This guide will walk you through how to access, view, and edit these profiles to ensure your event data is accurate and well-organized.
Within the dashboard, there are three Data Type categories: Participants, Companies, and Items. Once your Data Types have been created, navigate to the Data tab in the navigation bar. You will see these three categories, each with your specific Data Types listed underneath. When you click on a Data Type under either Participants, Companies, or Items, you will be directed to their respective dashboard profile page.
In This Article, We Will Cover:
- Overview of a Participant Profile Page
- Overview of a Company Profile Page
- Overview of an Item profile page
- FAQs
Overview of a Participant Profile Page
Viewing a Participant Profile
To view a participant profile, click on the Data Type you have created under the Participants category. The profile will automatically display dates and times in your local time zone.
Note: Dates and times within profile pages reflect your local time zone.
Profile Information: Upon entering a participant’s profile page, you will land on the Profile tab. Here, you can view and edit the 'Basic Profile Information' section. This includes:
- Profile picture
- Participant's name(s)
- Headline
- Job title(s)
- Company name(s)
- Location
- Preferred language in the platform
- Badge scan ID
Headlines Limit: 140 characters. We recommend keeping headlines within 15-20 characters to capture attention effectively, allowing users more time for productive meetings. Typically, Grip structures the headline as "Job Title at Company."
Summary Section: Next, you can view, input, and edit the 'Summary' field, displayed on the participant's profile within the event platform.
Summary Limit: 2,000 characters. To ensure optimal visibility, we suggest keeping the summary within 150-200 characters.
Contact & Login Details:
On the right-hand side, under Contact & Login Details, you’ll find the participant's email, registration ID, and phone number. The email and registration ID are especially important for first-time logins, as participants will use these details to access the platform and set up their permanent password.
Contact Details Visibility: If contact sharing is enabled, you can view the participant’s chosen visibility settings (e.g., Disabled, Connections, Private, Public).
Additionally, you can manage login settings here:
- Reset Password: Allows you to reset the participant's password and login details.
- Reset Onboarding Status: If you reset the onboarding status, the participant will see the onboarding screen the next time they access the event.
- Reset Login Settings: Resetting login settings makes the participant inactive and requires them to log in again and set a new password. However, please note that the participant's status label on the dashboard will still display as "Active." Resetting login settings does not reset the onboarding status.
Basic Profile Information:
- Created: [Date the profile was created]
- Last Updated: [Date the profile was last updated]
- Status in Event: Displays as either Active or Inactive.
Login Activity:
Under Logins, you can view the date and time of each login based on your local time zone. If the participant hasn’t logged in yet, you will see "Never" displayed.
- Web: [Date and Time or "Never"]
- Android: [Date and Time or "Never"]
- iOS: [Date and Time or "Never"]
Data Type:
- Type System Name: This is the internal name displayed on the Grip Dashboard.
- Type Display Name: The name visible to users on the event platform.
- Type Category: Identifies whether the type is a participant, company, or item.
Events Attending: A list of events that the participant has been added to.
Custom Groups: Displays any custom groups the participant is part of. This is particularly important for MustMeet events and helps display participants within lists on the event platform.
Teams: Shows the team name if "My Team" has been activated for the participant.
Custom Fields: Below the summary section, you can view and edit the participant’s Custom Fields. For more information on Custom Fields, click here.
Relationships Section: This section displays the Exhibitor ID when you add a company relationship. Note that you cannot add an item or participant relationship to a participant profile.
- To add a company relationship, click Add Company Relationship. A pop-up window will appear, allowing you to select the relationship type and the associated company.
Sessions Section: This section shows the sessions the participant is speaking at and attending (added to their schedule). Once you have made the necessary updates, click Save Changes at the bottom right of the page.
Settings: After saving the changes, proceed to the Settings tab at the top left of the page.
Promotion Section: The first section displayed under Settings is the Promotion section. Here, you will find toggles for the featured label, email footers, top of lists, and adding to the featured section (web). 
Default Meeting Location: In this section, you can set the participant's default meeting location, such as a booth assigned to an exhibiting company, a specific room at an event venue, or an online room. These locations are set up in the Meeting Locations page within the dashboard. 
