How do I create my account on first login and set up contact sharing?

In this article, you’ll learn how to set up your account on the networking platform for the first time.

To access the networking platform for the first time, you'll need to set up a password by "claiming" your account using a Badge ID or Registration ID. This ID is typically provided by the event organizer and can also be found in the welcome email from the event platform.

Please note that some event organizers may use the Badge ID (often used for event entry) or a unique Registration ID for login. To confirm which one to use, refer to the welcome email you received from the networking app.

Table of Contents

  1. Steps to Claim Your Account and Set Up a Password
    1. Access the Welcome Email
    2. Get Started with Networking
  2. Onboarding Process
  3. Contact Sharing
  4. Exports
  5. FAQs

Steps to Claim Your Account and Set Up a Password:

1. Access the Welcome Email

To begin, look for a welcome email from the networking platform or event organizer. This email contains your login details, including the temporary Registration ID (Badge ID), which will be used for both the web and mobile app versions of the platform.

2. Get Started with Networking

Follow these simple steps to claim your account:

  • Step 1: Open the networking platform and click on Login.
  • Step 2: Enter the email address associated with your registration.
  • Step 3: Input your temporary Registration ID (Badge ID) from the welcome email.
  • Step 4: Create your personal password and click Create Account.

That’s it! You’ve now successfully claimed your account. Going forward, you can sign in using your email and the password you just created.

Onboarding Process

The onboarding steps may vary slightly depending on the event platform setup and your participant type. You might encounter additional or different fields to complete. Below is an example of what you might see after claiming your account.

After logging in, you'll land on a page with fields to complete for the event. Some events may have Custom Fields (some of which may be pre-filled from the registration platform) designed to enhance your networking experience.

Updating your profile not only increases your visibility to others but also helps the platform provide better recommendations based on your interests.

Example: Specify company size

  1. Click on a field to begin.
  2. Select the appropriate value by either clicking directly on it or using the search bar for more specific options.
  3. Once finished, press Update on the pop-up screen.ezgif.com-video-to-gif-converter (3)-1

Note: You can always update or modify custom field information later via your Profile page.

Contact Sharing

Your contact details may already be pre-populated. If not, you can edit them later via the My Profile section.

Note: You won’t be able to edit your email or phone number from this screen, but you can make those changes in the My Profile section after onboarding. ezgif.com-video-to-gif-converter-Sep-16-2024-04-10-56-2224-PM

In the Visibility settings, you can decide who can view and export your contact details (email and phone number). Depending on the event setup, you may have the following options:

  • Private: Your contact details are hidden from everyone on the platform.
  • Connections Only: Only your connections can see your contact details (this is the default option in the below example).
  • Public: Your contact details are visible to everyone on the platform.

In rare cases, contact visibility settings may not be enabled at all.

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You’ve successfully completed the onboarding steps. Click 'Start Networking' to begin using the platform.

Exports

As you start using the event platform and connecting with other event participants, the event organizer may have enabled export options. Depending on your access, there are two places where you can find these exports if they are available:

  1. Individual Level: Go to My Profile > Exports. For more information, refer to the support article What Exports Are Available and How Can I Export My Meetings and Connections Data?.
  2. With Access to 'My Team': Check the support article What Exports Are Available Under My Team? for details on exporting data at the team level.
 Note: The contact details included in exports depend on the sharing settings chosen by each event participant.

FAQs

Q: What if I didn’t receive my welcome email?

  • A: Check your spam or junk folder first. If you still can’t find it, contact your event organizer or the support team to resend the email.

Q: Can I use the same email and password for both the web and mobile versions?

  • A: Yes, once your account is set up, you can use the same email and password to log in on both the web and mobile versions of Grip.

Q: I forgot my password. How do I reset it?

  • A: On the login page, if your email isn't recognised  press the "Email me a password reset link" button. Follow the instructions sent to your registered email to reset your password.

Q: I keep getting the message “Something unexpected happened, please try again” when trying to log in. What should I do?

  • A: This error is usually related to a VPN, firewall, or network issue. It could also be due to poor Wi-Fi or mobile data at the venue. Try disabling your VPN or switching to a more stable network.