncheck to remove access

  8. Click Done

Note: If the person has a scheduled shift, reopen the shift and click Portal to check the resulting staff view. Check that shared To-Dos and documents appear only for the right people.

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