Defining exhibitor personnel roles ensures you can clearly differentiate participants like booth staff, coordinators, or assistants. By customizing these roles, you enable accurate assignment of responsibilities, streamline access control, and present clean role options to both exhibitors and admins. Proper role management helps automate tasks, improve clarity, and support flexible exhibitor workflows in your event management system.
How do I access the personnel roles page?
Navigate to Setup > Exhibitor > Exhibitor Personnel Roles
The Exhibitor Personnel Roles page will open
On this page you can:
Add a personnel role
Edit existing personnel roles
Set display order (priority) of roles
Delete roles (when not in use)
How do I add a new exhibitor personnel role?
From the Actions dropdown, select Add PersonnelRole
The Add Exhibitor Personnel Role page appears
Fill in the required fields:
Personnel Role: enter the role name (e.g., Booth Staff, Booth Coordinator)
Owner Assignable: check to allow event owner/organizer to assign tasks to this role
Visible to Public: check if this role should appear on public registration or exhibitor-facing pages; leave unchecked if it’s for admin-only use
Click Save
How do I edit an existing personnel role?
Click the Edit icon next to the desired role
On the Edit Personnel Role screen, modify fields (name, assignable flag, visibility) as needed
Click Save to apply changes
How do I set the display order of personnel roles?
From the Actions dropdown, select Sort display order
Hover your mouse over the personnel role name you wish to move
Click and drag it into the new position in the list
Click Save to confirm the new order
Adjusting display order is useful to prioritize roles (e.g., show “Booth Coordinator” above “Booth Staff”) when listing roles in drop-downs or public forms.
How do I delete a personnel role?
Click the Delete icon next to the role to remove
A confirmation dialog box appears — click OK to confirm
⚠️ Note: Roles that are currently in use (assigned to exhibitors or in use by personnel) should be reassigned before deletion to avoid orphaned data or errors.
Managing exhibitor personnel roles gives you precise control over how exhibitor team members are classified, displayed, and assigned tasks. By carefully defining each role’s name, visibility, and assignability, you ensure that both public-facing registration and administrative workflows remain clear and organized. Proper role management helps you scale efficiently as your event grows, avoid confusion among staff, and maintain clean data — all contributing to smoother exhibitor operations and better event execution.