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User Management


PRESENTER < account

Each speaker's account can have one or more people that access it. These instructions explain how to add, remove and update users from a speaker's account.

Change password, name or email

change password
You can update yours or another user on the account's email, phone, password, mail preferences, and access level.

To change another user (besides yourself), you must be signed in as an ADMIN or SPEAKER level user.

  • Log in to eSpeakers and access the USER MANAGER TOOL »
  • Click a user to select them, then click the EDIT button below.
  • Update any of the fields on the screen:
    • USERNAME is picked by the system and cannot be changed.
    • To change the password, set the PASSWORD field to SET PASSWORD TO, and enter a value in the box below it. Passwords must be between 6 and 10 characters.
    • If you change your own password. you'll have to re-login immediately.
  • Click the SAVE button to confirm your changes.

Add a new user

new user
As a speaker, you may be the running the show on your own, but you may also have one or more staff or assistants helping you out. Each person who should be able to access your eSpeakers calendar should have their own login. This allow the system to helpfully track who has done what, and to assign tasks to different individuals.

There is no charge for extra users on a speaker's account.

  • Log in to eSpeakers and access the USER MANAGER TOOL »
  • Click the NEW USER button along the left.
    The username is generated automatically and cannot be changed.
  • In the next screen, set ACCESS LEVEL:
    IS THE SPEAKER level authority can do anything, including adding and removing other users.
    ADMINISTRATOR has the same authority as the SPEAKER and can do anything on the account, including adding and removing other users. There are typically very few Administrator level accounts per speaker.
    FULL ACCESS level users can see all of the event data, and make changes to events and profile. They cannot add or remove other users on the account. They cannot change the master ActionLists, nor the Library Templates. This is the common access level for most users on the account.
    READ ONLY can see all of the event data, but cannot make changes.
    TRAVEL ONLY can see limited event data. Can see and make changes to the travel tab on an event.
  • Enter the user's NAME, EMAIL, and PHONE.
  • Password: you should set the new user's initial password by setting the PASSWORD field to SET PASSWORD TO, and entering a value in the box below it. Passwords must be between 6 and 10 characters.
  • Select desired EMAIL PREFERENCES to control what types of email notices the user will receive. The new user can update these at any time.
  • Click SAVE CHANGES.
  • To notify the user of their username/password: click the LOGIN ID created, then select SEND PASSWORD from the drop-down list. An email will be sent with username and password.

Remove a user

When a user should no longer have access to your speaker account, you can remove their access. You will need to be signed in as a user with SPEAKER or ADMIN level access remove another user.

There are two ways to remove a user: you can DELETE or REMOVE FROM SPEAKER. You'll normally use DELETE; it is appropriate when the user being removed is only associated with one speaker's account. If the user is associated with more than one speaker's account and they should retain access to other speakers, you should use REMOVE FROM SPEAKER.

  • Log in to eSpeakers and access the USER MANAGER TOOL »
  • Select the speaker(s) along the left from whom you wish to remove the user. For most users there will be only one speaker in the list (their own).
  • reassign
    From the list of users, click the LOGIN ID to be removed to select it, then click the DELETE button or the REMOVE FROM SPEAKER button as appropriate.
    Use DELETE if the user is only associated with one speaker's account.
    Use REMOVE FROM SPEAKER if the user is associated with more than one speaker's account and they should retain access to other speakers.
  • A confirmation dialog is displayed with a dropdown list of the other users still on the speaker's account.
    • Select one of these users to be assigned any Actionlist items or Speakertracks that had been assigned to the user being removed.
    • Click the blue button to confirm your choice and perform the action.

Change your email preferences

The eSpeakers system sends out many types of email to its members. Our intention is that these are all useful, but there may be some you'd rather not receive. To control which types of email you receive from us:
  • Log in to eSpeakers and access the USER MANAGER TOOL »
  • Select the Speaker(s) for whom you want to make the change. Note that email preferences are per-speaker-per-user, which means that a single user who is attached to more than one speaker can control email preferences separately for Speaker A vs. Speaker B.
  • Select the user from the list. If you are an ADMIN or SPEAKER level user can change the preferences for other users.
  • Click the EDIT button, and find the list of email preferences on the right side of the screen that appears.
  • Select desired EMAIL PREFERENCES to control what types of email notices you (or the selected user) will receive.

Working with multiple speakers

multiple speakers
Organizations like speaker management companies, bureaus, professional development organizations, etc. usually work with many speakers, even hundreds. A single eSpeakers user can be attached to many speakers, giving the user easy access to all the speakers they work with using a single sign-on.


When you sign into the user manager with a username that is already attached to more than one speaker, you'll see some additional buttons below the list of speakers you have access to. To get your username attached to an additional speaker, have someone else in the organization attach you as an existing user to the new speaker, or have the speaker send a request to support@espeakers.com with your login and request that you be given access.


Attach an existing user

For organizations managing more than one speaker, it's common to give existing eSpeakers users access to new speaker accounts. To do this, you will "attach" an existing eSpeakers login to the new speaker(s). This is preferable to creating a brand new username for them that is related to the new speaker because it avoids requiring them to sign-out and sign-in using a different username each time they want to work with a different speaker's account.

You'll need to be a SPEAKER or ADMIN level user already attached to more than one speaker account to perform this function.

  • On the left side of the User Manager select the speaker or speakers (you can attach to more than one speaker at a time) to whom the existing eSpeakers user should be given access.
  • Click the ATTACH EXISTING USER button
  • Type the existing eSpeakers username (example: ZRIDGES) into the box, select an access level (example: FULL ACCESS), and click the ATTACH button to complete.


Replace Action Lists

For organizations managing many speakers, it's common to onboard a new presenter whose ActionLists and Library Templates are the default set. These organizations typically have a set of customized ActionLists that they have customized and would like to use for the new speaker. One way to achieve this would be to hand-enter the desired ActionLists on the new speaker's settings screen, but there's a better way!

You'll need to be a SPEAKER or ADMIN level user already attached to more than one speaker account to perform this function.

To copy ActionLists from an existing speaker (who has them set up in the desired way) to a new speaker:

  • On the left side of the User Manager select the speaker or speakers whose ActionLists you want to replace.
  • Click the REPLACE ACTIONLISTS button
  • In the dialog, select one of the other speakers from the dropdown and click the REPLACE button to finalize.
    This is a one-way trip that cannot be undone. The target speaker(s) ActionLists will be completely removed and replaced with a copy from the speaker you select.


Replace Templates

For organizations managing many speakers, it's common to onboard a new presenter whose ActionLists and Library Templates are the default set. These organizations typically have a set of customized Library Templates (contract, invoice, thank-you, etc.) that they have customized and would like to use for the new speaker. One way to achieve this would be to manually add a copy of each desired template on the new speaker's Library screen, but there's a better way!

You'll need to be a SPEAKER or ADMIN level use to perform this function.

To copy Templates from an existing speaker (who has them set up in the desired way) to a new speaker:

  • On the left side of the User Manager select the speaker or speakers whose Templates you want to replace.
  • Click the REPLACE TEMPLATES button
  • In the dialog, select one of the other speakers from the dropdown and click the REPLACE button to finalize.
    This is a one-way trip that cannot be undone. The target speaker(s) Templates will be completely removed and replaced with a copy from the speaker you select.