Event Management Participant

Set up the complete participant framework for managed events by configuring event types, participant types, roles, and type-role mappings. Enable recruitment and management of attendees, colleagues, experts, write-ins, and non-profiled attendees, with dedicated search configurations, related lists, and compliance validations. Control event scale through attendee invitation quotas and manage record access through territory-based and user-level sharing rules.

• Event Management Participant Setup
  Set up the foundations of event participation by defining managed event types and custom participant types and roles aligned to your organization’s needs. To control which roles are available for each participant type within a specific event type, map the participant type to the participant role.
• Participant Recruitment Setup
  Plan and prepare for the recruitment process of event participants. Find out more about how participant search works for each attendee type. Configure related lists for attendees, experts, colleagues, write-ins, and non-profiled attendees.
• Attendee Quota
  Manage the scale of an event by implementing participant invitation quotas. Define the number of managed event participants that the user, who is assigned the colleague participant role and the contributor participant type, can add to an event.
• Event Management Participant Sharing Rules
  In Event Management, Managed Event records are shared in two ways: territory-based sharing, where access is granted to all users in a participant’s territory, and user-level sharing, where access is granted to an individual user.