Account and login

About Accounts

Account ID

• Account ID is an absolutely unique identifier of account. This means that there cannot be users with same IDs across all events and clients.

• Account ID is assigned automatically as soon as an account is saved.

Account External ID

• Account External ID can be used for data transmission between ExpoPlatform and other third-party instances.

• It can be set with the /api/v2/account/set endpoint.

Account Category

• Account category management is located in the admin panel at /admin/registration/categories.

• More info about participant categories can be found here.

• The full list of event categories can be seen in the permission matrix as well (/admin/permissionRelations).

• Category can be assigned via API, using import or during registration (the “Category“ form field).

• If no category selected for the account then the Default category will be assigned to the account.

• Team members inherit the category of their Exhibitor

Account Role

• Possible roles:

  • Visitor – the most basic human account role.

  • Speaker – the role is assigned to users who are added to the Speakers list at /admin/events/speakers.

  • Moderator – the role is assigned to users who are added to the moderators list at /admin/events/moderators.

  • Team Member – visitors who are exhibitor Team Members as well

  • Buyer – users of the category which is marked with the “Is buyer“ toggle

  • Guest – not a role but is used for unlogged users

• One user can have multiple roles, for example:

  

Login Options

Login Via Activation Link

• User receives the activation link in an email as soon as his account is created/verified/approved, etc.

• When following the link that user becomes logged in instantly.

• This works every time the link is followed

Login via OTP

• OTP is One Time Password

• To enable OTP logination you need to enable the OTP functionality in the admin panel at /admin/general/settings.

• When enabled, a login pop-up will request the user’s email, instead of email and password. After entering the email and submitting the form, an OTP flies out to the entered email address

• OTP is valid for 120 minutes after being generated

• Organizers can also generate OTPs in the admin panel as shown here:

  

  

Login using system generated password

• Together with the activation link, the user also receives his login and password

• These can then be entered in the regular login pop-up/page

• The user can be forced to change the system generated password by enabling the “Force password change on first login“ setting at /admin/registration/settings.

First Login Page Redirection Setup

• In the admin panel at /admin/registration/settings there are settings for selecting where to redirect users after login.

• These settings are available for Team Members and for all other human accounts (called “Visitors”):

  

Unlike Visitors, Team Members have an additional option for Exhibitor Manual, which is not relevant for any one other than Team Members.