Category: Assigned Events

ORCHESTRIS support articles for Assigned Events.

  • How do staff complete assigned event planning cards?

    How do staff complete assigned event planning cards?

    How do staff complete assigned event planning cards?

    Short answer

    Assigned staff open an event from their portal, review the Planning tab, and complete the cards they are allowed to edit using the same blur-save workflow as the admin experience.

    Learn moreHow do hosts and guests use the planning portal?How do I assign staff to an event?

    Opening the event

    • Staff should use their assigned events list to open the correct event.
    • Event cards should show the event title, date, time, and location in a simple card layout.
    Learn moreHow do hosts and guests use the planning portal?How do I assign staff to an event?

    Editing cards

    • Staff can edit cards and fields that their role is allowed to edit.
    • Notes should live at the bottom of the card when notes are enabled.
    • Song search and manual song entry should live inside the card when songs are enabled.
    Learn moreHow do hosts and guests use the planning portal?

    Mobile behavior

    • On smaller screens, tapping a card should open a focused card view with a clear back control.
    • The page should not scroll behind the card view while the card is open.

    Related articles

    How do hosts and guests use the planning portal?Learn moreHow do I assign staff to an event?Learn more

    Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.

  • How do I assign staff to an event?

    How do I assign staff to an event?

    How do I assign staff to an event?

    Short answer

    Workspace admins assign staff from the event people area by choosing the needed staff type and selecting the matching team members for the event.

    Learn moreHow do staff members accept an invite and access events?How do I create an event?

    Staff types

    • Staff lists should filter by the role or staff type assigned to each team member so the event assignment process stays clean.

    Repeat assignments

    • Existing users should be assigned to new events instead of receiving duplicate accounts.

    Portal access

    • Assigned staff should see the event in their portal after the assignment is saved.
    Learn moreHow do staff members accept an invite and access events?How do I create an event?

    Related articles

    How do staff members accept an invite and access events?Learn moreHow do I create an event?Learn more

    Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.