Microsoft Conference Management Toolkit

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CHAIR HOW-TO: Manage Conference Users Page

OVERVIEW

This will show the information given and functionality of the 'Manage Conference Users' page.

Note

There is no difference in the 'Manage Conference Users' page between Single and Multi-Track conferences.

NAVIGATE TO THE MANAGE CONFERENCE USERS PAGE

  • From the Chair Console, click Users tab, then 'Users.' The 'Manage Conference Users' page opens

Manage Conference Users

MANAGE CONFERENCE USERS PAGE HEADERS

The headers for the columns are as follows:
First Name - First name of the user
Last Name - Last name of the user
Email - Email used for their CMT account
Organization - The user's organization
Country - The user's country
Roles - The user's role(s) in the conference
User Tags - All user tags that were added to that user
Google Scholar ID Entered - The user's Google Scholar ID entered in their profile
Semantic Scholar ID Entered - The user's Semantic Scholar ID entered in their profile
DBLP ID Entered - The user's DBLP ID entered in their profile
OpenReview ID Entered - The user's OpenReview ID entered in their profile
Domain Conflicts Entered - If any conflicting domains were entered
Individual Conflicts Entered - If any individual conflicts were entered
Individual Conflicts Attested - If any individual conflicts were disputed
Last Visit (Pacific Time) - The last time the user visited the conference

All of these columns can be filtered.

Manage Conference Users

ACTIONS BUTTON

Here is a list of Actions from the 'Manage Conference Users' page

Add User to Role

Reviewer
• Invite
• Invite (Bulk)
• Manage (Invites)
• Import
• Manage

Meta-Reviewer
• Invite
• Invite (Bulk)
• Manage (Invites)
• Import
• Manage

Senior Meta- Reviewer
• Invite
• Invite (Bulk)
• Manage (Invites)

Email

Import
• Domain Conflicts
• Individual Conflicts • User Tags

Export

Delete • Individual Conflicts • User Tags

ADD USER TO ROLE

Click here for a more in-depth guide.

If a new user needs to be added to the conference (provided they already have a CMT account) it is done from this page.

  • Click Actions>Add User to Role

Manage Conference Users

  • Enter the email of the user, click 'Search.'

Manage Conference Users

  • If a valid CMT account, click '+ Add This User to Conference'

Manage Conference Users

Choose a role form the 'Add Role' dropdown.

  • Click 'Save changes.'

Manage Conference Users

REVIEWER INVITE

  • From the 'Manage Conference Users' page, click Actions>Reviewer

Manage Conference Users

  • Click 'Invite' from the secondary menu

Manage Conference Users

Click here for a more in-depth guide to inviting individual reviewers.

REVIEWER INVITE (BULK)

  • From the 'Manage Conference Users' page, click Actions>Reviewer

Manage Conference Users

  • Click 'Invite (Bulk)' from the secondary menu

Manage Conference Users

Click here for a more in-depth guide to inviting reviewers in bulk.

REVIEWER MANAGE INVITES

  • From the 'Manage Conference Users' page, click Actions>Reviewer

Manage Conference Users

  • Click 'Manage Invites' from the secondary menu

Manage Conference Users

Click here for a more in-depth guide to managing reviewer invites.

REVIEWER IMPORT

  • From the 'Manage Conference Users' page, click Actions>Reviewer

Manage Conference Users

  • Click 'Import' from the secondary menu

Manage Conference Users

Click here for a more in-depth guide to importing reviewers.

REVIEWER MANAGE

  • From the 'Manage Conference Users' page, click Actions>Reviewer

Manage Conference Users

  • Click 'Manage' in the secondary menu

Manage Conference Users

This brings up the 'Manage Reviewers' page.

Manage Conference Users

META-REVIEWER INVITE

  • From the 'Manage Conference Users' page, click Actions>Meta-Reviewer

Manage Conference Users

  • Click 'Invite' from the secondary menu

Manage Conference Users

Click here for a more in-depth guide to inviting individual meta-reviewers.

META-REVIEWER INVITE (BULK)

  • From the 'Manage Conference Users' page, click Actions>Meta-Reviewer

Manage Conference Users

  • Click 'Invite (Bulk)' from the secondary menu

Manage Conference Users

Click here for a more in-depth guide to inviting meta-reviewers in bulk.

