Every enquiry and event in Sonas has a People Section. This is where you mange the customers associated with events, including their email access and planning portal access. This article will show you how to give a customer access to the Planning Portal.
For information on the People Section as a whole, please see How to Use the People Section
How to Add Planning Portal Access to a Customer
- Click on the individual's name that you want to add access for.
- Go to Actions > Give Access
- Click Save
- Select the welcome email you want sent. This email will provide login instructions. Welcome emails are managed in Venue Templates.
- Click Give Access to Save.
- A pop up will appear to confirm that you in fact want to give access, click OK.
- You will be redirected to the People Section main page and you will see the key icon is now Green, indicating access.