Event and Webinar Access Control

Event and Webinar Access Control

Access Control

It is possible to restrict access to the event based on different methods of access control. Currently only one type of access control can be set on a single event. Different types of access control currently supported are:
1. No Access control: Anybody having the event URL can access the event
2. Username / Password: Same username and password for everyone
3. Email registration: Person must give their own email before they can access the event
4. Form: Administrator can create custom Event form to give access to the event:
      A) Register & Login: Any person can fill in the details in the form and register for the event OR
      B) Login: Administrator defines the people allowed to login and e.g. send the Participants their personal password.
5. Tickets: Person must buy ticket to event before they can access the event page

1. No Access Control

This is the default option. When selected, the access to the event is not restricted in any way. Anyone can access the event.

2. Username / Password

Allows you to specify a username and a password for the event. 


When set, anyone accessing the event will be prompted by a login screen asking them for a username and a password:


3. Email Registration

With this access control method, anyone accessing the event will be required to enter an email address before being able to access the event player page.


Normally after registration user will be directed to go the event itself.
If you select 'SEND REGISTRATION LINK TO GIVEN EMAIL ADDRESS,' the system instead sends an unique link to the given email address, but is not directed to the event itself even if the event is going on. User can enter the event by clicking the received link. There is no need to register again. After selecting this checkbox you will need to fill in the information of the email to be sent.



The admin can view the list of registered users in the event's admin page by navigating to the 'REGISTRATIONS' tab:


4. Form

The account administrator can create a custom Event form to give access to the event. There are two ways to utilize custom forms:
      A) Register & Login: Any person can fill in the details in the form and register for the event OR
      B) Login: The administrator defines the people allowed to login and e.g. send the Participants their personal password.

There is an option to select 'SEND REGISTRATION LINK TO GIVEN EMAIL ADDRESS'. This works same way as it does with 'Email registration', but when you are creating the form you MUST have a field named 'email' as one of the fields.

A) Form to Register & Login

Creating the Register / Login form is done under Forms:



To do that:
1. Select "Add Event Form"
2. Write Form name
3. Optional: Write Receiver email address (send info about registrations to that email)
4. Select Submit Type: Login / Register
5. Then you can add the form fields by clicking "Add Field".



The following are types of fields available:
- First name
- Last name
- Company (name)
- Email
- Password
- Text (custom text field)
- Check box 

In addition, each field can be marked as "Required" if the information is mandatory.

After that, click "Save" and your form is created. 


Then, return back to your Events and select from Access control the required Form:


The click "Save" to save the new event settings: 

When you open the Event URL you can see the registration form ready to go:


After people register for the event you can see them under the Participant tab for your event:


There you can Block or Delete the participant if you want.

B) Form to login to an event

When using the Form only for logging in, the Participants are added to Suite Events e.g. with CSV file.

Creating the Login form is done under Forms:



To do that:
1. Select "Add Event Form"
2. Write Form name
3. Optional: Write Receiver email address (send info about registrations to that email)
4. Select Submit Type: "Login"
5. Then you can add the form fields by clicking "Add Field". This time you can only enter e.g. Email and password




Likewise, with Register & Login form, the same types of fields are available:
- First name
- Last name
- Company (name)
- Email
- Password
- Text (custom text field)
- Check box 

In addition, each field can be marked as "Required" if the information is mandatory.

After that, click "Save" and your form is created. 


Return back to your Events and select from Access control the required Form:



Then click "Save" to save the new event settings.

When you open the Event URL you can see the event landing page with Login form ready:


As the form is used only for Login, the Administrator needs to add the participants to Suite by going to the event's Participants sheet:


At the bottom of the page you need to click the "Add Participants" button, which opens an area to Drag & Drop a CSV file. An example CSV file looks like this:



You can get the example file from your Icareus contact.

After you have drag&dropped the CSV file to Suite:


The system will tell you "File added, please choose action to start upload." You can click "Add" to add the contacts as participants or "Replace", if you want to replace the existing participants.



Participants are now added to the system.

If wanted, the list of participants can also be exported as CSV for further use.

5. Event Tickets

When using tickets with premium events, the end user can buy one or more ticket(s) to the single event without registration to the system.
Read more about using Tickets from here.

6. Participants CSV

A list of participants can be uploaded to the event as a CSV file. The uploaded CSV file should be UTF-8 encoded, and the fields must be delimited by either a comma (,) or a semicolon (;). The first record of the CSV file should be the header, containing a list of field names. Currently the list of supported field names are the following:

Field name
Description
emailAddress
The participant's email address. This value is displayed in the event's participants list under Email and is used in login forms as the email address.
firstName
The participant's first name. This value is displayed in the event's participants list under 'First Name'.
lastName
The participant's last name. This value is displayed in the event's participants list under 'Last Name'.
company
The participant's company. This value is displayed in the event's participants list under 'Company'.
password
The participant's password used to access the event if an appropriate access control method is set using a viable login form.

Here is a sample CSV file with all of the above fields names defined on the first row of the CSV file.

  1. emailAddress,password,firstName,lastName,company
  2. test.user@icareus.com,password,Test,User,Icareus
  3. another.user@icareus.com,password,Another,User,Icareus
The above CSV creates the following users to the event it is uploaded to:

Email
First Name
Last Name
Company
Password
Test
User
Icareus
password
Another
User
Icareus
password

Wildcards in emailAddress field

It is also possible to enter a wildcard value to the emailAddress field in the CSV. This allows you to create a login form where the username can be any email address that ends in the specified domain, and the password for all email addresses ending in that domain is going to be the same. See the below CSV as an example:
  1. emailAddress,password
  2. test.user@test.com,1234
  3. *@icareus.com,icapassword
The above CSV will create 2 participants to the event: "test.user@test.com" and "*@icareus.com". If a login form is then added to this event with an Email Address and Password fields, it will result in the following scenario:

  1. A user can successfully login to the event using the email address "test.user@test.com" and the password "1234"
  2. A user can successfully login to the event using any email address that ends in "@icareus" (i.e. test@icareus.com) and the password "icapassword"



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