Editing and Managing the Sponsor Portal
The Sponsor Portal serves as a centralized hub where Sponsors can personalize and manage their event experience. It offers flexibility, customization, and a range of useful features. Both the Primary Contact and Managers can access their Sponsor Portal once their sponsor profile has been added to the Event Dashboard.
How to Edit the Sponsor Portal
Before sharing access to the Sponsor Portal, Event Administrators should be aware that specific pages and sections can be hidden or locked to prevent edits. This is useful for Event Admins who may wish to display certain information to Sponsors without allowing them to make any changes.
To find these settings, follow these steps:
From the Event Dashboard, navigate to Portals > Sponsor > Sponsor Portal
From here, Event Administrators can manage all the settings for the Sponsor Portal.
How to Hide Pages
Each page of the Sponsor Portal can be hidden under this section.
| Hide Information Page | This will hide the Information page in the Sponsor Portal. |
|---|---|
| Hide Profile Page | This will hide the Profile page in the Sponsor Portal. |
| Hide Announcements Page | This will hide the Announcements page in the Sponsor Portal. |
| Hide Manages & Tickets Page | This will hide the Managers & Tickets page in the Sponsor Portal. |
| Hide Files Upload Page | This will hide the Files page in the Sponsor Portal. |
| Hide Design Page | This will hide the Design page in the Sponsor Portal. |
| Hide Assigned Tasks Page | This will hide the Task Assignments page in the Sponsor Portal. |
| Hide Purchases Page | This will hide the Purchases and Contract page in the Sponsor Portal |
How to Disable Profile Edits
The permission for Sponsors to edit their profile details can be enabled or disabled under this section. Toggle on the Lock Profile Edits checkbox to disable edits in the Sponsor Portal.
How to Add Support Details, Welcome Text, and Instructions
Support Details, Welcome Text, and Instructions can be shared with Sponsors under the General section.
| Support Details | Support Details offer Sponsors helpful information and a point of contact for assistance. When this section is populated, a help button appears in the bottom-left corner of the Sponsor Portal, allowing users to easily access and review the provided details. |
| Welcome Text | Text entered in this field will appear on the Information page of the Sponsor Portal. |
Event Administrators can add personal instructions for each Sponsor. These instructions will appear for the Sponsor on the Information page.
- From the Event Dashboard, navigate to Sponsors > Sponsors
- Select the Sponsor you wish to adjust from the list
- Scroll down to Basic Details
- Enter your instructions under the Instructions field,
Select Save Changes
How to View the Sponsor Portal as an Event Admin
Event Administrators can access the Sponsor Portal at any time in the Event Dashboard.
At the top of the Event Dashboard, select Event Portals > Sponsor Portal
They will now be redirected to the Sponsor Portal. Event Administrators or managers overseeing multiple sponsors can use the dropdown menu to switch between different sponsor profiles.
Conclusion
The Sponsor Portal provides a centralized space for managing Sponsor-related information and tasks. With options to control visibility, restrict edits, and add support details or instructions, Event Administrators can tailor the portal to suit the needs of their event. By following the steps outlined in this guide, administrators can effectively set up and manage the Sponsor Portal to support a smooth and organized experience for all Sponsors.