Task · Portals

Give a sponsor their own allocation

Allow a partner to hand out a capped set of tickets themselves, and manage any updates independently.

9 steps · About 5 minutes

  1. Open Portals and select New portal

    If it's not in the sidebar, add it from All features at the foot of the sidebar list. See Features.

    Your eventSharePortals
  2. Give it a Name

    Who this allocation is for. A Registration address is optional, and leaving it blank builds one from the name. Either way Tito adds a random ending, so nobody can guess the address.

    go.tito.io/acme/summer-fetes-summer-fete/admin/portals/new
  3. Under How the allocation works, choose how they're limited

    Any tickets, up to the allocation takes a total and a tick against each ticket type they may issue. A set number of each takes a number per type, and the allocation is the sum of those. Leave every ticket type unticked to set the portal up without tickets, for one that only shares files or one whose allocation isn’t agreed yet.

  4. Add a Contact email if you have one

    That's where the private portal link goes.

  5. Switch on Lock this portal to specific email addresses or domains if only certain people should get in

    List one address or domain a line, like amgen.com or paul@amgen.com. Anyone else who follows the link is asked to sign in and turned away. Leave it off and the link works for whoever holds it.

    Switch on Stop giving out tickets from this portal at a set time if they have a deadline, and set Stop at on the event's clock. After it they can't give out any more tickets, and the ones they've given out keep working. See Portals.

  6. Select Create portal

    Nothing is emailed yet.
  7. On the portal's page, open Link and send it

    If you gave a contact email, the button beside it opens an email to them. Start from a suggested message fills the subject and the body with wording you can change. Their name goes at the top and the private link underneath, so you write the part in the middle.

  8. Open Ticket types to change what they can hand out

    Each answer saves as you make it. Switching every ticket type off takes the portal back to handing out no tickets, which you can do until its first ticket goes out.

    To change how the allocation works, select Set a number for each ticket type under the list, give each type its number, and save. No number can go below what the portal has already handed out of that ticket type.

    A portal that already has a number for each ticket type offers Use one total instead, which keeps the total the numbers added up to. Change it with Edit, under Allocation.

  9. On a portal with no tickets, select choose the ticket types to add them

    Tick the types and set the Allocation in the same form. Adding tickets doesn’t email anyone. If you’d already sent the portal, its page offers Email them with a message about the new tickets, or Hide this if you’ve told them another way.

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