Important notes:
The NineID platform is highly configurable and tailored to each customer’s needs.
Permissions and available features in your dashboard may differ.
If you have questions about your permissions or setup, please contact your Site Admin (Key User) first.
Managing Event Components
Below the event details, you'll find several tabs for managing the event's components:
Users
View and manage the list of users attending the event. You can add users by clicking the + ADD button, which provides options to Create User, Add Existing, or Import from File.
1. Create User (Add Manually)
This option allows you to add a new user by manually filling in their details:
First Name and Last Name (required)
Email Address (required, used for invitations and login)
Mobile Phone (optional, can be used for authentication or contact)
Roles (required, defines the user’s permissions)
Company (optional, link the user to one or more companies)
After entering the details, click Save to create the user. The user will then receive an email invitation to register (Example below — please note that this will appear with your own company branding.)
2. Add Existing
If the user already exists in the platform (e.g., created earlier for another event, group, or company), you can simply search and select them from the existing users.
No need to re-enter details.
3. Import from File
This option allows you to bulk upload multiple users at once.
Prepare a CSV or Excel file with the required fields (e.g., First Name, Last Name, Email, Role).
Upload the file to automatically create multiple user accounts in one go.
This is the most efficient option if you need to onboard a large group of users.
You can also download event badges from this tab.
⚠️ Note: Badges should not be downloaded in advance. A badge is only valid once the user has completed the full registration flow and all required tasks. Badges should therefore be downloaded upon arrival, after tasks have been completed.
Documents
Upload, view, and manage documents related to the event. You can filter documents to show only "Active documents" or "All documents."
Adding a Document
To upload a new document:
Click the Add Document button in the top-right corner.
A pop-up window will appear.
Drag and drop your file into the upload box, or click inside the box to select a file from your computer.
Click Upload to complete the process.
📌 Note: Only generic documents can be uploaded here. These files will be stored in the system but will not affect the validation of tasks.
Deleting Documents
To remove one or multiple documents, select the checkbox next to the document(s) and click Delete Selected.
⚠️ Note: the documents added to the event are also visible to the group admins of the groups assigned to the event. They can also add/remove documents in this section.
Logs
The Logs tab provides a complete activity history, allowing you to track all actions taken within the platform. It is especially useful for auditing, troubleshooting, and verifying user activity.
Viewing Logs
Each log entry includes:
Date → The exact time and date of the action.
Actor → The user who performed the action.
Action → What was done (e.g., added a user, uploaded a file, removed a document).
This gives you a transparent overview of all changes and activities.
Filtering Logs
You can filter logs to narrow down the activity you want to review:
Use the dropdown menu (default: All Time) to open the Filter Date Range.
Select a custom date range using the calendar.
Early → Shows the earliest entries within the selected range.
Continuous → Displays logs across the entire selected period.
Click Clear to reset the filter back to All Time.
Tasks
In the Tasks section, you’ll find all tasks, grouped by status. This helps you track what needs to be done and what has already been completed.
Task Overview
Each task shows:
Description → The name or subject of the task.
Type → The type of task (e.g., Event, etc.).
Assigned → The date the task was assigned to you.
Last Updated → The date of the most recent update.
Valid To → The expiration date of the task (if applicable).
Status → Whether the task is To do or Done.
You can filter tasks by status (Active tasks or All tasks) using the dropdown menu at the top.
Managing a Task
Clicking on a task opens the Task Details view, where you can:
Change Status → Toggle between To do and Done by using the status dropdown.
Delete Task → Remove a task by clicking Delete Task (top right corner).
Validity Dates → Some tasks allow you to set or edit Valid From and Valid To dates.
Related Documents → Linked documents (if any) are shown here.
This ensures you always know what actions are pending and helps keep your compliance up to date.
Approvals (if enabled)
Track the status of any approval requests related to the event. Click on an approval to see the details, provide a reason for approval or decline, and mark the task as done.