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Adding Team Members, Customers & Suppliers to an Event

You can control who has access to the event

  • Created by Ian Dwyer

 

It's important to know who is working on this event be it the Customer, Supplier, Event Co-ordinator, Team Leaders or Wait staff.

Once the users have been added to the Workspace they can be assigned to the event. This will affect what data they can see when they log into Circolo.

All users must be assigned from within the Event

Open the event

  •  Find the event
    •  Workspace dashboard > Events > Current or Upcoming Events OR
    • Side menu > Events > Current or Upcoming Events
  • Open the event by clicking on the arrow
 

Assigning a new team member

  • scroll to Assign new team member

  • from the drop down menu choose the team members you require for the event. This is a searchable field. Start typing the name and it will search & display
 

  • Click Add Team Member+ button

  • Repeat until all Team members are added

Assigning Suppliers to an Event

  • Scroll to Suppliers > Click Update Event Suppliers

  • This is a searchable field. Start typing the name and it will search & display
  • Click on the Suppliers name

  • Click on Update Suppliers button

  • Repeat until all Suppliers are added

Assigning a Customer to an Event

  • Scroll to Customers > Click Update Event Customers
  • This is a searchable field. Start typing the name and it will search & display
  • Click on the Customers name

  • Click on Update Customers button