Manage Contact Roles

System roles needed: System Admin

You are able to add key client contacts to your events. Using contact roles, you can identify the specific role these key contacts have on the event. Contact roles are usually used with clients or external (non-staff) contacts. Staff Assignments are used to identify the key venue staff for each event. For more about using contact roles and staff assignments, see the recording of the Staff Assignments and Contact Roles webinar.

To add, edit, or remove a contact role:

  1. Click on your name in the upper left corner and select System Admin to access the Admin console.
  2. Click event Events in the left sidebar and select the Detailing tab.
  3. Click Contact Roles.
  4. Click the edit pencil icon to open the Edit Contact Roles slider.
  5. In the slider, you can:
    • Click into a role's name field to update its name.
      The role name will not update on contacts already added to events. Contacts with the edited role on events must be updated with the updated role.
    • Check or uncheck Standard Role. Users will be reminded on the event details page if contacts with standard roles have not been added to an event (see below).
    • Click + Add Contact Role to add a new contact role.
    • Click the delete remove icon next to a role to remove it.
  6. When you are done making changes, click Save. Your changes and additions will be saved, and the contact roles will be listed alphabetically.

Your contact roles can be chosen when adding an event.

You can also add, change, or remove the contacts on an event from the details page. Standard roles will be listed even if there is not a contact assigned to that role. You can assign a standard role by clicking the edit edit icon for it (or a contact you want to give the role to) or by clicking the blue-circled + add icon to add a contact to the event.

You may also choose to view certain contact roles on your calendar. Select the roles you want to view in the display settings.

For more info about custom calendar views, please see the Create a Custom Calendar View.