How To: Participation Types

A participation type is a category for "People" that identifies which type/registration type that each person belongs to. Prior to adding people, the participation type categories must be set. All people must belong to a category. When setting up participation types, some additional permissions are also able to be set from this level.

Some common participation types include:

Attendees
Staff
Speakers
Service Providers
Press
Delegate
Investor
Expo Pass

Adding Participation Types

Under Setup > Participation Types > Manage Participation Types, click the "Add Participation Type" button.
Fill out the form, including the required "Participation Name".
Default settings will be preselected, but the remaining options can be selected to suit your needs. For more information on Participation Type Messages, click here.
Click the "Submit" button to add and save this participation type.
Repeat these steps to create the necessary participation types.

Networking Settings

Participation types allow for toggling networking permissions from one type to another. Under Setup > Participation Types > Networking Settings, the grid will list in the format of type to type, with checkboxes to allow for meetings and messages. The checkboxes can be toggled to allow (checked) or not allow (un-checked) networking between participation types.

Additional Permissions

Throughout the admin, access level or permission settings will be available to show/hide or toggle different features or settings. Most areas will allow for this toggling to be done by participation type.