User Roles in Event Cloud – Notified Solution Center

Standard Roles

In all likelihood, there are going to be many people at your event. In addition to your speakers, you'll have admins who oversee all of the users and preparatory assignments for your event. Your event may include session owners, who oversee all of the sessions that relate to a particular topic. On top of that, there may be hundreds (if not thousands) of attendees.

When you're preparing for your event, Event Cloud features a set of standard user roles. These roles dictate your users' specific permissions, responsibilities, and functionality of the platform. There can be multiple users who share the same role.

Note: All users who plan to participate in a virtual event should have the role of Attendee.

Admin	The most permissive role in Event Cloud Manages and oversees all users Configures permissions for each role Configures event's description, data, logos, and messaging Manages scheduling/time slots for the event Generates various reports
Track Owner	Manages a group of sessions that comprise a track Oversees content owners Manages session documents, requests, and invitations Manages grading criteria Generates track reports
Session Owner	Responsible for the sessions to which they're assigned Manages speakers and speaker assistants Assigns sessions to tracks Assigns sessions to rooms and time slots Generates session reports
Grader	Reviews and evaluates assigned sessions before the event Provides feedback on session content
Speaker	Edits and manages the sessions for which they're speaking Creates session schedules Manages session documents (i.e. Powerpoints, videos) Can add speaker assistants
Speaker Assistant*	Helps speakers to ensure presentation goes smoothly Manages documents for speakers
Expo	AKA Exhibitor Manages sponsor company details and documents Configures Expo portal for other sponsors Selects booth spaces
Staffing Lead	Manages and schedules a group of staffers for the event Configures workgroups and staffing locations
Staffer*	A user scheduled to work at the event Uses Event Cloud to view their shift schedule This role is used in conjunction with Expert Meetings as part of designating "Experts"
Attendee*	Uses Event Cloud to create their schedules via Schedule Builder (if applicable)

*Does not have a portal in Event Cloud

Custom Roles

In addition to the standard roles listed above, Event Cloud allows you to create custom user roles. This enables you to customize user privileges based on the specific needs of your event including limiting access to specific sessions or content, and grouping users together for staffing assignments or meetings. Once you create a custom role, you can assign it to any number of users you'd like.

1. From the Admin portal, select Users
2. Select Custom Roles
3. Click on Add Custom Role at the bottom of the page
4. Enter Custom Role Title and Role Description. Click Save when you're finished. Please note that a custom role title CANNOT include any special characters
5. Your new custom role should now appear on the custom role list

Once you've added a custom role, you can assign it to your user(s). Custom roles can be assigned on a user's individual profile page or in bulk on the all users page (for more information on managing users, check out our User Management Guide)

1. Once you find an individual user, click the Edit (pencil) icon next to their name.

2. On the next page, scroll down to the bottom until you find the Custom Roles section.

From here, add one or more custom roles by clicking on the add (+) next to the role. You can remove roles by clicking the subtract (-) icon.

3. When you're finished, click Save.

Standard Roles

Note: All users who plan to participate in a virtual event should have the role of Attendee.

Custom Roles

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