Delegates Step

Delegates are people you choose to assign specific levels of management to your Events, Templates, or Pages.

Example of the Delegates Step at the Event Level:

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Available Roles for Delegates

Attendance – For In-Person or Hybrid Events, the role of recording and monitoring attendance face-to-face with guests.
* An EventBuilder subscription is not required to be assigned as an event Attendance manager.  

Presenter: A Presenter is responsible for presenting the event's material. They see Attendee names and information contained in the Attendee View panel of a live event. They may also answer Attendee questions, add handouts, post announcements and launch polls. For In-Person Events, they will see data in the Registrant area.  
* An EventBuilder subscription is not required to be assigned as an event Presenter.  

Moderator - A Moderator has access to all the same in-session Event features as Presenters. Additionally, they can start and stop the stream, as well as troubleshoot Console and individual Attendee issues.  
* An EventBuilder subscription is not required to be assigned as an event Moderator. 

Organizer - An Organizer can access all functions and features, including creating and editing Events, setting up and managing Live Event Console features, and use the EventBuilder reporting tools.
** An EventBuilder subscription on your Tenant is required to be assigned as an Organizer.   

Owner – Grants editorial access to your Event or Template. For example, giving a member of your team the ability to make edits, updates, or delete Events on your behalf.  
** An EventBuilder subscription on your Tenant is required to be assigned as an Owner. 

Note: Tenant Administrators already have full access to all Events, Templates, and Reports.

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Delegates in Pages

For Pages, there are no “Role” options, as individuals added here are automatically granted full access.
** An EventBuilder subscription on your Tenant is required to be assigned as a Delegate on a Page.   

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Adding Delegates

Navigate to Area  

• Select Delegates in the area's left-hand navigation.
• Enter the Delegate's email in the provided field.
• Next, select the appropriate role for your chosen delegate from the dropdown menu.
• Click on the disk icon to save your Delegate to your Event
• Once all your Delegates have been added, click the Save button at the top right-hand corner of your Tenant

Best Practice: To eliminate the opportunity for small errors to negatively impact your Event, we suggest keeping the number of Delegates low, if possible.

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Communications with Delegates

When a Delegate is added to your Event, they will receive an automated Communication containing details, an .ics Calendar file and a dynamic direct log-in button

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Editing/Deleting Delegates

To make changes to a Delegate’s role or to Delete a Delegate entirely, simply click on the ellipsis (three dots) to the right of their entry and select either ‘Change Role’ or ‘Delete’

Change Role will open a pop-up window where you can make your edit:

To avoid accidental deletions, after clicking ‘Delete,’ a pop-up window will display, asking you to confirm your action.

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Reporting

You can instantly export an Excel (.xlsx) Workbook of your Delegates by clicking the Export button to the right of the search field.

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Event Management Roles at-a-glance

Note: The role of Attendance (for In-Person or Hybrid events) has only one permission, which is to ‘Mark as Attended’