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Staff, Badge, and Role: Explained

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Updated: January 21, 2020

Within the Engagez platform, there are three different roles, two different staff designations, and two different badges you can assign to any user. Read along below for a walkthrough of what each role means and how it changes your ability to interact with the event.

Here is a look at the Attendees page, where you can see the Staff, Badge, and Role options. These will be indicators of what role someone has been assigned within the venue.

Tip: To learn to assign Staff, Badge, and Role titles in your venue, check out our Knowledge Base articles, Assign Staff, Badge & Role Individually and Assign Staff, Badge & Role in Bulk.

 

Member Role:

1. The Member role is the role generally assigned to people who will be attending the event. When using this assigned role, most functions are limited. For example, a Member will not be able to make any changes to the platform.

2. Below is an example of what a Member would see when entering the lobby of this event. 

Note: There is no Administer tab or UI Design tab for this role. As Members, they will only see the front end of the platform and must navigate to other locations through the venue using the menu bar at the top.

3. To visit a Session as a Member, the attendee must click on the Sessions (or equivalent) option in the Menu Bar and navigate to the session of their choice.

4. To visit an Exhibitor Booth as a Member, the attendee must click on the Exhibit Hall (or equivalent) option in the Menu Bar and then choose the booth they would like to attend.

Tip: As a Member within an Exhibitor Booth, you are able to play the video, open and download resources, submit inquiries, and type in the group chat to speak with Exhibitor Staff. You cannot see the Visitor Log of others who have entered the booth

 

Speakers and Moderators as Attendees

1. Engagez recommends always assigning an Attendee Role to your event speakers or moderators.

2. Speakers can be assigned in the Badge column of the Attendees page, as well as in a session upload. Moderators are not assigned here; instead, they are only assigned within the session itself or in a session upload.

Tip: To learn how to bulk upload Sessions and their Speakers and Moderators, check out our article Upload Sessions coming in December 2020.

3. Speakers and Moderators can see questions in the Q&A tab of Sessions that are both Public and Private, whereas users with an Attendee badge cannot. They can also choose to delete irrelevant or inappropriate questions using the “X” in the corner of each chat.

5.  Speakers will show up in the About tab of the session, whereas Moderators will stay hidden.

Exhibitor Staff as Attendees:

1. Normally venue Admins will designate Exhibitors as Attendees to preserve the look and feel of the venue from an attendee’s perspective while allowing them to see and be notified when someone enters their booth.

2. Exhibitor Staff will be listed in the Interaction Panel. Users can choose to include contact information such as a LinkedIn account so Attendees can reach out to them individually. When exhibitors are online, the venue Chat feature (and Video Call feature, if enabled) will be made available to all attendees.

3. Exhibitors can also see when an attendee visits their booth in the Visitor Log. This is only viewable by Exhibitor Staff and Admins. They will also get a notification when someone comes into their booth.

 

 

Contributor Role:

1. A Contributor will have more access to the back end of the platform, unlike an Attendee, but the functionality is more limited than an Admin

Tip: For a full list of Contributor features, see Contributor Role: Explained.

2. Contributors will have access to the Administer tab on the left-hand side of the screen, which allows them to navigate the venue from the back end. However, they do not have access to the UI Design tab. As a result, they cannot physically move, create, or delete any panels within the venue.

3. Contributors can be assigned at the venue level or the booth level. 

4. At the Exhibitor Level, they can only make these changes to the booth or booths to which they have been assigned.

Note: Exhibitor Staff as Contributors at the Exhibitor Level have access to creating and deleting sessions as well as adding resources to their booth; however, they will not be able to do this at the venue level. If you have a limit on the number of resources an exhibit booth is allowed to display, we recommend keeping your exhibitors as Attendees.

Tip: One of the key features of Exhibitor Staff as Contributors is that they will be able to access the analytics associated with their booths. You can turn this on in Administer > Features by switching ON “Exhibit Analytics: Allow exhibitors to access their own analytics.”

 

Admin Role:

1. As Admin, you have full access to both the back end and the front end of the platform.

2. In the screenshot below, you can see the full extent of the Administer tab. Here, you can easily navigate to the back end of locations and make changes from there.

Screen Shot 2020-11-17 at 3.13.16 PM

3. As an Admin, you also have access to the UI Design tab. This function allows you to add, delete, move, and edit panels within the location.

4. Within booths, the Admin function allows you to create, delete, or change booths. Under the Essentials page, you now have access to the booth’s logo, description, and URL link. Under the Features page, you can add or remove extensions of the booth such as the ability to prompt attendees with a form and the ability to allow attendees to request a meeting with the booth staff.

5. The UI Design tab within Exhibitor Booths as an Admin allows you to change the layout of the entire booth, add additional panels, and edit information.

Still have questions? Visit the Engagez Support venue or email us at support@engagez.com. If you’ve purchased an implementation package, please contact your implementation representative through Skype or email.

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