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The ability to add new users is one of the most important elements of creating a successful event. In the case of regular participants, the matter is much easier, since they can register for the event on their own. The issue gets complicated when you want to add participants with different roles, like Speaker, Exhibitor, or Partner. In this article, you will learn how to:
Create a role for users,
Add users yourself and assign them roles,
Add photos, descriptions, and other personal information to event members,
Edit an already created user.
Creating attendee role
Before creating a new user, it is a good idea to add the role that we want to assign to them. To do this, follow these steps:
Go to the event panel.
Open the “Users” tab on the left side and click the subcategory “Roles”. Click the purple button “Add role” on the upper right side.
You can create arbitrary roles. Check “Publicly visible” to allow other participants to see what role other people have. Click on “Platform access” to allow this attendee to use the event platform freely. Check “Can use meetings” to allow participants to attend all meetings. The option “Participates in gamification” will allow attendees to participate in games set at the event. On the lower site, you can see the category “Role attributes”. If the role you set is either Speaker or Exhibitor, we recommend also choosing one of these here.
The last step is clicking the purple button “Submit” and it’s done. You successfully set a new role for your event!
Adding users and editing user roles
Here are the following steps to add a user to an event:
Go to the event panel.
Open the “Users” tab on the left side and click the purple button “Add attendee” on the upper right side
Fill out the information you want to post. Choose the role of the attendee you previously set. After filling out the basic information, you can click the purple button “Submit”. If you want to add more information, like BIO, title, etc., follow the next steps.
Adding photos, descriptions, and other personal information to event members
If you are still in the “Add attendee” menu, click on the drop-down menu “Profile information”. You can choose an attendee photo, and add a headline, biography, public phone number, location, and social media addresses.
On the lower side of the “Add attendee”, you can also see the drop-down menu “Advanced”. Here, you can set the attendee's Language, Time zone, and Country and choose a couple more options. After you’re done, click on the purple button “Submit”.
Editing already created attendees
Go to the event panel.
Open the “Users” tab on the left side. On the right side of the table with attendees, there's the column “Tags”. Hover your cursor in this column over the box next to the user you want to edit. You should see three dots appear – click on them and select "Edit".
There should be a menu with attendee information. You can edit any information here.