You create a Session Proposal configuration for each event that accepts proposals. If most events use the same information, you can configure default values to use whenever you create a new Session Proposal configuration for an event. If needed, you can override any of the default values for a specific event.
- Click the Session Proposal Defaults link from the Main Menu. The Session Proposal Submission Setup Defaults window opens.
- Enter the following information:
- Language - Default language for the Session Proposal configuration.
- Web Skin - Default web skin for the Session Proposal configuration.
- Submitter Sign In - Default Public Sign In Configuration for the submitter. When using a sign in configuration for only the submitter, the sign in configuration is usually enabled for both sign in and sign up.
- Submitter Account Management Configuration - Default Account Management Configuration for the submitter. The Account Management Configuration is where you configure the account fields for the submitter.
- Contributor Account Management Configuration - Default Account Management Configuration for contributor(s). The Account Management Configuration is where you configure the account fields for the contributor(s).
- Evaluator Sign In - Default Public Sign In Configuration for the evaluator. When using a sign in configuration for only the evaluator, the sign in configuration should allow for sign in only; sign up should not be an option.
- Evaluator Account Management Configuration - Default Account Management Configuration for the evaluator. The Account Management Configuration is where you configure which account fields for the evaluator. Since evaluators cannot sign up, these fields are only available when editing their account.
- Manager Sign In - Default Public Sign In Configuration for the manager. When using a sign in configuration for only the manager, the sign in configuration should allow for sign in only; sign up should not be an option.
- Manager Account Management Configuration - Default Account Management Configuration for the manager. The Account Management Configuration is where you configure which account fields for the manager. Since managers cannot sign up, these fields are only available when editing their account.
- Session Proposal Custom Field Set - Default opportunity type that contains all user defined fields (UDFs) for the proposal.
- Speaker Contact UDF - Default opportunity type that contains all user defined fields (UDFs) for the speaker contact.
- Create Relationships Between - Specify if relationships are created between accounts, contacts, submitters, and contributors.
- Relationship Type Between Accounts and Contacts - Relationship type created between an account and a contact.
- Relationship Type Between Submitters and Contributors - Relationship type created between a submitter and contributor.
- Relationship Type Created Between Contributors - Relationship type created between contributors.
- Relationship Type to Use for Related Contributors - Relationship type used to populate the related contributors when submitters add contributors to their proposal.
- Click OK.
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