Organizations Manager: Built-In Fields and Custom Fields

The Built-In Fields and Custom Fields sections of the Organization Manager tool allow Site Admins to manage data that appears on the exhibitor's online profile.

Jump to Section:

• Built-In Fields
• Organization Profile Sections
• Custom Field Actions
• Custom Fields Settings
• Map and Sync Custom Exhibitor Fields from Global Admin
• Sync Product Category Fields from Global Admin

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Built-In Fields

The Built-In fields section in the Organization Manager allows you to toggle visibility and edit permissions for the 16 default fields on the organization profile.

Selecting the Hide this Field? radio button removes field visibility from the online profile for all users, and it does not appear when an exhibitor edits their information. 

Selecting the Display Only? radio button enables visibility of the field on the online profile but prevents exhibitors from editing the field value. This setting allows for displaying data that is managed by the show management team. (e.g., New Exhibitor)

Selecting the Edit Only? radio button removes visibility from the online profile but allows exhibitors to enter a value in the field when editing their information. This setting is most commonly used to collect data not meant for display on the front end. (e.g., Address fields)

Selecting the Required? radio button makes the field mandatory and requires it to be populated when updating and saving the organization profile.  

Important Notes

The Page URL field is available for non-IDP sites. It allows exhibitors to define a vanity URL and replace the default link to their profile page. The default URL suffix appears as /exhibitors/exhibitor/:organization_ID. Exhibitors can replace this parameter to create a personalized profile page URL if enabled.

The built-in Social Media fields, including Facebook, Instagram, LinkedIn, and Twitter, do not sync back to Global Admin or the Mobile App. To display social media fields in the mobile app, the A2Z team recommends creating, mapping, and syncing custom exhibitor fields from Global Admin to the Event Portal. 

Organization Profile Sections

Fields on the organization profile are visible in one of three sections: About, Contact, or Custom. By default, each section shows the following:

• About - Shows the company name, description, year founded, page URL, and website fields
  
• Contact - Shows the company address and social media link fields
  
• Custom - Enables an additional subsection containing additional fields

In addition to displaying default built-in fields, you can add additional custom fields in any of these sections on the organization profile. 

Custom Field Actions

Select the appropriate section to begin managing custom fields. 

Click Expand All Fields to view the contents of each custom field, including field configuration settings and options. 

Custom Field Settings

You can define several customizations when managing custom fields on the organization profile.  

Editable field settings include: 

• Label - The field name that appears on the profile block after saving it. After creating a field, the associated field ID appears next to the label.

• Type - Denotes the kind of field based on one of four options: Dropdown, CheckBox, Radio Button, or Text Field.

• Display Only - Enable the field's visibility on the profile but prevent exhibitors from editing the field value. 

• Hide from Filters - Disable visibility as a filter on the exhibitor list. 

• Edit Only - Disable visibility on the profile but allow exhibitor access to edit the field value.

• Required - Make the field mandatory and require it to be populated when updating and saving the organization profile.  

Map and Sync from Global Admin

You can map and sync pre-existing custom exhibitor fields, pavilions, and sub-expos from Global Admin to display them on the organization profile block in the Event Portal. 

Important Note: Edits to custom fields created in Global Admin cannot be made in the Event Portal. If updates are made after a field has been mapped, it must be re-synced to the Event Portal to display updates successfully. 

Map and sync data from GA by first navigating to Admin Panel > Site Building Tools > Organizations Manager and then completing the following:

1. Click the profile section where you wish to display the custom exhibitor field (About, Contact, or Custom)
2. Click Add Exhibitor Mapped Field.
3. Select the Question Statement, Pavilion, or SubExpo from the dropdown list.
4. Click Save.

Sync Product Category Fields from Global Admin

You can sync a pre-existing product category list from Global Admin to automatically display it for exhibitors to select from when editing their About section.

Syncing product categories imports them from booth information copied from a previous event. If synced, however, prior exhibitor selections only sync after the Product Category List sync has been set up.

Sync the product category list and prior exhibitor selections from Global Admin by first navigating to the Admin Panel and then completing the following:

1. Click Site Building Tools.
2. Click Organizations Manager.
3. Click About.
4. Click Categories.
5. Click Sync Product Categories from A2Z.
6. After confirming that all options have been successfully imported, click Save.

When syncing from GA, edits to the product category list cannot be made in the Event Portal. Edits must be made in Global Admin. When edits are made to the category and sub-category list in GA, return to the About > Categories page and click the Sync Product Categories from A2Z button again.