Adding and Managing Collaborators on an Event Documentation

Every company or team working your event is a collaborator. This page covers adding them, working with each collaborator's page, and removing one when it is no longer involved.

Add a Collaborator

Open Manage Collaborators

In the event sidebar, open Collaborators and select Manage Collaborators.

Select Add collaborator

Choose Create blank to start a new collaborator, or From org library to bring in a company your organization already knows. Library pulls are covered in using the org library.

Name it

Give the collaborator a Name, choose any types under Select types, and select Create.

If you are not a member of the event's organization, Add collaborator goes straight to a blank collaborator.

Whoever creates a blank collaborator becomes its Collaborator admin. Before typing in a well-known vendor, check the org library: a pulled collaborator brings its details and people with it and stays linked for later updates.

The Collaborator Page

Each collaborator has its own page with these tabs:

Dashboard: its points of contact, the activities it is scheduled on, crew missing a required value, and the tasks assigned to it or its crew.
Schedule: the activities it is on.
Tasks: every task assigned to the collaborator or any of its crew, including subtasks.
Crew: its people. Shown to those with Manage Crew on the collaborator.
Files and Dynamic Docs: the documents shared with it.
Advance: the advance forms assigned to it (see Advancing).

The details panel holds its name, image, types and property values. The PDF button there produces a day sheet: the activities it is scheduled on with their areas and locations, the points of contact, and the collaborator's advances with their answers.

Default Collaborator

The default collaborator represents your organization on the event. It is created with the event, from the Default collaborator name you enter when setting the event up, and you are added to its crew. To change it, open Event Settings, then General, and choose a different Default collaborator.

The default collaborator cannot be deleted. Set another one as default first.

Department

Organization members with Settings on the collaborator can assign a collaborator to one of the organization's departments from the Department field in the collaborator's details panel.

Delete a Collaborator

Open the collaborator's actions menu and choose Delete. Deleting is permanent and takes everything that belongs to the collaborator with it: its crew and their invitations, its files, its advances and their tracking tasks, its activity assignments, and its permissions. You need the Delete permission on the collaborator.

If the company might work with you again, save it to the org library before deleting it from the event.

Collaborator types and properties

Structure the information you keep about collaborators.

Adding and inviting crew

Add a collaborator's people and give them access.