Account Setup & Sign-In

Overview

Nigall accounts are created via django-allauth and power organizer tools, attendee registrations, module profiles (exhibitor, vendor, speaker), and subscription billing. This guide covers sign-up, profile setup, user types, and authentication flows.

Purpose

Establish a verified, correctly typed account so users unlock the right Tools hub modules and event experiences.

Who should use it

  • New organizers hosting their first event
  • Attendees registering for ticketed events
  • Exhibitors, vendors, venue managers setting up module profiles
  • Admins upgrading subscription plans

Benefits

  • Single sign-on across all Nigall apps (events, attendees, payments, etc.)
  • Subscription plan stored on account for tool gating
  • Profile data reused across registrations and networking
Action Path
Sign up /accounts/signup/
Sign in /accounts/login/
Sign out /accounts/logout/
Password reset /accounts/password/reset/
User profile /users/profile/
Edit profile /users/profile/edit/
Pricing /pricing/
Select subscription /pricing/select/

Prerequisites

  • Valid email address
  • Password meeting Django validators
  • (Optional) Company and job title for organizer profiles

Step-by-step instructions

Beginner — Create an account

  1. Navigate to /accounts/signup/.
  2. Enter email, username, and password.
  3. Submit the form.
  4. If email verification is enabled, confirm via the link in your inbox.
  5. You are redirected to My Events or the page you attempted before sign-up.

[SCREENSHOT: Sign-up form]

Intermediate — Set user type and profile

  1. Go to /users/profile/edit/.
  2. Set User type appropriate to your role:
User type Value Use
Event Organizer / Host organizer Create and manage events
Attendee / Participant participant Default; RSVP and register
Exhibitor exhibitor Exhibitor module applications
Vendor vendor Vendor marketplace applications
Venue Manager venue_manager Venue directory and bookings
  1. Add company, job title, bio, and avatar as needed.
  2. Save.

Organizers on Presenter Pro may have a talent_management.Account linked via CustomUser.account for Talent CRM. Set by platform admin or during talent onboarding.

Field descriptions

Field Model Description
Email CustomUser.email Login identifier
Username CustomUser.username Alternate login
User type CustomUser.user_type Default persona
Company CustomUser.company Organization name
Job title CustomUser.job_title Professional title
Bio CustomUser.bio Public profile text
Avatar CustomUser.avatar Profile image
Subscription plan CustomUser.subscription_plan free, basic, plus, pro
Billing cycle CustomUser.subscription_billing_cycle monthly, annual, per_event
Account (talent) CustomUser.account FK to talent CRM org

Business rules

Rule Detail
Free hosting Any authenticated user can create events
Tool gating Module tools require subscription tier on host account
Default user type participant on sign-up
Staff bypass is_staff users access all tools regardless of plan
Event host Event.host FK — not separate co-host role natively

Validation rules

  • Unique email and username
  • Password strength per Django settings
  • Avatar must be valid image format

User permissions

Action Anonymous Authenticated Staff
Sign up ✅ N/A ✅
Create event ❌ ✅ ✅
Access Tools hub ❌ Plan-gated ✅ all
Django admin ❌ ❌ ✅

Workflow

flowchart LR SignUp[Sign up] --> Verify{Email verify?} Verify -->|Yes| Confirm[Confirm email] Verify -->|No| Profile[Complete profile] Confirm --> Profile Profile --> Plan{Need paid tools?} Plan -->|Yes| Subscribe[Select subscription] Plan -->|No| Ready[Create events] Subscribe --> Ready

Examples

Corporate organizer: Signs up as organizer, upgrades to Essentials for Attendees + Communications, creates first event.

Conference attendee: Signs up as participant, completes attendee profile at first registration.

Best practices

  • Use a work email for organizers; personal email fine for attendees
  • Set user type before applying to exhibitor/vendor opportunities
  • Upgrade subscription before enabling gated modules on events

Tips

  • Bookmark /users/profile/ for quick access to plan and avatar
  • Password reset always available at /accounts/password/reset/
  • After plan upgrade, refresh Tools page (/events/tools/)

Common mistakes

Mistake Result Fix
Wrong user type Missing module dashboards Edit profile
Expecting co-host access Only event.host manages Share credentials or future org roles
Free plan + exhibitor toggle Field locked on event form Enterprise contact for exhibitors

FAQs

Is sign-up required for RSVP?
Not always — guest RSVP exists for link-based flows. Registration events usually require an account.

How do I upgrade my plan?
/pricing/ → Select plan → Stripe checkout at /payments/subscription/checkout/.

Troubleshooting

Symptom Cause Fix
Module toggles grayed out Plan too low Upgrade at /pricing/
Can't sign in Unverified email Check inbox / spam
Tools empty Free plan Subscribe to Essentials+

Screenshot placeholders

  • [SCREENSHOT: Sign-up page]
  • [SCREENSHOT: Profile edit with user type dropdown]
  • [SCREENSHOT: Pricing page plan comparison]

Administrator notes

  • Configure ACCOUNT_EMAIL_VERIFICATION in django-allauth settings
  • Staff accounts should be used sparingly for routine hosting
  • Link CustomUser.account for talent CRM customers

Developer/API notes

Item Detail
Auth Session cookies (web); JWT for /api/mobile/v1/
User model users.models.CustomUser extends AbstractUser
Mobile login POST /api/mobile/v1/auth/login/
Mobile me GET /api/mobile/v1/auth/me/

Next: Quick Start — Organizers · Roles & Permissions

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