Assign a role to a user

Created by Sofie Brijs, Modified on Fri, 28 Apr, 2023 at 7:40 AM by Sofie Brijs

You can either assign a role to a user via a bulk upload or you can add this role manually after your users have been uploaded. 


Follow the next steps to assign a role after your users have been added: 


Platform role: organisation owner

  • Go to the dashboard
  • Select the event to which you want to assign roles
  • Go the 'users'
  • Click on the user that you want to give a role
  • Scroll down until you see platform roles
  • Click on the plus symbol 
  • Select 'organisation owner'
  • Don't forget to press 'save'


 

You can also assign the role of organistion owner via the organisation settings. Read more about it here


Event roles

  • Go to the dashboard
  • Select the event to which you want to assign roles
  • Go the 'users'
  • Click on the user that you want to give a role
  • Scroll down until you see event roles
  • Choose which role you want to assign
    • Event manager
    • Businesscard collector: don't forget to fill in the slug of the business card
    • Meeting owner: don't forget to select the slug of the meeting
    • Custom: don't forget to fill in the slug of the custom role



  • Don't forget to press 'save'


Important: if you assign a new role while already being logged in to the event, you have to sign out and in again in order for the new role to be activated. 


Search for roles

In the user list you can search for all users having a specific role assigned. This allows you for example to search for all users who are meeting owners or to find all the meeting owners of one specific meeting.




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