Team members page
Left side block
Left side block of “Team members” section consists of:
Title “Team Members“
Text description “You can customize the team member limit in this section:“
Text link to the team members limits management “Exhibitor settings/ Team members“.
This link follows user to the “Exhibitor settings“ tab of current exhibitor with automatical scroll and openning of “Team Members“ block.
Team members list
Team members list is presented as a table with columns:
Surname, name – Contains data from respective fields
Email
Job title
Status – Can have two values: Mamber and Admin
Lead capture – toggle for every team member.
When toggle is ON, then lead capture is enabled for this team member.Actions – contains three-dots button for every team member.
When user clicks on button, the dropdown menu appears.
“Actions” dropdown menu consists of items:
Edit – opens Team Member edit pop-up with previously entered data.
Profile – follows user to the participant profile edit page of respective Team Member.
Print badge – opens badge preview and print window in new tab (everything remains the same).
Delete – unties TM from current exhibitor, after confirmation in the warning pop-up.
When user clicks on “Delete“ menu item, a warning pop-up appears.
When user clicks on “Delete“ button in the pop-up, then pop-up becomes closed, respective team member becomes untied from the exhibitor and deleted from the exhibitor team members list.
When user clicks “Cancel“ or “Close“ button in the pop-up, the pop-up closes with no changes applied.
Important to note - deleting a team member only unties the team member from his exhibitor and removes the platform role of “Team Member”. The deleted team member will still remain in the event with a Visitor role. If your intention is to completely remove this person from the event you’ll also need to delete their account under Management > Participant
All team members in the table are listed in ascending alphabetical order (A-Z).
Team members search
Search can be applied by: name, surname, email or job title.
Search results are displayed in the table of team members.
Search applies automatically after entering a search request.
Add/Edit team member pop-up
When user clicks on “Add new member” button, an “Add Team Member“ pop-up should appears.
Team member adding form contains 6 default fields and all fields from the visitor registratoin form with “Use for teammember creation“ parameter checked. That works analogically on the frontend.
The same pop-up but with prefilled information is openned when user enters to the team member edit mode.
“Contact person” section
Left side block
Left side block of “Contact person” section consist of:
Title “Contact person“
Text description “This section contains accounting or invoicing details that may be required in the designated fields.“.
“Contact person” form
“Contact person” form consists of fields:
Mr/Mrs
Name
Surname
Phone number
Email
Job title
"Team Member" column
Combines the team member's first name, last name and email address into a single column. The team member name and email appear stacked in the same cell.
“Job Title" column
Displays both the team member's job title and the company name (stacked in the same cell).
"Phone Number" column
Phone numbers are shown for every team member who has one entered on their profile.
Column sizing: the Team Member and Job Title columns now flex to fill the available width of the table, while the Phone Number column is fixed at 176 px (sized to fit a 15-character maximum phone number).