> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/crm-event-manager/user-guide/web-portal.md).

# Web Portal

The Self Service feature enables clients and attendees to access CRM Event Manager through a web portal. Using the portal, users can search for events and register themselves or others for an event.

**Note:** A Sage CRM Self Service license is required to use the Web Portal feature.

### 1 Enable Self Service

To allow a person to access the Event Manager Web Portal, Self Service must be enabled for that person.

To enable Self Service:

1. Open the required **Person** record in Sage CRM.
2. Navigate to the **Self Service** tab.
3. Select the **Self-Service Enabled** checkbox.
4. Modify the login details, if required.
5. Click **Save**.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F6CtrEYSwBQXuIvkffHXM%2FSelf%20Service.png?alt=media&amp;token=b8a086ca-702b-4059-a1d0-116189d5ec72" alt=""><figcaption></figcaption></figure>

Once enabled, the person can access both the Self Service portal and the Event Manager Web Portal.

### 2 Logging in to the Web Portal

To access the **Event Manager Web Portal**:

1. Click **Start → Programs → Greytrix Event Manager** or **Start → Programs → Greytrix Business Manager**.
2. Select **Greytrix Event Manager Web Portal**.
3. Enter your login details.
4. Click **Login**.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FQQViHszD3XAsPAucG2zr%2FLogin.png?alt=media&amp;token=53742646-05e8-4096-b9ff-6f27788e5224" alt=""><figcaption></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FKXLPPlYJlU0lFuvfLPcQ%2FHome.png?alt=media&amp;token=77bfa663-8d49-40f4-b9d2-74a36655fef5" alt=""><figcaption></figcaption></figure>

### 3 Searching for Events

Select the **Events** tab to browse available events.

Users can search for events using:

* Event Name
* Event Type

After selecting an event, its description is displayed using the formatting created in the rich text editor during event creation.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FJoUH7pKm20moBrvzkHiT%2Fsearch.png?alt=media&amp;token=f718659a-80e0-427f-b072-f0a9eb3b0155" alt=""><figcaption></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FIcwNqh97nAf0SBg3Skeq%2FSummary.png?alt=media&amp;token=6245e271-f2ed-4991-9d56-e53d9f37136d" alt=""><figcaption></figcaption></figure>

### 4 Registering for an Event

After selecting an event, users can register either themselves or another person.

#### Register Yourself

When **Register Yourself for this Event** is selected, most of the required registration information is automatically pre-filled using the user's existing profile information.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FXMTlgfx4dfRYZGFjTK56%2FRegister.png?alt=media&amp;token=e4aa58bf-4e46-4a6c-b965-b412ca919dee" alt=""><figcaption></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FRTvoQOkBiLz4MP5QQktl%2FDetails.png?alt=media&amp;token=381cea34-d3ec-40b7-b4ae-931f35156e23" alt=""><figcaption></figcaption></figure>

#### Register Someone Else

When **Register Someone Else for this Event** is selected, additional information must be entered to complete the registration process.

After registration is completed, the attendee is automatically added to the **Attendance** tab within CRM Event Manager.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F6JZcgCWAuI3a7wRh0YQQ%2FRegister%20Other.png?alt=media&amp;token=344b7075-b726-4030-b579-c2f0bcfd95e5" alt=""><figcaption></figcaption></figure>
