Several members of your organisation may be involved in managing the staff at your event: Qoezion lets you give access rights to several users so that they can also recruit, plan, manage and engage your teams with you!
To manage users with specific access rights to your event, go to Settings / Users
Add a user
To add a new user, click on New user at the top of the page.
You will be able to search for the contact by last name/first name (if they are already in your contact list) or enter their email address (for a new contact) and then define one or more roles for them.
If the user is not registered for your event as a team member, enter their email address to send them an invitation. The user must log in or create an account to accept the invitation and become a user of the event.
In your list of users, click on the user's name or on the "More" icon (vertical dots) which appears when you hover over a line to view the user's details, modify their access rights or delete them.
Users can have one or more event management roles, which give them access rights to different features:
Administrator - has access to all the features of the event space.
Recruiter - manages contacts, accepts/rejects applications. If this role is limited by access group, he/she cannot modify the access groups of each teammate.
Attendance Manager - changes the attendance status of assignments.
Material items manager - manages material items. Cannot, however, modify the material items budget.
Material items distribution manager - can modify the material items distribution status. Cannot, however, create or modify material items.
Catering distribution manager - can modify the meal distribution status. Cannot, however, create or modify meals.
Map Manager - manages the event information map.
Messaging manager - can check the message box and send messages. You can choose whether the messaging manager also has the possibility to send SMS or not.
Localization manager - manages the translation of contents for multilingual events.
Read-only - read-only access to contacts and activities.
It is possible to limit a user's access rights only to activities or contacts associated with an access group: for example, you could have an activity access group called "Catering", which includes activities such as "meal preparation" and "service". Or a contact access group called "College" including students from a partner college.
To restrict a user's access rights, select the desired access groups.
Create an activity access group
Go to your list of activities
Select all the activities that must be included in the group you wish to create and click on Bulk update at the bottom of the list.
Indicate the name of the group and select the action Add the following access groups
You can adjust the access group for each activity individually on the details page for each activity.
Create a contact access group
Go to your contact list
Select all the contacts who must be included in the group you wish to create and click on Bulk update at the bottom of the list
Enter the name of the group and select the action Add.
You can adjust the access group for each person individually in his/her contact page.