Assign Roles

Background

Roles are a Certain feature designed for team-based event management.

The roles in your account (if any), and the users available for each one, 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.

The location where you open the pop-up window depends on your user type.

Event Builders and Administrators access this window via Plan > Event Setup > Details > Assign Role.

A Registration Support User who is the event's Owner (as set by the event planner in Plan > Event Details) accesses this 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

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

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 deselect users

You can deselect any users 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

If you're a Registration Support user (opening this window from the Event Desktop), no users are assigned by default; you select them manually.

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