How to Create and Manage 'My Team'

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. 

In this article, we’ll cover:

• How to create 'My Team'
• Overview of the My Team portal
• Meetings
• Leads
• Company Chat
• Contacts
• Team Members
• Company Profile
• Product
• Account
• Settings
• 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.

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
• 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:

1. Manage Meetings: Filter meetings by scheduled, pending, awaiting response, and declined statuses.
2. Team Member Filters: Filter meetings by specific team members.
3. Calendar View: Customize the display by choosing different calendars.
4. Create Meetings: Seamlessly create new meetings directly from this section.

How do I manage Leads under 'My Team'?

The 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 (read more about what qualifies a participant as a lead/connection here). 

Lead Activity Tags: These tags provide a quick overview of interactions and are visible across the platform.

Lead Qualificaiton: Assign and modify lead qualifications using the star rating system, qualification questions and comments under 'View Lead Details'. Each update generates a note in 'History' for tracking.
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For detailed insights, refer to our dedicated article on the Leads page.

How do I use company chat under My Team?

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 Team?

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 details, 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 Team?

The My Team section displays all team members associated with your team. The first person to create the team is automatically assigned as the Admin.

Admins have additional permissions compared to regular team members:

✅ Admins can:

1. Edit team member roles – Promote other members to Admin or revert them to Team Member status.
2. Edit team member profiles – Modify details for other team members.
3. Invite new team members – Add additional members to the team.

🚫 Team Members cannot:

• Edit other team member profiles.
• Change team member roles.
• Invite additional members.

How to invite team members

1. If this is enabled you will see Click "Invite Members" at the top right of the My Team page.
2. Fill out the required details in the invitation form.
   • The form will indicate the maximum team size, which varies based on the Event Organizer’s settings.
3. Send the invitation to add the new member to the team.

Managing team members

Editing Your Own Profile & Availability

• Click the settings cog next to your profile to update your details and manage your availability.

Managing Other Team Members (Admins Only)
If you are an Admin, clicking the settings cog next to a team member’s profile will give you additional options:

• Edit Profile – Modify their profile details.
• Manage Availability – Adjust their availability settings.
• Change Role to Admin – Promote them to Admin.
• Remove Member from Team – Remove them from the team.

How do I edit the company profile under My Team?

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 Cover Image

To edit the cover image (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:

1. Click on the profile image icon shown in the screenshot below.
2. A new section will appear where you can select "Choose File."
3. Ensure that you use the recommended image size.

How do I manage products under My Team?

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 Team?

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 do under the Settings page under My Team?

The Settings page is designed to assist you in organizing the Lead qualifications that you and your team members will compile during the event.

To create Questions and define the answer types (paragraph, single select, or multi-select), follow these steps:

1. Navigate to the Settings tab within My Team.

2. Click on '+New Question' located at the bottom of the page.

3. Compose your questions, select the appropriate type, and add answer options for single and multi-select questions.

4. If you want to allow team members to provide alternative answers, check the 'other' option for single and multi-select questions.

5. When you finish creating the Lead Qualification form, remember to save your changes.

Once you have set up this form, all team members will have access to these questions in Lead details. All responses, along with the history of updates, will be visible to everyone in Lead details, including the assigned scores, history and comment sections.

 

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

 

FAQs

Q: Can I download Leads and Teams Results to a CSV file?

A: No, you cannot directly download  Leads or Teams Results from the My Team portal. To export them, you need to convert your leads into connections/contacts first.

Q: Can I invite as many team members as I want?

A: No, the number of team members you can invite depends on the event setup. The limit will be displayed when you click "Invite Members."

Q: Why are certain features not available for my team?

A: Event organizers control which features are enabled for each event. If certain features aren’t available or if you want to request access or upgrade to a new plan, please contact the event organizer.

Q: I am not associated with a team and would like to set one up. What should I do?
A: This will depend on your ticket and event setup.

A: Whether you can set up a team depends on your ticket type and the event setup. If you'd like to create a team, please contact the event organizer for assistance.

Q: I want to add more products, but I can’t. Why is this?

A: The ability to add products depends on the event setup. Here’s how to check:

1. Click "Account" in your team portal to view your current plan.
2. If an upgrade is available, click "Upgrade" to see what additional features are included in the new plan.

For further questions or assistance, please contact the event organizer.

Q: If my company profile gets viewed or marked as interested before a team is created, will these actions show in Leads later?
A:

• Views: Will not be visible.
• Interests: Will be visible.
• Meetings: Will be visible.
• Badge Scans: Will be visible.

Q: Can someone who hasn’t set up their team still scan participants?

A: Yes, if badge scanning is enabled for the event and the participant has permission to scan:

• Scans will only show in their individual export (learn more about individual exports here.
• Once the participant joins a team, their scanned leads will automatically appear in the Team Export list. Learn more on Team exports here.