Add New Client Contact

All events require a client contact person - this is the meeting requester or the decision maker for the event. Client organizations may be internal departments/divisions of your company or external client companies.

To add a new client person to an organization, select Clients and Organizations.

Use the Search box to find the client organization and select it by name.

Select New User to add a contact to this organization.

Enter the email address of the client contact, then enter your client information.

There are two options for Client Role - Requester or Manager.

Client Requesters are limited to seeing their own events when they log in to My Info -  Meeting Evolution's client portal. Client Managers will see all meetings for their organization when they log in to My Info.

If the contact is found in the email lookup, use +Connect to this Org to add the person to this organization.

A client person can be connected to multiple client organizations and have access to viewing all of the events/RFPs for all organizations they represent.

A client person at the top level parent organization can view events/RFPs for all child organizations connected to the parent organization.

To remove a person from an organization, select the contact by name from the contact listing.

Select the Status option to mark the user Inactive.