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Getting Started as a Client

One web app (/admin)

After sign-in you use the unified ema app at /admin (projects under /admin/projects/...). The old /client URL prefix was removed.

Welcome to ema. As a client, you have access to view and collaborate on the projects your organization is involved in. This guide walks you through signing in and finding your way around.

Where to Find It

Invitation email > ema sign-in > Client dashboard

Start from the invitation sent by your event team. After sign-in, you will see only the projects and features your organization can access.

What You'll Learn

  1. How to sign in to the client portal
  2. How to navigate your projects
  3. How to view schedules, budgets, and documents
  4. How to communicate with the event management team

Signing In

You'll receive an invitation email. Open it, click the link, and enter the 6-digit code from that same email to accept the invitation and sign in — there's no password to set. On later visits, go to your ema URL, enter your email, and ema sends you a fresh code. If your organization uses single sign-on (SSO), you'll sign in through that instead. See Signing in and account access for the full detail.

After signing in, you'll see a list of projects your organization is associated with.

Your Dashboard

AreaWhat It Does
Project listAll projects your organization is involved in
Project detailSchedule, budget, documents, and tasks for a specific project
ApprovalsItems waiting for your review and sign-off
DocumentsShared files, contracts, and reports

Your First Task: Review a Project

First Client Review

Step 1 — Select a project

Click on any project in your list to open its detail view.

Step 2 — Explore the tabs

Each project has tabs for schedule, budget, documents, tasks, and more. Browse through to see the current state.

Step 3 — Submit an approval

If there are pending approvals, you'll see a notification badge. Click into approvals to review and approve or request changes.

Key Concepts

TermMeaning
ProjectAn event you're collaborating on
ApprovalA request from the event team for you to sign off on a budget, schedule, or document
ScenarioA budget variation — you may see multiple scenarios to compare options
DocumentFiles shared with you, including contracts, proposals, and reports

Where to Go Next

Reviewing your first project

After sign-in, open your annual conference project, scan the dashboard for pending approvals, then check Documents for the latest proposal and Budget for the agreed scenario.

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