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. Hover over or click the contact's name to reveal the options, then select 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. Hover over or click the contact's name to reveal the options, then select Convert to Client.
Contact Navigation Options
You can access all contact actions from two places:
While in an event, click Contacts in the side navigation.
From the event edit screen, click the Event Contacts tab.
Once you're on the contacts list, hover over or click a contact's name to reveal the following options:
Edit client details — update the contact's information.
Copy client's event link — copies their unique portal access link. Use this to share via email or another method, or to open in an incognito/private window to test the client experience without logging out.
Send event link email to client — sends the portal access link directly to the client's email address.
Log in as client — opens a new browser tab logged in as the client so you can see their portal view. ⚠️ Important: this action logs you out of your current Releventful account. If you do not want to be logged out, use Copy client's event link and open it in an incognito or private window instead. To return to your own account, close the Releventful browser tabs and log in again in a new window.
Resend an Event Link
If your client is having trouble accessing their portal, you can resend them their event link. See the Contact Navigation Options section above — hover over or click the client's name and select Send event link email to client.
Login as Your Client
To view the portal as your client sees it, hover over or click the client's name in the contacts list and select Log in as client. See the Contact Navigation Options section above for the full details and the important warning about being logged out of your account.
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.
Important 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—clicking their link logs them in automatically.
Because of this, it’s essential that clients do not share their access links with others. Anyone who uses someone else’s link will be logged in as that person, and will be able to send messages and take actions on their behalf.
For best results and accurate communication tracking, we recommend that each participant uses only their own unique link.