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User Management Overview (Admins + Attendees) 

Chati has two types of users — attendees and admins. Learn how to add, update, and manage both, plus important rules around email addresses and passwords. 

Two User Levels

Chati has two categories of users at the account level: 

Attendee users:
Event participants — visitors, presenters, moderators, and booth staff. 
Admin users: Users with backend access to configure events and manage settings. They can also attend events as participants. 

Attendee Users

Attendee users are anyone who participates in an event. This includes: 

  • Visitors who browse spaces and consume content 
  • Presenters who speak or lead sessions or posters 
  • Moderators who oversee conversations in chats 
  • Staff members who help in booths or assist other users 

Admin Users

Admin users have additional access to the Chati Admin. The most common admin type has full access to create events, add content, and configure spaces and settings. 

When an admin user is added to an account, they automatically receive an email from Chati containing their login link and a temporary password. They will be prompted to set their own password on first login. Please note that once an admin is added to an account, they must separately be added as authorized admins to applicable events. 

Admin User Roles

Roles define what an admin can see, add, update, delete, and execute within the Chati Admin. Common roles include Full Access and Read-Only. An admin can be granted multiple roles. 

Email is the Unique Identifier

Each user profile is tied to a unique email address. Within a single account, you cannot have two profiles using the same email address. 

A single profile can be registered to multiple events in the same account. When this happens, the profile data — name, company, job title, and password — is shared across those events. 

Note:  If an attendee is registered for multiple events that each require a password, they use the same password for all of them. The active password is always the one that was set most recently. 

      User Types

      User Types are an optional way to further categorize attendees. This can be used for reporting purposes or to target specific groups with tailored content, communications, or access. 

      Areas of Chati that support User Type in some way: 

      • Preview period access 
      • Navigation menu items 
      • Dynamic banners 
      • Announcements 
      • Marquees 
      • Emails 
      • Data portal menu items 
      • Bulk time zone settings for registered users 

      Note:  A user profile can only hold one User Type at a time. If multiple events in the same account need different User Types for overlapping attendees, consider setting those events up in separate accounts. 

      Admin actions at the account level 

      Import Users

      Upload a file to bulk-create or update attendee profiles in the account. Importing users here does not register them to any events — it only creates or updates their profile. Mappable fields include all default Chati profile fields and any User Defined Fields set up in Account Settings. 

      Set User Password

      Administrators can reset the password for any existing admin or attendee user. Resetting a password does not send any notification to the user. 

      Change User Level

      Administrators can reset the password for any existing admin or attendee user. Resetting a password does not send any notification to the user. 

      GDPR Forget User

      This feature anonymizes a user's personally identifiable information (PII) — name, email, phone, and physical address — across all events in the account. The anonymized data is replaced with randomly generated characters. Attendance and activity data is preserved; reports will still reflect their participation, but display the system-generated identifiers instead. 

      Note: Forgetting a user is irreversible. Once confirmed, the PII cannot be recovered.

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