How to transition company management responsibilities between team members
How to transition company management responsibilities between team members
Transition Company Management Responsibilities Between Team Members
The Companies feature in Cadence allows you to establish clear workflows for managing company profiles as team members change roles or leave your organization. From the Companies Menu › Emails area, you can document current configurations, create transition plans, and ensure continuity in company management throughout your event platform.
When to use
When onboarding new team members to company management roles
When transferring responsibilities during staff changes
When documenting company management processes for continuity
When creating a structured handoff plan for event management
You must have System Administrator or Event Manager permissions to implement these transition strategies.
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 "Emails" from the submenu that appears.
Document the current company email settings.
Take screenshots of the current configuration to include in your transition documentation.
Note the current "Email From (Display Name)" setting that appears on all company communications.
Create a transition document outside of Cadence that includes:
Current company management processes
Company naming conventions and standards
Email template configurations
Appointment workflow procedures
Compile a list of all companies with incomplete profiles that need attention.
Schedule a handoff meeting between outgoing and incoming team members.
Review the company management documentation together during the meeting.
Ensure the incoming team member understands how company visibility settings affect different attendee groups before making changes.
Demonstrate how to add, edit, and configure company profiles and appointment settings.
Show how to export company data for reporting and analysis.
Grant appropriate permissions to the new team member through Event Setup › Events Team.
Establish a transition period where both team members have access.
A two-week overlap period allows the new team member to ask questions while the outgoing member is still available.
Set up regular check-ins during the transition period to address questions.
Update any shared documentation with the new team member's contact information.
Troubleshooting
If the new team member cannot access company settings:
Verify they have been assigned as an Event Manager or Administrator in Event Setup › Events Team
Confirm the Companies feature is enabled in Event Setup › Menu
Check that they are using the correct account login credentials