How to transition responsibilities between Administrators and Event Schedulers
How to transition responsibilities between Administrators and Event Schedulers
How to transition responsibilities between Administrators and Event Schedulers
The Events Team menu in Cadence allows you to manage the transfer of responsibilities between Administrators and Event Schedulers when team roles change. By following a structured transition process, you can ensure continuity in event management while maintaining proper access control and preventing disruptions to your event workflow.
When to use
When team members are changing roles within your organization
When transitioning responsibilities during staff changes
When redistributing workload among your event team
When promoting Event Schedulers to Administrator roles
You must have Admin or Event Manager permissions to modify Events Team settings and manage role transitions.
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.
Create a transition document outside of Cadence that outlines:
Current responsibilities of each role
Timeline for the transition
Training requirements for new role holders
Schedule a handover meeting between the outgoing and incoming team members.
Review the current Event Schedulers in the Event Scheduler field.
Event Schedulers can fully edit the web version of your event but cannot access the admin site for configurations.
Add new Event Schedulers by typing their email addresses in the Event Scheduler field if transitioning from Administrator roles.
Add new Event Managers in the Event Manager field if promoting Event Schedulers to administrative roles.
Click "Save" to apply your changes.
Conduct training sessions for team members transitioning to new roles.
Create screen recordings of common tasks to help team members learn their new responsibilities more quickly.
Establish a shadowing period where the outgoing role holder observes and supports the incoming person.
Create a shared document listing frequently asked questions and solutions for common issues.
Set up regular check-ins during the first few weeks of the transition.
Removing someone from the Events Team will immediately revoke their administrative access to the event, so coordinate timing carefully.
Document lessons learned from the transition process for future role changes.
Troubleshooting
If the transition causes unexpected access issues:
Verify that all team members have been properly added to their new roles
Ensure that team members have logged out and back in to refresh their permissions
Check that team members are using the correct access points (admin site vs. web version) based on their new roles
Consider temporarily maintaining dual access during critical transition periods