This article...
- Discusses Presenter Roles and provides helpful notes about their use.
- Explains how to access the Presenter Roles page in the Admin interface.
- Describes how you can manage the Presenter Roles (edit, disable, delete) with the management options on the page.
- Steps through how to create Presenter Roles.
- Details how to search for presenters for an event session and then, for each, assign a role and manage their confirmation.
Events that have multiple sessions generally tend to also have one of several roles (e.g., Speaker, Moderator) associated to each of those sessions.
With Event Manager, several Presenter Roles are preloaded in your account and are available for immediate use.
NOTE: Presenter Roles are available for Full Registration events only.
Presenter Roles in your account
All Higher Logic accounts that license Event Manager are pre-loaded with several Presenter Roles: Moderator, Speaker, Keynote, Panelist, and Instructor. These roles can be managed as described in Manage your Presenter Roles, below.
You should review and evaluate these roles before creating any event sessions, and determine:
- whether they are suitable for your event sessions or
- if additional ones are necessary for your organization's events.
Presenter Roles notes
With Event Manager, you can:
- use, as is, the pre-loaded Presenter Roles,
- edit the pre-loaded Presenter Roles to suit your event sessions, and
- create your own Presenter Roles and tailor them to your event sessions.
Presenter Roles:
- are created and managed on the Events > Presenter Roles page in the Admin interface.
NOTE: You cannot create a Presenter Role "on the fly" while editing an event session.
- are added when event sessions are being created and/or edited.
- display at the "session" step only if they are listed on the Presenter Roles page and are enabled.
- are added and managed per event session.
- cannot be deleted if currently assigned to a presenter for an event session.
NOTE: You cannot simultaneously manage multiple event sessions.
When you add presenters and assign their roles for an individual event session, you can:
- assign only one role to each presenter (e.g., if Joe is a Speaker, he cannot also be a Panelist).
- assign the same role to multiple presenters (e.g., Joe, Maria, and Lola can be Speakers).
These settings are per event session. Presenters can be assigned different roles for different sessions.
Access your Presenter Roles
To access your Presenter Roles:
- In the Admin Toolbar, click Admin.
- Navigate to Events > Presenter Roles.
The Presenter Roles page opens and displays the roles that are currently available in your account.
Each role that is listed on this page will be available when an event session is being created, unless a role has been disabled (check the Status column).
Manage your Presenter Roles
The page lists the pre-loaded Presenter Roles and any that have been created in your account.
The management options are described below.
- View the current status of the Presenter Role in the Status column.
- Click an Edit button to rename the Presenter Role; click Save on the Edit dialog.
- Click a down arrow and select Disable from the menu to not display the Presenter Role in the selector dropdown (refer to Add Presenter Roles to an event session, below).
- Return here and click Enable in the menu to make the Presenter Role available.
- Click a down arrow and select Delete from the menu to permanently remove the Presenter Role.
- Click Yes on the confirmation prompt.
NOTE: You cannot delete a Presenter Role if it has been assigned to a presenter for an event session.
Create a Presenter Role
To create a role:
- Click Create.
The Add Presenter Role dialog displays. (The "edit" version is identical.)
- Specify an appropriate name for the role.
- Click Save.
- Review the list to confirm that your new Presenter Role is listed.
- Repeat these steps to create additional Presenter Roles.
Add Presenter Roles to an event session
You have to create and save an event and then navigate to the Manage Events page in order to perform the tasks in the Actions menu, such as those described in this section.
NOTE: Only those Presenter Roles that are listed on the Presenter Roles page (described above) with Status = Enabled will be available to be added to event sessions.
TIP: If you are a Community Admin and you do not see a role that you expect, or one that suits your event session, contact a Super Admin.
To access the Session Presenters section:
- Click the down-arrow icon and choose Sessions from the Actions dropdown menu.
The Event Sessions dialog displays any sessions that have already been configured for the event. These can be managed on this dialog.
- On the Event Sessions dialog, click Add to open the Add Session dialog.
- Assuming the other fields have been configured, scroll down to the Session Presenters section.
This is where you manage the session presenters and their roles for this individual session.
To add presenters and assign their roles for an event session:
- Start typing a presenter's name in the field; the search initiates on the first typed letter.
- When the presenter's name displays in the dropdown list, click to select it and then click Add.
- On the Session Presenter dialog, specify any of the optional information and click Save (even if you haven't specified any of the information).
If you click Cancel, regardless of whether you've specified any information, your Presenter selection will be removed.
The presenter's name displays in the list below the search field and there are three options to the right of it.
- Click the first dropdown to choose the Presenter Role.
- This field is required. You must assign a role to each presenter that you add in order to be able to save the session.
- Accept the default (Not Confirmed) in the second dropdown or click it to set the presenter as Confirmed.
- Click the trashcan icon to remove the presenter.
- There is no "confirmation" prompt; the presenter is immediately removed from the list. (Repeat the steps above to re-add a presenter if you inadvertently remove one.)
Repeat these steps for each presenter that you want to add.
- When you've added the presenters you want and assigned their roles, click Save.
Related articles
Be sure to visit the Event Manager section of our knowledge base to:
- learn about the available Event Types and
for information on:
- how to create various types of events and
- hot to configure the settings and properties of events.