Configure Roles for Speakers, Hosts, Panelists, Moderators, etc. Follow

You can determine your presenters' abilities on a virtual session on a role-by-role basis.  It's a great idea to set these roles up in the Pathable app before you import your agenda.

From the Host Tools Dashboard:

• Select Agenda>Roles
• Click "Add New" in the upper-right
• On the next page, name the role and indicate the appropriate permissions for people with that role:

The checkbox settings:

• Automatically apply a label of the same name to people with this role: Check to give these people a ribbon with the same name as the role
• Do not show attendees with this role on agenda cards: Check to hide people with this role from showing on the main Agenda display, where Speakers are typically featured.
• Do not show attendees with this role on agenda details: Check to hide people with this role from showing on the Agenda details pages, where Speakers are typically featured.
• Allow attendees with this role to be hidden (otherwise the "hide my profile" option on the preferences tab will be disabled): Speakers and other "public figures" in the site can't typically be invisible users, but you can allow that option by checking this box.
• Allow attendees with this role to be webinar presenters: This checkbox gives the power to enter a Zoom room before the session starts, as a participant, but does not grant Zoom hosting powers.  This is typically used for roles like "Panelist," where the person's not in charge of starting the session.
• Allow attendees with this role be webinar and meeting administrators: This checkbox gives the power to enter a Zoom room before the session starts, and grants Zoom hosting powers.  This is typically used for roles who do need to be able to start sessions for themselves or others.

Typical configurations:

• Facilitator (invisible):

• Panelist: