Generate an Invitation Link for Contact Persons to an Event

This guide walks you through generating an invitation link for a contact person in the Toddoo Organiser Portal, allowing them to access their event portal. You’ll need a contact with a name and email and at least one event visible in CRM. You’ll open the CRM area, locate the customer’s contact, open the invitation popup, select the event, and generate the link. The result is a confirmation URL you can copy and share. Estimated time: 2 minutes. Tip: make sure to select the correct event before generating the link.

Step-by-Step Quick Text Guide

1. Open the Organiser Portal routes.

2. Go to the Organiser Portal dashboard.

3. Navigate to CRM.

4. Open the customer details view.

5. Go to the Contact Persons section.

6. Click the Send Invite icon for the contact.

7. Select the Event in the selector.

8. Click Generate Link.

9. Copy the displayed confirmation URL.

Common Mistakes & Fixes

Opened the wrong area → Make sure you’re in CRM and can see the Contact Persons section.

Event not selected → Select an Event before generating the link; it’s mandatory.

Expected an automatic email → The system generates a link only; copy and send it manually if needed.

No permission to access CRM → Ask an administrator to grant Organiser CRM rights.

Link not copied → Click the displayed link again to copy it; a short confirmation appears.

FAQ

Q: Where can I find contact persons?

A: In CRM, open the customer details view and go to the Contact Persons section.

Q: Which field is required?

A: The Event field is required before generating the link.

Q: Can I modify a link after generating it?

A: No, but you can generate a new one by reopening the invitation popup and selecting the correct event.

Q: What should I do if generation fails?

A: Select an Event and try again. If access is blocked, check your CRM permissions.

Q: Who can generate invitation links?

A: Organiser users with CRM access to the customer’s contact persons.