Contact Roles

What is the difference between a Submitter, Session Owner, Speaker, Chairperson, Moderator, Exhibitor, and Sponsor.

Updated over a week ago

Within Sessionboard, there are various roles that a contact can undertake based on their interaction with your event. Below you will find more information on the various roles that live within Sessionboard to better help you understand how to interact with them.

Session Submitter

  • The Session Submitter is the individual who completes the session submission form.

  • They do not have to be listed as a speaker (i.e. Executive Assistant to a speaker).

  • Once a session submission form has been completed, the Session Submitter will receive a confirmation email that their submission has been received.

    • Admins can customize the email message within the form settings.

  • Session Submitters can submit as many sessions as they want.

  • Session Submitters will have access to the portal to make edits to their submission or upload content to the submission.

  • Admins can send emails to the Session Submitter from either the 'Sessions' or 'Contact's module.

  • Session Submitters can be updated and created by the admin.

Speaker(s)

  • Speakers are all individuals included on a session submission form within the "Speaker Info" page OR added to a session manually by an event admin.

  • Event admins can set a limit to the number of speakers that can be added to a session within the session submission form (max limit: 10)

  • All Speakers have access to the portal and can view tasks assigned by event admins.

  • Communications (emails or SMS messages) can be sent to all speakers or select individual speakers within a session.

Chairperson

  • A Chairperson typically is an individual that assists with the overall session leading up to the event day (i.e. ensuring speakers are present for their session, introducing speakers at the beginning of a session, etc.).

  • Only event admins have the ability to add and assign a Chairperson to a session.

  • A Chairperson lives in the "People" module, but they are NOT identified as speakers (i.e. will not appear within the "Speaker" module).

  • Admins are not able to send communications (emails or SMS messages) to a chairperson through the "Session" module.

  • Contacts in this role have access to the portal to view session information they are assigned to within the portal (Read-only access). If you would like for these contacts to complete tasks or view/download resources, enable "Always Show Tasks" within your portal settings.
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  • A Chairperson can not add content to a submission or edit the submission form for their associated sessions.

(Click HERE to learn more about creating a chairperson for a session.)

Moderator

  • A Moderator typically is an individual that is responsible for guiding the direction and flow of sessions. This may include assisting with a Q&A discussion.

  • Only event admins have the ability to add and assign a Moderator to a session.

  • A Moderator lives in the "People" module, but they are NOT identified as speakers (i.e. will not appear within the "Speaker" module).

  • Admins are not able to send communications (emails or SMS messages) to a moderator through the "Session" module.

  • Contacts in this role have access to the portal to view session information they are assigned to within the portal (Read-only access). If you would like for these contacts to complete tasks or view/download resources, enable "Always Show Tasks" within your portal settings.

  • A Moderator can not add content to a submission or edit the submission form for their associated sessions.

(Click HERE to learn more about creating a moderator for a session.)

Exhibitor

  • An Exhibitor is created by completing an intake form and can be viewed within the "Exhibitor" Module.

    • Event Admins have the ability to create additional Exhibiting groups (i.e. organizations/companies) manually.

  • Exhibitors can only provide one contact to associate with their exhibiting group within the intake form.

    • Event Admins can create and assign additional contacts to exhibiting groups manually.

  • Exhibitors have access to the portal to view tasks, file requests, files, and wiki pages assigned to them.

  • Exhibitors can view session information they are assigned to within the portal (Read-only access).

Sponsor

  • A Sponsor is created by completing an intake form and can be viewed within the "Sponsor" Module.

    • Event Admins have the ability to create additional Sponsoring groups (i.e. organizations/companies) manually.

  • Sponsors can only provide one contact to associate with their group within the intake form.

    • Event Admins can create and assign additional contacts to sponsoring groups manually.

  • Sponsors have access to the portal to view tasks, file requests, files, and wiki pages assigned to them.

  • Sponsors can view session information they are assigned to within the portal (Read-only access).


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