Member of the partner team

Add/remove members, define roles, via the back-office or the partner area

Definition

A team member is a participant linked to a partner through the partner workspace.

This participant is part of the partner's team and each participant can have a different role, managed in the partner workspace.

Partner will have all its team members on the menu Team of its workspace.

Add a team member

Through the back office

From the menu Partners / All partners :

On the line of the partner, click on then on Team members
On the grid that appears, click on the button ➕ on the top left
Enter participant's information to add:
- Participant: click on Update, select a participant or create a new one by clicking on the button NEW.
- Role: read the section Team member roles to select the right role
Click on SAVE to create this team member

When you open your partner workspace, it is necessary to:

Create all partners
Give an initial access to at least one person on the partner's team
- This initial access is added from inwink back office.
- You need to select at least the role Admin to this person.

Through the partner workspace

Once the first access is sent to the admin, he will be able to add his team.

To do so, from his partner workspace:

He will go on the menu Team
He will click on the button Add
He will enter the email, the role(s) and the information of the person

Once added, the person can log in on the website to access the workspace.
This person will be added to the participants list avec the category Exhibitor.

Adding form personalisation

You can personalise questions asked when a partner add a new person to his team on the partner workspace.
To do so, from the CMS:

Log in an access your test partner workspace
Go on the menu Team
Click on the button that appears when you pass over team members
Click on the button EDIT FORM
Update your form and save modifications

Team member roles

There are three roles that can be combined to a team member:

Administrator: this person can access the all workspace and all menus
Business contact: this person is added on the partner page online, in order to facilitate the networking with this contact. On the other hand, it will have the possibility, in its participant space, to manage its own business meetings (if you give access). You can find more information about this role on this online help
Registered for the event: this person will have a badge to access the event

Role is added when a team member is added through the back office or through the partner workspace.

When a team member is added, the registration status is different depending on the role: only participants with the Registered of the event access role will have the registration status as Registered (and a badge).
If a person doesn't have a badge, she will be added with a registration status as Refused.

If your badges are A4 paper badges, you can allow partners to download and print their badge before the event, form their workspace.
To do so, go on the CMS, log in and access the menu Team:

Click on the button when you passe over team members
Activate the option Display badges by passing it on ON
Partners will have a icon to download their badge

Delete a team member

Through the back office

From the menu Partner/ All partrners:

On the line of the partner, click on then on Team members
Select the member to delete and click on the button on the top left

Through the partner workspace

To delete a team member, partner must:

Go on its workspace
Go on the menu Team
Click on the icon on the line of the person to delete

Team member only delete link between the partner and the person.
The participant will still be on the participants list, depending on his registration status.

Dynamize the content of the partner area

You can give access to certain tabs of the partner area menu, depending on the roles of each person in your team. To do so:

Edit the member permission form (from CMS > team tab > edit content header)
Add a new field of type "yes/no" and fill in its title
Validate your choice and save your changes
Then edit your burger menu > edit the desired tab
In the tab "Display conditions" > display content if > select the field you have just created and select the option TRUE ➡️ so that the tab is only accessible if the filled field is = TRUE
Validate your choice

➡️ You will find this option in the permission form when adding a partner team member.
If you check "YES", the tab will be visible and accessible for this new member.