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Add 2nd Planner to Event

  • 1.  Add 2nd Planner to Event

    Posted 08-13-2019 15:31
    ​I'm coordinating an event with someone else that I'm showing how to use CVENT and I'd like to give them access to our shared event.  How do I do that?

    Lani Weaver
    Administrative Assistant
    US Bank National Association

  • 2.  RE: Add 2nd Planner to Event

    Posted 08-23-2019 08:38
    Hi Lani,

    I have found this article useful - defining the different user types and what access each provides.


    Jordan Harness
    Senior Meeting and Event Planner
    1st Global, Inc.(1st Partners Inc.)

  • 3.  RE: Add 2nd Planner to Event

    Posted 08-23-2019 13:41
    You will need to make them an account and a user. Then assign them to the event

    Kim Schechter
    Program and Administrative Manager
    Executive Director Inc.

  • 4.  RE: Add 2nd Planner to Event

    Posted 08-23-2019 10:40
    Check out this article:  It explains the different user roles and advises how to add someone.

    Melissa Thuston
    Sr. Corporate Meeting and Event Planner
    Halliburton Energy Services, Inc.

  • 5.  RE: Add 2nd Planner to Event

    Posted 08-23-2019 13:13
    It will depend on your permission level whether you'll have the ability to grant access to another user. Have you tried contacting your internal Cvent administrator?

    Hallie Loeb
    Meeting Technology Specialist
    Travel and Transport, Inc.

  • 6.  RE: Add 2nd Planner to Event

    Posted 08-25-2019 14:45
    "Showing how to use Cvent..." Knowing exactly what they need to know how to do will help. Most of the time my stakeholders just want access to numbers: how many registrants, who is registered for my session, etc. In #Event(Classic) I just use some of the standard reports and a custom roster report and park them, then use the parked reports automated email to send the Parked reports link & log in instructions to my stakeholders. And links for instructions on how to use filters in Excel, and also how to do pivot tables. This gives them the info they need and saves me countless hours!​

    Brenda Ainsburg
    Channel Program Manager
    Siemens Aktiengesellschaft
    United States