How to establish workflows that maximize Event Scheduler efficiency
How to establish workflows that maximize Event Scheduler efficiency
How to establish workflows that maximize Event Scheduler efficiency
The Events Team menu in Cadence allows you to create efficient workflows for Event Schedulers, who can manage web content without having administrative access. By establishing clear processes and responsibilities, you can maximize the efficiency of your Event Schedulers while maintaining proper access control and ensuring smooth event management.
When to use
When managing events with multiple team members
When you need to delegate specific responsibilities to Event Schedulers
When you want to streamline content updates and event management
When coordinating day-of-event activities across your team
You must have Admin or Event Manager permissions to implement these workflow strategies for Event Schedulers.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Click on "Event Setup" in the left sidebar menu.
Select "Events Team" from the submenu that appears.
Add Event Schedulers by typing their email addresses in the Event Scheduler field.
Event Schedulers can fully edit the web version of your event but cannot access the admin site for configurations.
Create a responsibility matrix that clearly defines which tasks Event Schedulers will handle.
Establish update protocols for how and when Event Schedulers should make changes.
Set up a communication channel for Event Schedulers to report issues or request admin assistance.
Consider using a shared document or chat group where Event Schedulers can coordinate their activities and ask questions.
Create templates for common tasks that Event Schedulers will perform regularly.
Schedule regular check-ins with your Event Schedulers to address questions and provide guidance.
Develop a review process for Event Scheduler changes before they go live.
Document workflows in a central location accessible to all Event Schedulers.
Clearly communicate which settings can only be modified by Administrators to prevent confusion among Event Schedulers.
Assign specific areas of responsibility to different Event Schedulers based on their expertise.
Implement a change log to track updates made by Event Schedulers.
Click "Save" to apply your team changes.
Troubleshooting
If Event Schedulers report they cannot access or edit the event:
Verify they have been added as attendees to the event first
Ensure the event is not in "Deactivated" status
Check that they are using the correct login credentials
Confirm they are trying to access the web version, not the admin interface