Task

• Creating a Speaker 

Pre-requisites

• Created a Tenant

• Created an Event

• Completed the Agenda Setup Processes

• Created at least one Speaker Type

Instructions:

Create Speaker

1. Access the speaker functionality by navigating to the "Agenda" module and then "Speakers" which is found via the charcoal navigational bar on the left-hand side of the platform.

2. Press "Create Speaker" at the bottom of the page.

3. On the Speaker Info page Mandatory Required Fields to create a Speaker account are:

   • First Name

   • Last Name

   • Unique Email address

   • If you have any additional fields to be completed for the Speaker, you can also complete these during this step.
     These include:

     • Pronoun/Professional Title

     • Mobile Phone Number

     • Professional Bio

     • Website

     • Company Name

     • Job Title

     • Location

     • Where Is Your Primary Affiliation?

     • Featured Video

     • Lists

     • Speaker Types

     • Event Themes

     • Featured

     • Profile Picture

       • The preferred size for the image is a minimum of 480px x 480px, with the aspect ratio of 1:1. Please ensure this image is square as the platform responds the best when it's square. 

4. Once you have completed all required and additional fields, you can now submit your Speaker.

5. You will now be able to view your Speakers via /Speakers in your URL and within the admin area

           for Speakers. 

Convert User Profile to Speaker Profile

1. Access the functionality via the "Users" module and then "Users" which is found via the charcoal navigational bar on the left-hand side of the platform.

2. Click the black “Actions” button for the selected User. You will see the option to ‘Made User a Speaker’ in the dropdown

3. Once you click this, your User Profile will now be converted to a Speaker Profile. You can view this new Speaker Profile via "Agenda" and "Speakers" or via /Speakers in your URL. 

Additional Notes: 

• Before creating a Speaker, check if a User profile already exists, then you can simply convert that User into a Speaker. This avoids duplicates.

• When a Speaker profile is created it will automatically create a User account and mark that User as a Speaker.

• Each Speaker profile MUST use a unique email address, related to the Speaker. 

• Enabling Featured Speaker adds a featured label on the Speakers Image and will also show on the Home Page (if configured), and shows at the top of the Index Page

  • If a Speaker doesn't not have a Profile Image uploaded, they will not show on the homepage. 

Outcome

Creation of Speaker Profile