General Information

This article is used to help explain some general information about the iGUIDE Portal.

The iGUIDE Portal is the system used to store the database of all iGUIDEs. An account is required to access the iGUIDE Portal.

There are several important functions that are critical to iGUIDE production that is performed in the iGUIDE Portal. They are available directly from the menu bar:

1. Create iGUIDEs:

   • Click on +Create iGUIDE to start the creation process.

   • An iGUIDE must be created in the system before data can be uploaded for processing.

   • There are 6 steps in the create iGUIDE process.

     • See the "Creating an iGUIDE" article for more details.

2. Manage iGUIDEs:

   • Click on My iGUIDEs to see a list of all available iGUIDEs to:

     • Upload data for processing

     • Make changes to iGUIDEs that have already been drafted.

   • Here you have access to any iGUIDEs that you, or anyone of your sub-accounts, have created.

3. Create Sub Accounts:

   • Click on Dashboard to:

     • View and create new sub-accounts for photographers.

     • Provide support to staff (booking, administration etc.) who may need access to either creating iGUIDE URLs or managing current iGUIDEs. (More information on this is provided below.)

To add a new photographer as a sub-account holder:

1. Log in to the Portal at manage.youriguide.com.

2. Click on the Dashboard tab.

3. Click on +Create New Subaccount, refer to Figure 1.

Figure 1 - Creating a sub-account

4. Add the new team member’s First name, Last name and Email in the appropriate text fields.

   1. Once the required information has been input, click the blue Create button. The new team member will receive a Portal invitation to sign in and create a password. Refer to Figure 2.

Figure 2 - Enter new team member’s information

D. Support: To access support materials click on the Support tab to access camera manuals, training videos, and marketing materials. Refer to Figure 3.

Figure 3 - Planitar Support Area

E. General Settings: To access General Settings, click your username in the top right-hand corner of the screen and choose Settings, refer to Figure 4.

The following options are available under General Settings:

1. Contact Details - View which banner is your default for all iGUIDEs

2. Manage Images - add/remove uploaded images such as Headshots, logos and images for custom banners

3. Manage Banners - Create new, or edit banners for your iGUIDEs. Banners can also have iGUIDE defaults applied, see the "Banner Settings" article for more details.

4. iGUIDE Defaults - Set up your iGUIDE defaults, when a banner does not have specific Defaults set, these are used as your base iGUIDE settings

5. Edit Profile - Update the Name and email of the account holder (does not include billing information, please contact support via the Helpdesk to update billing details.

6. Change Password - change your Operator account password. To reset a forgotten password, please follow this link: Password Reset

Figure 4 - General Settings