Tag: Invite

Invite to a Session Role

Click on a person record. Click “Invite” icon and select “Invite as Session Role.” Select the type of session role (can also assign to a specific session and/or add to a notification campaign, if needed). Click “Preview” and then confirm section to complete invitation to session role.

Click on a person record. Click “Invite” icon and select “Invite as Session Role.” Select the type of session role (can also assign to a specific session and/or add to a notification campaign, if needed). Click “Preview” and then confirm section to complete invitation to session role.

Invite to a Session Role

Click checkbox to select sessioner(s) then click “Invite” icon and select “Invite as Session Role.” On the next screen, select the type of session role (can also assign to a specific session and/or add to a notification campaign, if needed). Click “Preview” and then confirm section to complete invitation to session role.

Click checkbox to select sessioner(s) then click “Invite” icon and select “Invite as Session Role.” On the next screen, select the type of session role (can also assign to a specific session and/or add to a notification campaign, if needed). Click “Preview” and then confirm section to complete invitation to session role.

Change Order of Session Roles

Click on the session title. Scroll down to “Session Roles” section. To change the order, click on the 3 dots (to the left of the title associated with the role to be moved) and drag and drop role into new slot. The new order is automatically saved after the role is dropped in new slot.

Invite to Session Role

Click checkbox to select reviewer(s) then click “Invite” icon and select “Invite as Session Role.” On the next screen, select the type of session role (can also assign to a specific session and/or add to a notification campaign, if needed). Click “Preview” and then confirm section to complete invitation to session role.

Click checkbox to select reviewer(s) then click “Invite” icon and select “Invite as Session Role.” On the next screen, select the type of session role (can also assign to a specific session and/or add to a notification campaign, if needed). Click “Preview” and then confirm section to complete invitation to session role.

Invite as Reviewer

Click on an individual. In person details page, click on “Invite” icon and select “Reviewer.” Select applicable role, topic and notification campaign to send, then click “Preview.” Any potential conflicts will be displayed. Click “Continue” to complete assignment (or “go back” if conflict exempts this person).

Invite Reviewers

Click checkbox next to name of individual(s). Click “Invite” icon and select “Reviewer.” Select role and campaign (if necessary) and click “Preview.” Any potential conflicts will appear. If OK to assign, click “Continue” to complete (or “Go Back” to select another reviewer).

Invite Roles for Sessions

Use search box to find individuals, if necessary. Click to select name(s) then click “Invite” icon and select “Session Role.” Choose a Session Role and assign.

Invite Session Organizers

Use search box to find individuals, if necessary. Click to select name(s) then click “Assign” icon and select “Organizer.” Choose a role or activity and assign the session organizer.

Use search box to find individuals, if necessary. Click to select name(s) then click “Assign” icon and select “Organizer.” Choose a role or activity and assign the session organizer.