People Library Management

The CC Platform treats all People in-app the same, whether they're an Attendee, Speaker, member of the Event Staff or a VIP. All People to do with your app need to be added to the People Library.

If your app is set as "Secure" in the Security Settings area, the app will require users to login when they first visit it. Only users who have been loaded into the People Library within the Dashboard will be able to login. The login screen asks for an email address, so ensure you add People to the Dashboard with email addresses if they need to log in to the app.

Note: You cannot give any users of the CC Platform access to the Dashboard. Only CC Support staff members can do this - so if you'd like to give any of your colleagues admin access to your app, please get in touch.

Overview

People Lists

The people list tab contains all the users that are registered for the platform. Please see the video below for more detail about this area.


Adding People to Your App

There are a couple of different ways to add People to the People Library, either individually using the Dashboard in your web browser (Chrome is our favourite!) or by uploading an Excel template (exported from the cms via the import/export tab. . )

It is not possible to delete users from the People Library using an Excel template.

The 2 videos below demonstrate adding users individually, and then using the bulk import feature



People Groups

Once People have been added to an app, People Groups are used to manage them. Think of Groups as buckets or tags to which people belong.

Below is a video about People Groups 

If you'd like to display a list of all attendees, for example, put all the attendees in a Group called Attendees. Then, a People Display module can list all users within that group (using the people display filter). The same goes for any other way you might want to organise People within your app. 

App Alerts can be sent out to specific groups, so thinking about how your app users are organised can help you define some sensible groups.

Next up is a video on how to import People Groups via the spreadsheet

Please note: Group names have a maximum of 50 characters

To learn more about Group Management, click here.

People Fields & Custom Fields

The platform allows for fields such as Title, Email, Address and more to be toggled on and off. Below is a video on how to change update these preferences.

Removing People

People can only be removed individually. If you'd like to delete all users from an app, please get in touch with a member of your CC support team.

Distinguishing in-person delegates

If you wish to provide different session experiences for your delegates who are either present in-person at the venue or attending the event virtually , you can do this by amending their Settings in the People Library.

You can do this individually by going into the relevant delegate’s profile and checking the ‘Attending event in-person’ box. By doing this, this delegate will not be able to watch any live-stream which has been linked to an agenda session.

You can also do this in bulk by using the import and export template that is available for download from the Dashboard. On Column Z of the template:

  1. Type ‘Yes’ if you want to check the ‘Attending event in-person’ box
  2. Type ‘No’ if you don’t want the ‘Attending event in-person’ box checked



Revision #20
Created 27 March 2019 12:03:27 by Chris
Updated 7 November 2023 14:27:08 by James