What are the primary roles of Events Management?

Events are typically coordinated between multiple people, each of which may have distinct roles. Additionally, events typically have speakers, who are normally accounts without access to Vault CRM. It’s important to understand each of these roles and how they all work together:

• Event Team Member – These are Vault CRM users who interact with the event, for example, the event’s organizer, a logistics coordinator, or even the organizer’s manager. Each Event Team Member can have a distinct role. Using Sharing Settings, you can create complex and complete control over which data is viewable and editable for each Event Team Member based on their role, allowing collaboration without compromising data security.
• Event Attendee – These are the participants of the event, usually HCP accounts. They receive invitations to the event, then register and sign-in to the event. Their attendance and associated expenses are tracked for transparency and compliance reporting.
• Event Speaker – These are specialized attendees who presents content at the event. Event speakers require contracts, frequently generated from pre-approved templates, credentials, and qualifications in order to be eligible to speak at an event. They receive payment for their services in the event, as well as sign-in to the event just like attendees.