Managing Event Contacts
In the portal, you can add 3 different types of contacts
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
💡Pro Tip: make sure your employees have the right access, check out Add an Employee to Your Account to ensure your employee has the right access roles assigned.
What is a permissioned item?
A permissioned item is
An assigned To-Do
A shared document
A message with that individual included
Adding a New Contact
To add a new contact to the portal
Click on Contacts in the portal home screen
Click Manage Contacts
To add a client, choose Add Client
To add a business or person to the event, choose Add Contact
To add an employee, choose Manage Employees
Removing a Contact or Client
To remove a Contact or Client from the event
Click on Contacts in the portal home screen
Click Manage Contacts
3. Next to the contact, click the Options button (icon shown above) and choose Remove.
ℹ️ Note: if you only have one client, add another client first before trying to remove them.
Managing Your Event Team
Your event team are those in your business who will be interacting with your client and/or vendors or need access to the portal information.
To add or remove employees from your event team
Click on Contacts in the portal home screen
Click Manage Contacts
Choose Manage Employees
To add an employee
Check the check box under Has Access to Portal
To remove an employee
Uncheck the check box under Has Access to Portal
I handle all of the communication with my client myself, I just need to schedule my employees
To learn more about our Employee Scheduling features, see Getting Started with Employee Scheduling. Your scheduled employees will automatically get access to the scheduling detail report with key information about the event.
Business growing & need to add more employees?
Convert a Contact to a Client
To convert a contact to a client
Click on Contacts in the portal home screen
Click Manage Contacts
3. Next to the contact, click the Options button and choose Convert to Client
Resend an Event Link
If your client is having trouble logging in and has lost their event link, you can quickly and easily resend them their event link by
Click on Contacts in the portal home screen
Click Manage Contacts
3. For a client, click the Options button (icon shown above) and choose Email Event Link
4. For a contact, click the Options button (icon shown above) and choose Resend Event Link
Login as Your Client
If you would like to log into your clients portal to see their portal as they see it, you can do this via their login link. To get their login link
Click on Contacts in the portal home screen
Click Manage Contacts
3. For a client, click the Options button (icon shown above) and choose Log in as Client or Copy Event Link
Note: When selecting the "Log in as Client" link, you will be automatically logged out of your account and logged into your client's account in a separate browser tab. In order to log back into your own Releventful account, we recommend that when you are done impersonating your client, close the open Releventful browsers. Proceed to open a brand new browser and login as yourself to return to your account.