How to assign representatives to your sponsor

This guide walks you through the steps to assign representatives to sponsors in your event, manage their permissions, and let them edit their sponsor page.

Step 1: Go to the Sponsors Module

  • From your event dashboard, navigate to the Sponsors module.

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  • Click on Actions > Manage categories.

Step 2: Create a Sponsor Category

  • Inside the Manage Categories screen, click Actions > New .

  • Representative en 2Fill in the details:
    • Name

    • Color

    • Sponsors level (This affects the size of the banner on the Virtual Stage.)

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  • In the Representatives section, define how many representatives each attendee type can have.

    • Example: allow only 1 representative for the “Company” attendee type.

  • Click Save.

Step 3: Add a Sponsor

  • Go back to the main Sponsors module.

  • Click Actions > new or edit an existing sponsor. Refer to this article for detailed instructions on adding a new sponsor.

  • Fill in the sponsor’s information and assign the correct Category (e.g. Gold).

  • In the attendee field, search for and select the attendee who will act as the sponsor’s representative.Representative en 4-1

  • Click Save.

Step 4: Allow Sponsors to Edit Their Page

  • Go back to the main Sponsors module.
  • To enable sponsors manage their own page and add additional representatives:

    • Click Actions > View public sponsor area.

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  • Share the link with the sponsor via email or other communication channels.

  • The sponsor will need to:

    • Enter the email of the registered representative.

    • Retrieve and enter the access token sent to their inbox.

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Step 5: Sponsor Page Editor (Public View)

  • Once the sponsor accesses their showcase editor:
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  • They can update basic details, add videos, and edit the profile ( For additional details, please refer to this article.) .

  • Go to the representatives tab where you can add additional representatives:
    • Click on the "Add Representative" button. 
 
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    • If the representative has not yet been registered for the event, adding them here in the showcase editor will automatically register them as a attendee.

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    • If the representative has already been registered for the event, an error pop-up will appear with the message "Error creating representative". Don’t worry, simply click on the link "You can associate attendees as representative here."

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    • Then, click on ‘Add’ to link the representative to their attendee profile in your event.

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Step 6: Preview on the Virtual Stage

  • Log in to the virtual stage.

  • Click on the Sponsors tab.

  • You’ll see sponsor cards organized by category levels (e.g. Gold = Level 1).
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  • Click on a sponsor to view:

    • Their info

    • Their representatives

    • Options to start a chat or schedule a meeting

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That’s it! You’re all set to assign and manage sponsor representatives.