Manage Team Members in the Capture App

How to manage team members in the Capture app

Exhibitors are able to manage their onsite team from within the Capture app. This allows exhibitors to invite staff to their team to share lead data and view combined performance.

To manage team members in the Capture app Exhibitors will need to be provided their profile login details to access the app. Team members will also need to be created as profiles in the Core before they can be added to a team.

To invite team members through scanning

  1. Login to Capture app
  2. Click Manage on the home screen
  3. Select Manage Exhibitor Team
  4. Click +
  5. Accept the conditions
  6. Click Add by Scan
  7. Scan the QR code of the team member you wish to add

To invite team members through email address

  1. Click Manage on the home screen
  2. Select Manage Exhibitor Team
  3. Click +
  4. Accept the conditions
  5. Click Add by Email
  6. Enter the email address of the team member you wish to add (this will need to be the email address associated with their profile in the Core)

To view team members

  1. Click Manage on the home screen
  2. Select Manage Exhibitor Team

Members who are part of the team and have accepted the invite are listed under Team Members. Those who are yet to accept the invitation are listed under Pending Team Members. This list will also display all available contact information for team members, managed from the Core.

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