How to add event members in Zoho Backstage

Event Team

Onboard members to help you organize your event. Include organizers to design the agenda, decide speakers, select a venue, design the microsite, etc. for your event. Collaborate with them to plan the whole show and take care of complications that may happen on the event day. Also, call in staff who will support you with other event related tasks. Add speakers who are going to deliver sessions that are planned out in your agenda.
 

Add an organizer or staff

Invite co-organizers to plan the entire event with you. Bring in staff who will assist in taking care of event experience in Backstage and other event related tasks.



You can add organizers and staff in the Team tab in the Manage Console.

  1. Click the Add Members button in the right corner.

  2. Enter the email addresses of the people you want to add in the Email text box. You can also click the Pick from Portal Members link to select an administrator from your portal to be part of the event.
  3. Select the a role for the members 
    Note: Add more information for a member by editing their profile in the Team tab in the Manage dashboard of the Event Console.
  4. Click Add.
Note:
  1. You can re-invite event members who haven't joined yet by hovering over the member name and clicking the Re-invite link. You can resend up to two invitations to each member.
  2. View a member's profile by going to the Team tab in the Manage Console. Specific members can be found by using the Filter, Sort, and Columns icons. Click the dropdown for a member, then click View profile.
  3. Add more information for a member by editing their profile in the Team tab of the Manage Console.

Adding staff is a paid feature enabled based on your subscription plan.

Edit a member profile


Modify details in an organizer's or staff's profile.

 
  1. Click the Edit button for a member in the Team tab. The Edit Member Profile panel will display. From here, you can:
    • Edit the preset name of the member.
    • Modify the role of the member.
      Note: If your event has only one organizer, the role of that member cannot be changed unless a different organizer is added to the event first.
    • Click Change or Delete to modify or remove the profile photo. If a photo is not already set, you can add a new photo by clicking Choose Photo.
    • Modify the organization, designation, skills and description.
    • Add or modify social pages or handles, and contact information for the member like telephone number and address.
  2. Once you're finished making changes, click Done.
Note:
  1. You can customize permissions for any member in your event by clicking the Customize Access option for them in the Team tab.
  2. Event owners permissions can't be customized.
  3. You can't modify the role assigned to a person once you have added them to the event. In order to modify the role, please delete the member and re-invite them again with the new role.

Delete a member


Remove an organizer or staff from your event. 
 

  1. Click the dropdown for a member in the Team tab.
  2. Click Delete to remove the member.
Note: Deleted organizers will not be able to access the event anymore. 

Invite a speaker

Get all your speakers on board by inviting them to your event. Add an interesting bio for them so that attendees can find out more about the speaker's experience and skills.


  1. Click the Speakers tab in the Manage Console.
  2. Click the Add speakers button
  3. Enter the email addresses of the people you want to add in the Add Speaker panel. You can also click the Pick from Portal Members link to select an administrator from your portal to be a speaker at your event.
  4. Click Add.
  5. Click the dropdown for a speaker and click View Profile to view their profile information in the Speaker Profile panel.
  6. Click the Edit button in the bottom of the Speaker Profile panel, to edit the speaker's information.
    1. Modify any information that is saved for the speaker or add new information if needed.
    2. Select an option in the Country dropdown to display this on speakers' profile and also if needed on speaker badges when you design them.
  7. Use the Filter and Sort icons to organize or find specific speakers easily.
  8. Click the Columns button to enable or disable which information you want to see for speakers on this tab.
Note: If you have already created an agenda and added speakers to the sessions, these speakers will be also be displayed in the Speakers tab in the Microsite Builder.

Add a guest speaker


Guest speakers can also be added to your event without having to provide all their contact information upfront.


  1. Click the Add speakers button in the Speakers tab.
  2. Select the Is a guest speaker check box.
  3. Enter the speaker's name and email address.
  4. Click the Add button.
  5. Click the dropdown for a guest speaker and click View to see or edit their profile information.

Feature speakers


Make important speakers stand out from the rest by displaying them in the Home page of your microsite.



Click the menu button for a speaker in the Speakers tab and click the Featured option.

To stop featuring a speaker

Click the menu button for a speaker in the  Speakers tab and deselect the  Featured option.

Edit a speaker's profile


Modify details in a speakers profile.



  1. Click the Edit button for a speaker in the Speakers tab. The Edit Speaker  panel will display. From here, you can:
    • Edit the preset name of the speaker.
    • Click Change or Delete to modify or remove the profile photo. If a photo is not already set, you can add a new photo by clicking Choose Photo.
    • Modify the organization, designation, skills and speaker description.
    • Add or modify social pages or handles, and contact information for the speakerr like telephone number and address.
  2. Once you're finished making changes, click Done.

Delete a speaker


Remove a speaker from your event. 
 

  1. Click the dropdown for a speaker in the Speakers tab.
  2. Click Delete to remove the speaker.
Note: Deleted speakers will not be able to access the event anymore. This means that they will be removed from upcoming sessions. If they are a part of ongoing or completed sessions, they will not be able to access them but will still be listed as a speaker for those sessions.

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