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            Event Management Participant Setup

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            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To configure event management participant types, roles, and mappings: Event Management permission set

            Configure a Managed Event Type

            1. From the App Launcher, find and select Managed Event Types.
            2. Click New.
            3. Enter a name for the managed event type.
            4. Select the template for the event, such as Speaker Meeting.
            5. Save your changes.

            Create an Event Management Participant Type

            Create Event Management Participant Types records for the following standard types: expert, colleague, attendee, write-in attendee, and non-profiled attendee.

            As a prerequisite, create custom picklist values for Event Management Participant Type’s Type field.

            1. From the App Launcher, find and select Event Management Participant Types.
            2. Click New.
            3. Enter a name for the participant type.
            4. Select the standard type that the participant represents in Event Management.
              For example, select Expert.
            5. For Type, select the category the participant is part of in your organization, such as Key Opinion Leader.
            6. Save your changes.

            Create an Event Management Participant Role

            Create Event Management Participant Role records for the following standard roles: organizer, coorganizer, coordinator, contributor, approver, attendee, and expert.

            As a prerequisite, create custom picklist values for Event Management Participant Role’s Role field.

            1. From the App Launcher, find and select Event Management Participant Roles.
            2. Click New.
            3. Enter a name for the participant role.
            4. Select the standard role that the participant role represents in Event Management.
              For example, select Host Speaker.
            5. For Role, select the custom role that the participant role represents in your org.
              For example, select Event Organizer.
            6. Save your changes.

            Create an Event Management Participant Type Role Mapping

            1. From the App Launcher, find and select Event Management Participant Type Role Mappings.
            2. Click New.
            3. Enter a name for the mapping.
            4. Select the managed event type the mapping is for.
            5. Select the participant type that’s available for the managed event type.
            6. Select the participant role that’s available for the managed event type.
            7. Select Active.
            8. Save your changes.
            Note
            Note Make sure you configure the default participant roles in Event Management's org-wide settings (Participant Role Settings) in the admin console. Without the admin console configurations, the Event Management workflows won’t work as expected.
             
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