What are People without account?
People without account allow Organizers to set up a Participant's profile that will be displayed on the Event, without giving the Participant in question access to the platform.
An example of how this feature can be beneficial is if you have a Speaker that is not going to need an account to login, but you still want them to have a profile to be displayed in your Speakers page.
Note: Because Participants who have Profiles without account do not have access to the platform, and thus your event, they will not be able to use any of the platform's functionalities. In other words, emails from the Email Manager will not be sent to them; they will not be able to schedule and participate in Meetings, nor will they be able to interact with other Attendees through the chat feature.
How to set them up
To set up people without account, go to the Studio > Data > People tab > Add people button. Once there, you will have 3 options:
1. If you're importing People via an Integration
Please note that it is not possible to create People without account for those who are registered via your Integration tool. This is because when your Participant registers to the event via your ticketing system, it is mandatory that they provide an email address, and if there is an email address attached to the Participant, they will automatically be imported into Swapcard as a Profile with account.
2. If you're importing People via an Excel sheet
Locate the column in the import sheet called "Has an account (req.)". Note "no" if you want your Participant to be uploaded but you do not want them to have access to their account; note "yes" if you want that Participant to have a Swapcard account.
3. If you're creating profiles manually
If you manually created your Participants, by default, they will be People with account (because an email address is a mandatory field). However, you can easily transform their profile into one without an account. To do this, go to Data > People tab > select the Participant that you wish to transform into a Profile without account. On that Participant's detail page, navigate to the bottom of the Settings tab, and click on Transform to a person without account.
Note: If at any point you want to transform a Participant's profile to a People without account (whether you imported People via the Integration tool or via the Excel sheet), the process described above remains the same.