Creating Staff Members for PheedLoop OnSite

n order to use PheedLoop OnSite, an account that is a team member or staff member with the appropriate permission set is required. Once done, the staff member can login to PheedLoop OnSite as normal.

Step 1 - Creating Permission Sets

Permission sets determine which pages a Staff Member can access within PheedLoop OnSite. Without an assigned permission set, the Staff Member will be unable to view any pages on the platform.

From the Event Dashboard, navigate to OnSite > Staff & Permissions > Permission Sets
Above the Permission Sets table, select Create

Under the Name field, enter the name for this permission set
Under the Description field, enter the description for this permission set
Toggle on the permission checkboxes as necessary, each checkbox will grant access to their respective pages
Event Check-In - Allows the staff member to scan an attendee into the event.
Session Check-In - Allows the staff member to scan an attendee into the session.
Live Display - Grants the staff member access to the Live Display Power-Up.They can use this to share information on a screen like a television or projector.
Lead Retrieval - Allows the staff member to act in place of the exhibitor to scan attendees for lead retrieval.
Ticket Scanner - Allows the staff member to scan and redeem tickets for the event.
Select Save Changes

Step 2 - Creating Staff Members

Staff Members are the emails your staff use to access PheedLoop OnSite. It is important that the emails are spelt correctly or members will not be able to login.

From the Event Dashboard, navigate to OnSite > Staff & Permissions > Staff Members
Above the Staff Members table, select Create

Under the Full Name field, enter the member’s name.
Under the Email field, enter the member’s email address.
Under the Permission Set field, select the relevant permission set for them.
Select Save Changes

Using Staff Member Passwords

Each Staff Member will have an unique temporary password that can be used to access their account. For security purposes, the temporary password will cease to work once a staff member has set their own password from the Member Portal.

Please note, it is strongly advised to not share these passwords publicly to avoid security breaches. We recommend using a password manager with a form of multi factor authentication for best security.

From the Event Dashboard, navigate to Staff & Permissions > Staff Members
Select the Staff Member to get the password from
Select View Event Staff Member Password

The password will now appear for you to copy and share with the staff member.

Bulk Uploading Staff Members

Multiple Staff Members can be uploaded simultaneously into the Event Dashboard.

From the Event Dashboard, navigate to OnSite > Staff & Permissions > Staff Members
Select the Upload button

Select Download Template

The Staff Members template will now be downloaded onto your device.

Open the Staff Members template file
Fill out the information outlined in the Headings in the Staff Members Upload Template step below
Save the document as a CSV file
From the Event Dashboard, navigate to OnSite > Staff & Permissions > Staff Members
Select the Upload button
Select the Drag and drop some files here, or click to select files button

Select Submit

Headings in the Staff Members Upload Template

code	This field is only necessary if you intend to edit an existing Staff Member. Enter the Internal Code for the Staff Member under this field to edit an existing Staff Member. Staff Member codes can be found by navigating to OnSite > Staff & Permissions > Staff Members and selecting the download icon to the far right of the Create button. Leave this field blank to create a new Staff Member.
name	Enter the name of the Staff Member under this field.
email	Enter the email the staff member will use to login under this field.
permission_set	Enter the name of the permission set you wish to use under this field.