Team members and participants
Events involve event team members, users, or contacts.
Team members
Team members are users who manage events and event meetings.
When an event coordinator creates an event, they specify the team of users who manage the event. They give a role to each team member to determine what tasks they can perform. There are two roles:
Event coordinator
Manages events from planning to completion. This role has permissions to create, view, edit, and delete events, legs, meetings, itinerary items, and participants.
Request approver
Reviews and accepts or rejects requests to add attendees to event meetings. This role has permissions to view, accept, reject, cancel, and delete meeting requests.
Participants
Participants are contacts or users who are included in an event, but are not members of the event team. A participant's type defines how they are involved in an event. Event coordinators can specify the following participant types:
- Analyst
- Company
- Institution
- Institutional Attendee
- Management Attendee
- Other
- Other - Bookrunner
- Other - Hosts
- Other - Investment Banking Attendee
- Other - Joint Broker
- Other - Presenters
- Other - Speakers
- Research Analyst
- Sales
Info
Contacts added to the Participants tab are also added to legs and meetings in the event. Event coordinators can override a participant's attendance for any leg or meeting. Contacts who are invited to attend meetings or booked directly into meetings are listed the Participants tab as Attendee participants.
Other users
As long as they have appropriate privileges, other users can create, view, edit, and delete meetings in free booking events, and request to add attendees to meetings in allocation events. For example, a user who is not a team member could be a sales representative.
Info
When an event coordinator publishes an event, all users who have the privilege to view events can add attendees to meetings.