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.
Where you open this window depends on your user type.
- Event Builders and Administrators: Plan > Event Setup > Details > Assign Role
- A Registration Support User who is the event’s Event Owner (as set by the event planner in Plan > Event Details).
- Event Dashboard > Assign Role
Quick Tips
1. Select the role(s) to assign to the event.
2. Select the user(s) to assign to each role.
3. 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 (Management > Roles).
- If you are 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 users if you choose to.
If a role is marked as "Required" (Management > Roles), you must select a user.
- If you are a Registration Support user (opening this window from the Event Desktop), no users are assigned by default.
You select users manually.