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If the Show orders option is enabled for your exhibitor group in the Exhibitor Portal Builder, you will be able to buy additional user licenses if you need to add users beyond your license limit. |
User Roles
There are three roles a user can have. They are primary, admin and staff.
A primary user: has access to the web-app portal as well as the mobile app. They can add staff to the portal. They can also promote staff to admins, or even replace themselves as a primary user.
An admin user: has the same access as the primary user, except for replacing the primary user.
A staff user: only has access to the mobile app. They do not have credentials to login to the web-app, and can only access the Captello app using their email and authentication code.
Editing a User
To edit a user, click on the edit button to the right of the user list:
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Changing a Role of a User to Admin
Depending on the permissions given by the event organizer, exhibitors may be able to promote staff users to admins.
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An admin user has the same permissions as a primary user. |
You can To change the role of a user from Staff to Admin by clicking staff to admin, click on the edit button under Rolebesides their role, and select ‘Admin’
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And then choosing Admin.
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When a user is set to admin, they will receive an email to reset their password, and a link to login to the portal’s web app, which will allow them to access reports and orders-app.
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To change an email address a user has to be deleted and re-added (refer to deleting users below). Note: You can only change the contact email address of the primary contact from the primary contact information on the left hand side, which will not change the registered email address. |
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Deleting a User
Primary users can only be deleted from the Exhibitor Portal Builder.
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Depending on the event organizer’s setup, some fields on the company profile can be read-only.
Changing the Primary User
Depending on the permissions given by the event organizer, exhibitors may be able to change primary users inside portals.
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Replacing the primary user will delete them from the portal. However, they can be added again as staff later. |
There can only be one primary user per portal. To change the primary user, the desired replacement must be an admin.
Once the desired replacement is an admin, click on the edit icon besides their role and change it to Primary.
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Deleting a User
Primary users can be deleted by assigning another admin to be the primary user.
Other users can be deleted using the delete icon.
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This tab only shows when the View leads inside portal option is enabled in the Exhibitor Portal Builder. It also can only be accessed by the Primary User. |
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Exporting leads
Exporting leads is done the web app, unless the organizer manually adds a permission for exhibitors to export leads from the mobile app.
While logged in as the a primary or admin user, go to the Leads Page, then click on the Extract Button 'Export' button on the top right.
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You will then be prompted to choose between the following:
Submissions: Only This report includes data that have been captured.
All Event Data: Including including submissions, event name, event date and event ID.
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Once you click Continue, an excel sheet Upon clicking ‘Continue’, a spreadsheet will start downloading.
Reports Page
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Offers a list of services for purchase at your event, such as Additional Lead Capture Users, Renting Devices, etc.
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Depending on the portal’s settings, some services may require other services to be added to cart for the transaction to proceed. Trying to proceed to checkout while a service that does not meet the requirement is in the cart will result in the following error, preventing the registrant from proceeding.  |
Downloading Invoices
This page also includes a list of invoices from previous purchases. Once an exhibitor has made a purchase they will be able to see and download their invoice.
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