In this article, you will learn how to specify who may use the ScanMyLead app, how to assign booth staff to an exhibitor, and which areas each role sees in the app.
ROLES AT A GLANCE
Open your event and select ScanMyLead > PWA roles. The overview shows each role, how access is granted, the number of assigned guests, and the areas visible in the app. Use the switch in the Status column to activate a role.
| Role | How access is granted | Visible areas (default) |
|---|---|---|
| Exhibitor | Through booth assignment | Scan, Dashboard, My leads, Team, Analytics, Export |
| Customer manager | Assigned by you | Scan, Dashboard, My guests, My exhibitors, My leads, Analytics, Export |
| Location scanner | Automatically via a guest field or by PIN | Scan, Check-in list, Change location |
| Administrator | Assigned by you | Scan, Dashboard, All guests, All leads, Analytics, Export |
ASSIGN ADMINISTRATORS
- Click Configure next to Administrator.
- Click Add administrator, select the guests, and click Assign role.
Administrators can view and manage all leads for the event. To remove an administrator, delete them from the list. If they had this responsibility, select another replacement administrator first.
GRANT BOOTH STAFF ACCESS FOR EXHIBITORS
Exhibitors receive their role through assignment to a booth.
- Open Content > Exhibitors and select the exhibitor, or create a new one using Create exhibitor.
- Go to the ScanMyLead section and turn on App access. If app access is turned off, no one from this exhibitor can log in to the app.
- Under Locations and Sessions, select which rooms and sessions belong to this exhibitor. Leads from these rooms are visible to the exhibitor, and check-ins at these sessions become leads for them.
- Go to the Staff section and click Add staff member.
- Select the guests and click Add staff member.
For each person, the staff list shows the booking code, the number of leads, and under App login, whether and when they last logged in.
| Note: A person can be assigned to only one exhibitor per event. If you add them to another exhibitor, they will be moved there. If an exhibitor shop has been set up for your event, staff members are added automatically through shop registration. |
APP SETTINGS FOR EACH ROLE
Under Configure > App settings, you can customise each role:
- Display name: Is displayed in the app instead of the role name.
- Default language: Applies until a person selects a language themselves.
- Manual search: Allows visitors to be searched for by name or company if a badge cannot be read. A maximum of 10 results appear per search.
- Visible PWA tabs: The areas the role sees in the app. Click Restore role default to reset the selection.
Click Save.
MULTIPLE ROLES FOR ONE PERSON
If a person has multiple roles, for example administrator and booth staff, the app asks What would you like to work with? after they log in.
The role can be changed at any time via the menu using Switch role.
DO YOU HAVE QUESTIONS?
If you have any questions, our Customer Service Team will be happy to help.