META-REVIEWER MANAGE INVITES

  • From the 'Manage Conference Users' page, click Actions>Meta-Reviewer

Manage Conference Users

  • Click 'Manage Invites' from the secondary menu

Manage Conference Users

Click here for a more in-depth guide to managing meta-reviewer invites.

META-REVIEWER IMPORT

  • From the 'Manage Conference Users' page, click Actions>Meta-Reviewer

Manage Conference Users

  • Click 'Import' from the secondary menu

Manage Conference Users

Click here for a more in-depth guide to importing meta-reviewers.

META-REVIEWER MANAGE

  • From the 'Manage Conference Users' page, click Actions>Meta-Reviewer

Manage Conference Users

  • Click 'Manage' from the secondary menu

Manage Conference Users

This brings up the 'Manage Meta-Reviewers' page.

Manage Conference Users

SENIOR META-REVIEWER INVITE

  • From the 'Manage Conference Users' page, click Actions>Meta-Reviewer

Manage Conference Users

  • Click 'Invite' from the secondary menu

Manage Conference Users

Click here for a more in-depth guide to invting individual senior meta-reviewers.

SENIOR META-REVIEWER INVITE (BULK)

  • From the 'Manage Conference Users' page, click Actions>Meta-Reviewer

Manage Conference Users

  • Click 'Invite (Bulk)' from the secondary menu

Manage Conference Users

Click here for a more in-depth guide to inviting senior meta-reviewers in bulk.

SENIOR META-REVIEWER MANAGE INVITES

  • From the 'Manage Conference Users' page, click Actions>Senior Meta-Reviewer

Manage Conference Users

  • Click 'Invite (Bulk)' from the secondary menu

Manage Conference Users

Click here for a more in-depth guide to managing senior-meta-reviewer invites.

EMAIL

Emails can be sent from this page. The chair can elect to filter it for specific criteria or email all users.

  • Click Actions>Email

Manage Conference Users

The 'Send Email' page opens. The chair can elect to use a premade template or write a new email, possibly using placeholders.

  • Click 'Preview & Send emails.'

Manage Conference Users

IMPORT DOMAIN CONFLICTS

  • From the 'Manage Conference Users' page, click Actions>Import

Manage Conference Users

  • Click 'Invite (Bulk)' from the secondary menu

Manage Conference Users

The 'Import Domain Conflicts' page opens.

  • Click 'Download Template'

Manage Conference Users

  • Fill out the template with the emails and domains, then save it.

Manage Conference Users

  • On the 'Import Domain Conflicts' page, click 'Upload'

Manage Conference Users

  • Select the file

Manage Conference Users

  • Verify the information then click 'Save Changes'

Manage Conference Users

IMPORT INDIVIDUAL CONFLICTS

  • From the 'Manage Conference Users' page, click Actions>Import

Manage Conference Users

  • Click 'Individual Conflicts' from the secondary menu

Manage Conference Users

The 'Import Individual Conflicts' page opens.

  • Click 'Download Template'

Manage Conference Users

  • Fill out the template with the emails and domains, then save it.

Manage Conference Users

  • On the 'Import Individual Conflicts' page, click 'Upload'

Manage Conference Users

  • Select the file

Manage Conference Users

  • Verify the information then click 'Save Changes'

IMPORT USER TAGS

  • From the 'Manage Conference Users' page, click Actions>Import

Manage Conference Users

  • Click 'User Tags' from the secondary menu

Manage Conference Users

The 'Import User Tags' page opens

Manage Conference Users

Click here for a more in-depth guide to importing user tags.

EXPORT

  • From the 'Manage Conference Users' page, click Actions>Export

Manage Conference Users

These are the columns that are exported to xml to be then transferred to Excel.

First Name
Middle Initial (optional)
Last Name
Email
Organization
Country
Roles
Last Visit
Google Scholar URL
Semantic Scholar URL
DBLP URL
OpenReview Id
Domain Conflicts
Individual Conflicts

EXAMPLE OF FILTERING FOR EXPORT

For this example, the chair would like to know the countries reviewers have listed in their profile.

  • Filter the Roles column for Reviewer.
    (In this example the number of users drops to 14 from 25)

  • Click Actions>Export

Manage Conference Users

A text file with the same information in the 'Manage Conference Users' page opens.

Manage Conference Users

  • Copy the contents and paste into an Excel document to view easily.

Manage Conference Users

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