Navigate Sponsor & Exhibitor Manager
If you're finding your feet in Sponsor & Exhibitor Manager, this article is your map to the interface. It assumes you're already familiar with the core concepts (Projects, Events, Forms, Themes), so if those are new, start with the Sponsor & Exhibitor Manager Overview. You'll get the most from this article with the product open in front of you. Once you know your way around, continue to The Sponsor Experience to take a look at what your Sponsors see.
How the Organiser View Is Laid Out
The Organiser View is what you see when you're signed in as an organiser, as opposed to the Sponsor Dashboard your Sponsors see. It's where you build your Event, manage Forms, and review Submissions. It has four main areas:
The key thing to remember: the Main navigation changes with your context. What you see depends on whether you're at Team Overview, in Settings, inside a Project, or inside a single Event. Team Overview and Settings are covered in detail just below, and Working Inside a Project or Event covers what changes once you're inside one.
If a feature seems to be missing, the usual reasons are your current context or your permission level. The Navigation tips and FAQs at the end of this article cover the most common cases.
Team members hold a role of member or owner for account and team-management purposes (see Add a Teammate in Sponsor & Exhibitor Manager Forms and Workflows article).
Team Overview
Team Overview is your home base, the highest level of the Organiser View and the first screen you see when you sign in. It lists all your Projects and the Events inside them, and is where you create new work and find existing work.
From Team Overview, you can:
A newly created Project is pinned to the top of your list with a "New" badge, making it easy to find right after you create it. The badge clears automatically once the Project ages out or gains its first Event.
An Event that is currently underway shows an "On Now" status instead of "Today," so multi-day Events that have already started are clearly indicated at a glance. Events scheduled later the same day still show "Today."
Team Overview is always available from the far-left rail, so you can return here from anywhere.
Settings
Settings is where you manage everything that applies across your whole account, rather than to a single Project or Event. Come here for reusable content, the people on your team, and your account history. Open it from the far-left rail, and access the following:
Working Inside a Project or Event
This is where you'll spend most of your time. Opening a Project or an Event within it changes what the Main navigation shows, so you always have the right features for your current context.
From Team Overview, open a Project to drill into its work; its feature menu appears in the Main navigation. To narrow further, open an Event within the Project. The context selector at the top then shows both the Project and the Event. It's a clickable breadcrumb: click any step to jump to that level (for example, click the Project to step out of an Event). Team Overview itself is always available from the far-left rail.
The feature menu adjusts to whether you are working at the Project or Event level. Here's what's available and where:
More on what opens when you dig into these features:
Summary is a good place to start whenever you open a Project or Event: it gives you progress and key details at a glance, so you can see where things stand before diving into a specific feature.
Note: When you select a Project, an Events item appears in the Main navigation. When you select an individual Event, the Events item is not shown because you are already inside a single Event.
Switch Between Company Accounts
If you manage Sponsors for more than one company (for example, as an agency contact), you can move between those company accounts without signing out.
The company you're currently working in is always shown at the bottom of the far-left rail, as a thumbnail or initial, so you can see which account you're in at a glance.
The Organiser View reloads in the context of the company you selected. You only ever see the data that belongs to the company you're currently in.
Your Account
Your account menu sits at the bottom of the far-left rail, where the company you're currently in is shown as a thumbnail or initial. Open it to see the current company's name, a dropdown to switch companies, Settings, and Log out.
Your account Settings contain:
Note: 2FA can also be enforced for everyone in your organisation at once, rather than left as an individual choice. This is currently set up and managed by Jomablue admins on request. If your organisation has 2FA enforced, you'll sign in with a password plus an authenticator code, and if you've only ever used a one-time email code before, you'll be prompted to set a password the next time you sign in.
Where to Find Common Tasks
Use this as a quick locator: it tells you where each task lives. For the step-by-step, follow the linked article. “Open the Project or Event” means selecting it from Team Overview first, so the right feature menu is shown.
Navigation Tips
A few patterns make the interface easier to predict:
FAQs
These are interface and navigation questions.
Why has the Events item disappeared from my menu?
You're inside an individual Event. The Events item appears at the Project level only, since it lists the Events that make up a Project. Use the context selector at the top to step back to the Project, and it will reappear.
Why can't I see my Project or Event in the list?
Check the Past, Upcoming, and All tabs at the top of Team Overview. Upcoming is the default view. If a Project or Event doesn't have a deadline set, it won't appear under Upcoming; switch to All to find it.
Why can't I see a feature I expected to find?
It's almost always your current context. Many features only appear inside a Project or Event, or in Settings. Use the context selector at the top to check where you are, then open the right Project or Event. Less commonly, it may be related to your role. See the note under How the Organiser View Is Laid Out above.
Where can I see everything that's waiting for my review?
Open a Project or Event → Submissions and filter to Needs review. Check each Project this way to see what's waiting on you there.
Can I search for a specific Sponsor?
You can search for a Sponsor using the search bar in the Sponsors & Exhibitors section.
Where do my archived Projects go, and can I bring one back?
Archived Projects are kept in Settings → Archived Projects. Yes, you can bring one back: open the archived Project, click the three-dot menu, and select Unarchive Project. This will return to your active Team Overview list. See Unarchive a Project in Sponsors and Submissions article
If I delete a Project or Event, can I get it back?
No, deletion is permanent. There is no way to restore a deleted Project or Event. If you may need it again later, archive it instead of deleting it.
How do I know which company I'm currently working in?
The company you're currently in is shown at the bottom of the far-left rail, as a thumbnail or initial. Its full name also appears at the top of your account menu.
What time zone are dates and due dates shown in?
Time zone follows the Event's settings. See What time zone are due dates and reminders shown in? in The Sponsor Experience.
Where do I manage Form Templates and Themes?
In Settings → Content. Form Templates and Themes both apply across your account rather than to a single Project or Event, so they live in Settings rather than inside a Project.
How do I move between Projects and Events without going back to Team Overview?
Use the context selector at the top. It's a breadcrumb of where you are, and you can click any step in it to jump to that level. For example, click the Project to step out of an Event. To move to a different Project, return to Team Overview from the far-left rail and open it from there.
Where do I find a record of the emails the platform has sent?
In Settings → Sent emails. The list shows each recipient, subject, mail type, the Project or Event, the status, and the sent and created dates. See View Sent Emails in the Sponsors and Submissions article for what you can do from there.
How do I switch between company accounts?
Click your account name at the bottom of the far-left rail and select the relevant company from the dropdown. See Switch Between Company Accounts above.
Can I enforce two-factor authentication for everyone in my organisation?
Yes. This can be set up by Jomablue on request, applying to everyone in your organisation rather than being left to individual users. Once enforced, anyone signing in with only a one-time email code is prompted to set a password. See the note under Your Account above.
What happens to a teammate's record after I remove them?
It stays in your Team users list, marked as removed, rather than disappearing, so you keep a history of who's had access, and you can add them back at any time without creating a duplicate record. See Add a Teammate in Sponsor & Exhibitor Manager Forms and Workflows article for the full detail.
Where do I build or send emails to my Sponsors and Exhibitors?
Under the Email Campaigns group inside a Project: Email Templates to build a reusable template, Send Bulk Emails to send one, and Drafts or Sent to find one you've started or already sent. See Sponsor & Exhibitor Manager Email Campaigns for the full walkthrough.
Where can I get help if I'm stuck?
You can reach the Jomablue support team through the Jomablue help centre, which includes help articles and chat support.
