Accessing the Directory
To manage contacts who can assist attendees at your event, follow these steps:
Navigate to the menu.
Select Content.
Click on Directory.
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:
Click on Add New Reference.
You will be redirected to the Add Reference Page.
Enter the following details:
Photo (optional)
First Name
Last Name
Title
Contact Number
Email Address
Status (Controls whether the contact is visible or only available for internal use)
Note: The event is preselected and cannot be changed.
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.
Editing a Contact
Locate the contact you wish to edit.
Click the Edit icon on the right.
You will be redirected to the contact page.
Update any necessary details.
Click Update to save changes.
A success message will confirm the update.
Deleting a Contact
Click the Burger Menu on the right.
Select Delete.
A confirmation message will appear.
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.