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

You can add as many Client Reps as you need.

 

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

 

 

Note: If you need to create a lot of Client Rep accounts, you can import a list instead.

 

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:

 

Note: MeetMax Support can customize the permissions each role has. Reach out to Support to discuss your needs.

 

Step 4. 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.

 

Attendee Access Groups

This field is useful if you need to create subsets of your Attendees and have them work with a specific Client Rep.

For example, let’s say each member of your Sales team covers a specific territory. You’ll want to assign Attendees to the right Sales rep based on their location, so you’d set up Attendee Access groups for that:

Click the New link to create an access group. Then you can choose from the groups you've created in the drop down menu.

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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.

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.

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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. 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

Once you’ve created a Client Rep account, MeetMax can’t delete it. But 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: