The My Team portal is essential for managing all aspects of your team's activities and information on the platform, including meetings, leads, chats, company details, products, account settings, contacts and data exports.
This guide will walk you through the various features available within the portal.
Note: The My Team feature may not always be enabled by the event organizer. If you don’t see a prompt to create a team or the 'My Team' option in the top-right corner after your first login, this feature may be unavailable.
In this article, we’ll cover:
- How to create 'My Team'
- Overview of the My Team portal
- Meetings
- Inbound Leads
- Company Chat
- Contacts
- Team Members
- Company Profile
- Product
- Account
- Export
- FAQs
How to create 'My Team'
During your first login as part of the onboarding process, the first team member will be prompted to create 'My Team' and will automatically become the Team Admin. The Team Admin has extra privileges, such as the ability to assign other members as Team Admins.
Visibility: The team name is only visible to team members and event organizers, not other participants.
For more information on the onboarding process, please refer to this guide.
Overview of the My Team portal
Find the My Team portal in the top-right corner of the event platform. Inside, you’ll find sections for:
- Meetings
- Inbound Leads
- Company Chat
- Contacts
- Team Members
- Company Profile
- Products (if available)
- Account (if available)
- Export
How do I manage meetings under 'My Team'?
The Meetings section is the primary landing page when you access 'My Team'. Here’s what you can do:
- Manage Meetings: Filter meetings by scheduled, pending, awaiting response, and declined statuses.
- Team Member Filters: Filter meetings by specific team members.
- Calendar View: Customize the display by choosing different calendars.
- Create Meetings: Seamlessly create new meetings directly from this section.
How do I manage inbound Leads under 'My Team'?
The Inbound Leads page displays profiles of event participants who have shown interest in your team or company. This includes participants who have connected with your team or scheduled meetings.
Lead Activity Tags: These tags provide a quick overview of interactions and are visible across the platform.
For detailed insights, refer to our dedicated article on the Inbound Leads page.
How do I use company chat under My Teams?
Event participants can send messages directly to your company through its profile page. Any team member can respond to these messages as the company.
- Initiating Chat: Click on "Company Chat" to initiate and respond to messages. A chat box will appear at the bottom right corner of the page.
- Pro Tip: Remember to refresh the Company Chat page regularly, as there are currently no email notifications for new messages. More information on Company Chat can be found here.
What can I do on the contacts page under My Teams?
The Contacts page allows team members to view all contacts obtained by all team members. This shows participants relating to users who have connections and/or scheduled meetings with the team. You can click the settings cog to view lead notes, or delete a contact. This page is in an interactive table view meaning you can add and remove columns, filter, and show how data is displayed.
How do I manage team members under My Teams?
All team members will be displayed on this page. As previously stated, the first person to create the team will be the admin.
As opposed to a Team Member the Admin(s) has/have the right to:
1. Edit the role of team members, they can decide to make other people Admin(s) or Team Member
2. Edit other team member profiles
3. Invite additional team member(s)
As listed above a Team Member does not have the right to edit profiles/invite other team members. However, they have access to all the features of the Teams platform: booking meetings on behalf of other team members, view entire team calendar and more. Important note: you must be an admin to change the role of other team members.
2. Depending on the event you may be able to invite team members. To invite a team member click 'Invite Members' at the top right of the page.
3. Fill out the team member details as shown in the image below. This form will also indicate your maximum team size. This will vary depending on the Event Organizer setup
4. If you click on the settings cog on the right of your profile you have the ability to edit your profile and manage your availability.
5. If you are an admin and you click the settings cog on the profile of a team member you will have a few more options. These are; Edit Profile, Manage Availability, Change role to Admin, and Remove member from team.
How do I edit the company profile under My Teams?
From the Company Profile page, you can edit your company information and upload a branding assets. The available fields and options may vary depending on the event.
- Company Logo: The logo should be 1000x1000 pixels and in either JPG or PNG format.
- Cover Image: The cover image should be 1476x634 pixels with a maximum file size of 500 KB.
Editing the Company Banner
To edit the company banner:
Select "Click to upload a cover photo" or click the "pen" icon at the bottom right-hand side of the screen.
Changing the Company Logo
To change the company logo:
- Click on the profile image icon shown in the screenshot below.
- A new section will appear where you can select "Choose File."
- Ensure that you use the recommended image size.
How do I manage products under My Teams?
1. The product page is where you can add and view products associated with your company, these are usually products you are exhibiting at your event.
2. You can add a product by clicking the 'Add Product' button at the top right of the page (event dependant). You will then land on the screen pictured below. Add photos, enter the name of the products, headline, location, and summary, then click 'Add'.
What can I do on the account page under My Teams?
1. The account page will show which plan your team is on (set by the event organiser). If additional plans are set up which may include additional features for your team, you will se an 'Upgrade Now' button under your current plan. If you are on the highest plan, you will not get the option to upgrade.
2. If you wish to upgrade and click 'Upgrade Now' you will be taken to a page similar to the below. This will state what add ons you will receive by upgrading to a specific plan (event specific). To select the plan you want, simply click 'Upgrade' under the plan name.
What can I export under My Teams?
On the export page, you'll find several options to export important data related to your team’s activities at the event. These include:
Export Meetings
- This export generates a file containing all accepted meetings your team has at the event, along with associated participant details. You can choose to download the file in either CSV or Excel format.
Export Contacts
- This export creates a file with all your contacts’ details, including Lead Notes for specific contacts. Contacts include participants from all meetings and connections made on the event platform. You can download the file in CSV or Excel format.
Note: Due to GDPR, email addresses and phone numbers will only be shared for users who have opted to provide their contact details.
Export Session Check-In
- This export provides details of in-person session check-ins, including user profiles that were scanned during session check-ins. The report contains user emails, phone numbers, and other relevant information. Scanned users will also appear as Inbound Leads.
For more details on exports, refer to the dedicated article linked here.
FAQs
Can I download Inbound Leads and Teams Results to a CSV file?
You cannot download Inbound Leads and Teams Results from the My Team portal. Only event organisers have access to do this. Please contact them for information.
Can I invite as many team members as I want?
No, the number of team members you can invite will be displayed when you click invite members.
Why are certain features shown not available for my team?
The event organiser can set what is available to certain teams within the event platform. If you have any questions or want to request certain access or upgrade to a new plan, please speak to the event organiser.
I am not associated with a team and would like to set one up, what do I do?
If you are not associated with a team and would like to set one up, please speak to the event organiser.
I want to add more products but I can't, why is this?
The amount of products you can add to your team can be limited by the event organiser. If you click 'Account' within your team portal, you will see the plan you are currently on. Event organisers may have different plans setup which you can upgrade to. If this is the case for your event click 'Upgrade' and you will see what features you will receive by upgrading to certain plans. If you have any questions about this, please contact the event organiser.
If my company profile gets viewed/interested before the team is created by a representative logging in, will this be found in inbound leads when the representative does log in and generate the team?
- Views will not be visible
- Interests will be visible
- Meetings will be visible
- Badge Scans will be visible