Should you wish to add members on your event:
...
Select the Event from the listing.
...
|
|---|
The Event Management Applet enables users to add members to specific events, ensuring that the right individuals are included in the event's planning and execution. This feature enhances collaboration and accountability by assigning responsibilities and granting access to event-related details.
Why Adding Members to an Event is Important
Adding members to an event is crucial for:
Collaboration: Ensures that relevant team members are informed about the event and can contribute effectively.
Accountability: Assigning members to events establishes clear ownership and roles.
Integration with E-Claim Module: Members added to an event can submit claims directly linked to the event, streamlining the reimbursement process and maintaining accurate expense tracking.
Improved Coordination: Members can access event details, timelines, and updates, ensuring everyone is aligned.
For example, if a corporate seminar requires specific team members to manage logistics and expenses, adding them as members ensures they can view and act on the event’s details efficiently.
Refer to the Creating an Event section to see how events are initially set up.
...
Step-by-Step Guide to Adding Members to an Event
Follow these steps to add members to an existing event:
1. Select the Event from the Listing
Navigate to the Event Listing page from the side menu.
Locate the event you wish to edit and click on it to open the event details.
2. Go to the "Event Members" Tab
Once the event details are open, navigate to the Event Members tab. This tab allows you to manage the members associated with the event.
3. Click the “+” Button
Click on the “+” button to add new
...
Select the member, or multiple members you want to add
...
Click on ‘Add’.
...
Click on ‘Save’.
...
members to the event.
4. Select Members
A new window will appear, listing all available users.
Search for specific members using the search bar or browse through the list.
Select one or multiple members by clicking on their names. Selected members will be highlighted.
5. Click "Add"
After selecting the members, click the Add button to confirm your selection.
6. Save the Changes
Once the members are added, click on Save to finalize the changes.
...
Post-Addition: Managing Event Members
View Members: All added members will appear in the Event Members tab. You can view their names and email addresses.
Remove Members: If you need to remove a member, click the "X" icon next to their name and save the changes.
...
Modifying and Editing an Event
Should you wish to make modifications to your event:
Select the Event from the Listing:
Navigate to the Event Listing page from the side menu.
Locate the event you wish to edit and click on it to open the event details.
Edit the Details:
Make any necessary changes to the event details, such as the event name, venue, date, or description.
Click on ‘Save’:
After making the changes, click Save to update the event.