Unstructured Profile Data: This section shows how the profile is linked throughout the dashboard.
Advanced Settings: In this section, you will see:
-
- Is in Search Index: Indicates whether this profile appears when searched.
- Profile Contains Enough Information to be Recommended: Indicates whether this profile has sufficient information to be recommended.
Permissions Information: The final section on the participant profile page is Permissions Information. This section displays the permissions of the Data Type your participant is in. Permissions can be changed on the Event Data Types page. Click here to see our article on the Event Data Types page.
Overview of a Company profile page
A Company profile page closely resembles a Participant profile page, allowing similar customization options. On a Company profile page, you can:
- Add a Company Logo: Recommended size is 1000x1000px.
- Upload a Hero Image: This banner appears on the company’s profile within the event platform. The recommended size is 1476x634px.
- Enter the Company Name and Headline.
- Set the Location and Scan ID. These fields are optional.
- Provide a Summary: Offer a brief description of the company.
- Customize Custom Fields: Include any additional details specific to the company.
- Manage Relationships: You can add 'Participant relationships' and 'Item relationships.'
After making the necessary updates, click Save Changes to apply them.
To adjust settings, click Settings at the top left of the page. This section mirrors the settings available on a Participant profile page. Once you’ve made the necessary adjustments, click Save Changes.
At the top left of the Profile settings page, click Permissions Information. Within a Company profile, you will see fewer permissions than those available on a Participant profile. These permissions can be edited on the Event Data Types page in the dashboard.
Overview of an Item profile page
Item Profile Overview: An Item profile page is nearly identical to a Company profile page. The main difference is that you can add up to 10 item images, and you can only add a Company relationship.
Settings: Click Settings at the top left of the page. This section is identical to the settings section of a Company profile page. Once complete, click Save Changes.
Permissions Information: At the top left of the Profile settings page, click Permissions Information. Similar to participant and company permissions, item permissions can be edited in the Event Data Types page in the dashboard.
Frequently Asked Questions (FAQs)
Q: Can I add multiple logos to a Company profile?
- A: No, only one company logo can be added per Company profile. The recommended size for the logo is 1000x1000px.
Q: Is it possible to set a default meeting location for participants?
- A: Yes, you can set a default meeting location for participants in the 'Default Meeting Location' section of the profile settings. This location could be a booth, a specific room at the event venue, or an online meeting room.
Q: How do I add a Participant relationship to a Company profile?
- A: To add a Participant relationship, go to the 'Relationships' section of the Company profile page and click on 'Add Participant Relationship.' Then, select the participant and define the relationship.
Q: Can I upload multiple hero images to a Company profile?
- A: No, only one hero image can be uploaded per Company profile. The recommended size for the hero image is 1476x634px.
Q: What is the maximum character limit for headlines on a Participant profile?
- A: The maximum character limit for headlines is 140 characters. However, we recommend keeping headlines within 15-20 characters to effectively capture attention.
Q: How do I edit the permissions for a Data Type?
- A: Permissions for Data Types can be edited on the 'Event Data Types' page in the dashboard. This allows you to control what each Data Type can access or modify.
Q: Can I add item relationships to a Participant profile?
- A: No, item relationships cannot be added to a Participant profile. Item relationships are managed through Item profiles.
Q: What should be included in the Summary section of a Participant profile?
- A: The Summary section should provide a brief overview of the participant, ideally between 150-200 characters. It appears on the participant’s profile within the event platform.
Q: Are there any restrictions on adding Custom Fields?
- A: While there are no strict restrictions on adding Custom Fields, it’s recommended to keep them relevant and concise to maintain clarity for users.
Q: How can I view all sessions a participant is involved in?
- A: You can view all sessions a participant is speaking at or attending in the 'Sessions' section of their profile page. This includes sessions they have added to their schedule.
Q: Can I disable the "Job Title" and "Company Name" fields separately while allowing users to edit other profile fields?
- A: Unfortunately, it's not possible to disable the "Job Title" and "Company Name" fields individually without affecting other profile fields. The current functionality only allows you to either enable profile editing for all fields or disable it entirely. This means that if profile editing is disabled, it will apply to all fields, not just specific ones.