Assign staff or contacts to an event

Event contacts are accessed from the Contacts tab. Event contacts are a list of all important contact information relating to an event, giving you a great place to quickly find a contact in a hurry. You can also download the contacts to a PDF document and print it out.

Add a staff member to an event

1. Select Add staff
2. Select the member of staff using the dropdown list. This is a list of users who have access to EventWorks from your organisation.
3. Enter a role for the staff member
4. Select Add

Add a contact to an event

1. Select Add contact
2. Select the account and the contact you wish to add

You can either select the account first to populate the dropdown list of contacts, or you can start typing the name of the contact in the Contact field and the Account field will be populated automatically.

3. Enter a role for the contact
4. Select Add

Below is a video showing you how to carry out both of the above steps.

Download contact list

From the Contacts tab select Download contact list just above where the Add staff button is.

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Updated on: 08/09/2020