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Standalone Management Portal

Written by Anthony Sergeant
Updated today

Standalone Management Portal

The Standalone Management Portal gives attendees a self-service page where they can update their own profile information. It works independently of registration pages and is accessed via a unique link per attendee.


What It Is

The portal is a single page tied to a specific attendee. When an attendee opens their unique link, they can view and edit their profile details for the event without needing to log in or create an account.

  • No registration page required - works for events where attendees are added manually or via import

  • One link per attendee - each attendee receives their own unique URL that loads their specific profile

  • No authentication - attendees access the portal directly from the link without signing in


Enabling the Portal

The portal is controlled by a per-event toggle. It must be turned on before attendees can access their management links.

  1. Open the Web Dashboard and navigate to your event.

  2. Go to Settings.

  3. Toggle Enable Self Management Portal to the on position.

If the toggle is off and an attendee tries to access their link, they see a message indicating the feature is not available for this event.


How Attendees Access the Portal

Each attendee has a unique management URL based on their attendee ID. You can distribute this link in several ways.

  • Invite emails - embed the link in your invitation email template so attendees receive it automatically

  • Manual sharing - copy the attendee's management link from their profile on the web dashboard and send it directly

  • Confirmation messages - include the link in post-registration confirmation communications

The management link grants access to that attendee's profile without authentication. Treat these links as sensitive and share them only with the intended attendee.


What Attendees Can Do

The portal provides a simple form where attendees can review and update their details.

Update Profile Information

  • First name - update their first name

  • Last name - update their last name

  • Email - change their email address (validated for correct format)

  • Plus ones - adjust the number of additional guests they are bringing (0 to 50)

  • Guest notes - add or edit free-text notes (for example, dietary requirements or accessibility needs)

The plus ones field is hidden for membership lists, since plus ones are not applicable in that context.

Upload a Photo

If face recognition check-in is being used for the event, attendees can upload a photo of themselves through the portal. The system generates a face vector from the photo for use during check-in.

  1. Open the management portal via the unique link.

  2. Click the photo upload area.

  3. Select or capture a clear, front-facing photo.

  4. The system processes the photo and confirms the face was captured.

If the photo does not contain a detectable face, or contains multiple faces, the system returns an error and asks the attendee to try again with a different photo.

Remove a Photo

Attendees can remove a previously uploaded photo by checking the delete option and saving their profile. This clears the stored face vector.


Admin Perspective

All changes made by attendees through the portal are recorded in the attendee's history on the web dashboard. Each change entry includes a timestamp and details of what was modified.

  • Field changes - each modified field shows the old and new value (for example, "First Name: 'Jon' to 'Jonathan'")

  • Photo uploads - recorded as "Face vector uploaded via Standalone Management Portal"

  • Photo removals - recorded as "Photo removed"

View these history entries by opening the attendee's profile from the guest list on the web dashboard.

All updates include a UTC timestamp so you can see exactly when each change was made.

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