A Participant Type is used to group users based on their role or classification within the system. The Participant Type controls which features each group has access to. The Participant Type controls which agenda(s) each group has access to. This ensures users only see content relevant to their Participant Type.
Restricting Features by Participant Types
Restriction is performed by restricting one or more Features to display on the app's navigation menu based on Participant Type(s). To implement this, the manager should first assign Participant Type(s) to Attendee(s), then designate specific Features to only be visible to one or more Participant Type(s).
Step 1: Add Participant Type(s) to the Event
- Navigate to Related Resources > Participant Types.
- Click + New to create a new Participant Type.
Step 2: Assign Participant Type(s) to an Attendee's Profile
- Navigate to Main Navigation > Attendees.
- Edit next to an Attendee.
- Scroll down to RESTRICT CONTENT, then select one or more Participant Type(s) from the dropdown menu.
- Click Save & View or Save & List.
Step 3: Choose a Feature to restrict based on Participant Type (Optional)
- Go to Main Navigation > Edit (or Event Design > Features/Menu).
- Select a Feature (i.e., Agenda).
- Scroll down to Participant Types, and check off the Participant Type(s) you want to see this button on the app's navigation menu.
- If NO Participant Types are checked, then ALL Participant Types will see this button.
Step 4: Assign Participant Type(s) to an Agenda
- Navigate to Main Navigation > Agenda.
- Edit an agenda.
- Towards the right side of the agenda item information, click on the Participant Types dropdown selection.
Related articles
- Groups & Terms
- Agenda Bulk Upload
- Lead Retrieval - Feature Setup
- Attendees
- Features Overview