Participant Type
A Participant type is used to group users based on their role or classification within the system. It controls which features each group has access to, ensuring users only see what's relevant to their participant type.
Restricting Features by Participant Types
A Touchpoint Manager can restrict 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 their Attendee(s). The Manager should then designate specific Features to only be visible to one or more Participant Type(s).
1. Add Participant Type(s) to the Event
- Navigate to Related Resources > Participant Types.
- Click + New to create a new Participant Type.
2. Assign Participant Type(s) to an Attendee's Profile
- Navigate to Main Navigation > Attendees.
- Click Edit next to an Attendee.
- Scroll down to RESTRICT CONTENT.
- Select one or more Participant Type(s) from the dropdown menu.
- Click Save & View or Save & List.
3. Choose a Feature to restrict based on Participant Type
- Go to Main Navigation > Edit (or Event Design > Features/Menu).
- Select a Feature (i.e., Agenda).
- Scroll down to Participant Types.
- Check off the Participant Type(s) you want to see this button on the app's navigation menu.
- Participant Types that are not checked will NOT see this button.
- If NO Participant Types are checked, then ALL Participant Types will see this button.
4. Assign Participant Type(s) to an Agenda
- Navigate to Main Navigation > Agenda.
- Click Edit on an agenda.
- Towards the right side of the agenda item information, click the Participant Types dropdown selection.