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Manage the Event Directory

This is a step-by-step guide to managing the directory, which includes contacts of key individuals who can assist and guide event attendees.

Updated over 5 months ago

Accessing the Directory

To manage contacts who can assist attendees at your event, follow these steps:

  1. Log in to your account and navigate to the event.

  2. Find the Content tab on the left sidebar.

  3. Click on it to expand the menu.

  4. Select Directory from the expanded menu.

You will be redirected to the Directory Page. If contacts have already been added, they will be listed. Otherwise, start by adding a new reference.

Adding a New Reference

To add a new contact:

  1. Click on Add New Reference.

  2. You will be redirected to the Add Reference Page.

  3. Enter the following details:

    • Photo (Optional)

    • First Name (Required)

    • Last Name (Required)

    • Title (Optional)

    • Contact Number (Required): Choose the country code from the dropdown menu.

    • Email Address (Required)

    • Status (Controls whether the contact is visible or only available for internal use)

  4. Note: The event is preselected and cannot be changed.

  5. Click Save in the upper-right corner.

    A success message will confirm that the contact has been added.

Managing Contacts

Once contacts have been added, their status can be controlled from the Directory Page.

  • You can turn the contact as Active or Inactive from the Active Column.

Editing a Contact

  1. Locate the contact you wish to edit.

  2. Click the Edit icon on the right.

  3. You will be redirected to the contact page.

  4. Update any necessary details.

  5. Click Update to save changes.

  6. A success message will confirm the update.

Deleting a Contact

  1. Click the Burger Menu on the right.

  2. Select Delete.

  1. A confirmation message will appear.

  2. Click Delete to confirm.

    A success message will confirm the deletion, and the directory will be updated.

By following these steps, you can efficiently manage your event directory, ensuring attendees have access to helpful contacts.

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