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You can add colleagues to an event as either Workers or Managers.

  • Event Managers can edit the event’s information, add/remove other workers/managers, add/remove guests and delete the event

  • Event Workers can see the event’s information, record timesheets and log guest attendance

A colleague must have any one of the following roles in order to be added to an event as a Worker:

  • Project Manager of the project that the event belongs to

  • Project Reporter of the project that the event belongs to

  • Project Observer of the project that the event belongs to

  • Organisation Admin

Steps

Add workers to a new event - i.e. while creating an event

To create an event, you must have any one of the following roles:

  • Permission to create events (this is granted by the Project Manager or Organisation Admin on the Project Preferences page)

  • Project Manager of the project that the event belongs to

  • Organisation Admin

  1. Select Create in the top menu

  2. Select Event

  3. You arrive on the Create Event page

  4. Select the project that the event will belong to

    1. Tip: if you only have permission to create events within a single project, that project will be selected by default

  5. Select the event category that the event is in

    1. Tip: if your project only has a single event category, the event category will be selected by default

  6. Enter the following mandatory information for the event

    1. Name

    2. Start Time and Date

    3. End Time and Date

  7. Scroll down to the Event Workers field

  8. Enter the names of the people you want to add to the event as Workers and select their names from the list below

  9. Scroll to the bottom and press Save

  10. You arrive on the Event page where those people will now appear on the event page in the Event Workers box

Add workers to an existing event

To add workers to an existing event, you must have any one of the following roles:

  • Event Manager of the event

  • Project Manager of the project that the event belongs to

  • Organisation Admin

  1. Select My Apps in the top menu

  2. Select Events

  3. You arrive on the Manage Events page

  4. Press the Actions button next to the event you want to add workers to

  5. A dropdown menu appears

  6. Select Edit

  7. You arrive on the Edit Event page

  8. Scroll down to the Event Workers field

  9. Enter the names of the people you want to add to the event as Workers and select their names from the list below

  10. Scroll to the bottom and press Save

  11. You arrive on the Event page where those people will now appear on the event page in the Event Workers box

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