In this article:

• Where is it?
• Adding a Client Rep
• Attendee Access Groups
• Setting the account password
• Editing a Client Rep account
• Removing a Client Rep

Where is it?

In MeetMax, an admin is called a Client Rep.

To add and manage your Client Rep accounts, head to the Configure menu. Choose Client Reps, and then Client Rep List:

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Adding a Client Rep

Step 1. On the Client Rep List page, click the Add Client Rep button:

Step 2. Enter the name and email address.

Next, add a user name - we recommend using the email address again here.

Finally add a placeholder password. (You’ll prompt this user to set their own password in a moment.)

Step 3. Set the Type of access this Client Rep will have. MeetMax offers several levels of permissions:

Our Support team can enable or disable any of the existing permissions for each role.

Step 4. The Attendee Access Group field is useful if you need to organize your Attendees into groups, and have a specific Client Rep work with each group. Learn more about Client Rep Groups here:

Step 5. Finally, choose which of your events this Client Rep will be able to access.

You’ll see a drop down list of every event you’ve set up in MeetMax. Use the check boxes to exclude this Client Rep from any of them:

Step 5. Click Submit to save the new account.

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Setting the account password

Because a Client Rep has access to sensitive details, you’ll want to let each one set their own confidential password.

In Step 2 above, you set up a placeholder password to create the account. Now that you’ve saved the new account, head back to the Client Rep List page.

Locate the account and click the Reset link:

That generates a password reset email to the account email address. The Client Rep can then set their own password.

This is also the process you'd use if one of your Client Reps needs their password reset.

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Editing a Client Rep account

You can make changes to your Client Reps at any time.

Head back to the Client Rep List page. Locate the person you need to edit, and click the Edit link:

Be sure to click Submit to save your updates!

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Removing a Client Rep

Client Rep accounts can't be deleted, but they can be disabled. You can remove all of the account’s permissions, so it can’t access anything.

Use the steps above to edit the Client Rep account. Then set the Type to Non Active:

You'll still see the Client Rep on your Client Rep List, but the account is inactive.