Connection Settings
Admin Panel
User’s connection settings can be defined in his profile settings at /newfront/profile/settings using the toggle “Allow users to request a meeting with you“.
By default this toggle is ON. When the toggle is off, then the “Request meeting“ button disappears in all places where it could be: user profile, product page, matchmaking cards, interactions, etc.
Important: If the user received a meeting request before he turned off the ability to receive requests, he still can reply to that meeting request.
In the admin panel functionality can be enabled for different types of users by settings:
Toggle “Allow exhibitors to manage reception of meeting requests and messages” at /admin/registration/esettings. When toggle is on, then “Connections Settings“ tab appears on frontend at /newfront/profile/settings for Exhibitors.
Toggle “Allow team members to manage reception of meeting requests and messages” at /admin/registration/esettings. When toggle is on, then “Connections Settings“ tab appears on frontend at /newfront/profile/settings for Team Members.
Toggle “Allow visitors to manage reception of meeting requests and messages” at /admin/registration/settings. When toggle is on, then “Connections Settings“ tab appears on frontend at /newfront/profile/settings.
If the user turned off the ability to receive meeting requests, he still displays in Meeting Wizard as a target for invitation, but after clicking “Setup meeting“ a warning pop-up is shown.
General dependencies of permissions/restrictions
4 requirements have to be met, so you can send messages/meetings invitations to user:
Networking Opt-In is not enabled or User agreed to interact in it
Permission matrix allowes you to intecact with User
User allowed to send him messages/meetings invitations in “Connection settings”
Meetings/Messages functionality is turned on in Module Management
If all 4 conditions are matched — then you can send message/meeting invitation to that User.
Dependencies with Permissions Matrix
New settings must work within the restrictions of the Permission Matrix.
User can allow receiving messages/meetings, but that won’t change restrictions of some categories to send them as set in the Permission matrix.
User can disallow receiving messages/meetings, and that means that no one can sent them to user, even if it is allowed in the Permission Matrix.
Dependencies with Networking Opt-In
Networking Opt-In status | Connection settings ON | Connection settings OFF |
|---|---|---|
Not used (majority) | Receives meeting/messages invitations | Does not receive meeting/messages invitations |
ON | Receives meeting/messages invitations | Does not receive meeting/messages invitations |
OFF | Does not receive meeting/messages invitations | Does not receive meeting/messages invitations |
Also Important to Note…
In the admin panel at /admin/registration/esettings we have the toggle “Allow exhibitors to manage connection settings of team members“, which is OFF by default. When ON the “Manage connection settings“ button appears on the “Team Members“ page in the exhibitor profile on frontend.
In the admin panel at /admin/registration/esettings we have the toggle “Allow parent exhibitors to manage connection settings of child’s team members“ which is OFF by default. When ON the child’s team members appear in the table of the “Manage connection settings“ page and the exhibitor can set blocked time for them. This toggle appears only if the “Allow exhibitors to manage connection settings of team members“ toggle is ON.
If “Allow exhibitors to manage connection settings of team members“ setting is enabled then “Allow team members to manage reception of meeting requests and messages” should be disabled in Admin panel-Registration Settings-Exhibitor-Additional settings (/admin/registration/esettings). It will show the tooltip “Can’t be enabled when “Allow exhibitors to manage connection settings of team members” is enabled”.
Connection settings defined by “Allow exhibitors to manage connection settings of team members“ functional are a part of the public API (/api/v2/account/get and /api/v2/account/set endpoints) as attributes “Meetings Allowed” and “Chats Allowed“ for creation/update of team members profiles and receiving state of connection settings.
The team members export file contains “Meetings Allowed” and “Chats Allowed“ columns. Values in these columns can be binary only – yes/no. These values relate to the states of the toggles on the connection settings page at (/newfront/profile/settings): toggle ON = yes, toggle OFF = no.
At the same time, the settings for Meetings and Chats allowance should appear in the profiles of all team members of exhibitors in their Connection Settings (/newfront/profile/settings) as “Meetings allowed” and “Chats allowed”.
Those settings are synchronised with what the exhibitor has set for this team member at /newfront/profile/teammembers. The team member has the same control rights as the exhibitor; he also can enable/disable these settings and the results will be synchronised for exhibitor.
When the exhibitor turns off his team member’s ability to have meetings and/or chats, the team member receives a notification. For disabled meetings a message is shown: “The exhibitor has disabled meetings for you. You are no longer able to schedule or participate in meetings. You can change that setting in Connection Settings.”, where the underlined text is a hyperlink to the Connection settings tab in the team member’s profile settings.