The Team module has been designed to simplify the management of participant or service provider groups within an event. It allows for the centralisation of information, the assignment of accreditations, and ensures clear tracking of all attending entities.
What is the Purpose of a Team?
A team represents a group of individuals associated with the same organisation, company, service provider, or structure. In the context of an event, it enables you to:
- Organise participants by group (e.g. technical staff, partner teams, service providers).
- Assign accreditations collectively.
- Link managers who will be able to manage the members of their team.
- Maintain a structured and reusable tracking system across multiple events.
A team can be created for a specific event, but it can also be linked to your global community, making it easy to reuse in the future.
How to Create a Team
To create a team, follow these steps:
- Go to Populations > team.
- Click on Create a new team.
- Enter the name of the team.
- Attach it to an existing category, or create a new one according to your needs.
- Appoint one or more managers who will have rights to manage this team.
- Link the team to a form, if needed, to collect customised information.
- Optionally, add a description, private notes, or accreditations.
- The description will appear in the dedicated team space.
- Private notes will be visible only to organisers.
Note: To define and assign accreditation to a team, please refer to this article.
Linking a Team to the Community
You can link a team to your community to make it available for other events.
Here’s how:
- Go to Populations > Team.
- Select the relevant team.
- Click on the three dots to the right of the row.
- Choose the Copy to my community option.
This allows you to make use of existing data: if a provider or group returns for a future event, you can reintegrate them in just a few clicks.
Reusing a Team for Another Event
To save time when a provider returns for a new event:
- Select the relevant event.
- Create a new team.
- Choose an existing team from your community.
All associated information (name, category, managers, etc.) will be automatically retrieved, ensuring consistency and efficiency.