Background
Roles are a feature designed for team-based event management.
The roles in your account (if any) and the users available for each role are defined by an account administrator on Account Settings > Management > Roles.
In this pop-up window you can assign any of those roles to your event.
Where you open the pop-up window depends on your user type.
Event Builders and Administrators access the window via Plan > Event Setup > Details > Assign Role.
A Registration Support User who is the event's Owner is defined by the event planner in Plan > Event Details.
From the Event Dashboard you can access the window via Event Dashboard > Assign Role.
Quick Tips
- Select the role(s) to assign to the event.
- Select the user(s) to assign to each role.
- Click Save.
More Details
About Roles in Step 1
The roles to choose from are those that an administrator has set up for the account and selected users as "available" to them.
Note: Once you have assigned any users to a role, and saved, that role is no longer available for selection.
About Users in Step 2
The users you can select from are those an Administrator has made available for that role (Management > Roles).
Whether you can assign more than one user to a role is set by an Administrator (on Management > Roles).
If you're an Event Builder or Administrator (opening this window from Event Setup), each role automatically has all its "available" users assigned to it for the event. You can then deselect any if you choose to, but if a role is marked as "Required" (on Management > Roles), you must select a user.
If you're a Registration Support user (opening this window from the Event Desktop), no users are assigned by default; you select them manually.
Any comments about this Help topic? © 2020 Certain, Inc. Note: Help topics may include features to be released.
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