How to manage company representatives and permissions
How to manage company representatives and permissions
Manage Company Representatives and Permissions
The Companies Menu in Cadence allows you to control who can represent companies and what actions they can perform during your event. Through the Companies Menu › Settings section, you can assign representatives to companies, set their permission levels, and determine how they interact with attendees, ensuring appropriate access while maintaining security.
When to use
When assigning staff members as company representatives
When controlling who can accept appointment requests
When managing access to company messaging features
When determining who can update company profiles
Before you start
You must have System Administrator or Event Manager permissions to manage company representatives and their permissions. Representatives must be added as event attendees before they can be assigned to a company.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Click on "Companies" in the left sidebar menu.
Select the company you want to manage representatives for.
Click on the "People & Groups" tab within the company profile.
If you don't see the People & Groups tab, verify that the Companies feature is fully enabled in your event settings.
Click the "+" button to add a new representative.
Search for the person by name or email in the search field.
Only users who are already registered as event attendees will appear in the search results.
Select the appropriate person from the search results.
Choose a role for this representative:
Company Admin (can manage all company settings)
Company Representative (can accept appointments and message attendees)
View Only (can only view company information)
Toggle specific permissions for this representative:
Appointment Management
Messaging Access
Profile Editing
Click "Save" to add the representative with the selected permissions.
Repeat steps 6-11 for any additional representatives you need to add.
Review the complete list of representatives on the People & Groups tab.
Edit existing representative permissions by clicking the edit (pencil) icon next to their name.
Remove representatives if needed by clicking the delete (trash) icon.
Removing a representative will revoke all their company-related permissions immediately.
Click "Save" to apply all your changes.
Troubleshooting
If representatives cannot access company features:
Verify they have been properly added as event attendees
Check that they have been assigned the correct role for the company
Ensure the specific permissions they need are enabled for their role
Related links
How to edit company details and information
How to set up company appointment availability
How to customize company visibility for different attendee types