📄 How to make someone a point of contact for an event or session

How to make someone a point of contact for an event or session

Use this article when you need to assign Event Contact Types checkboxes inside the permissions drawer.

Before you start

  • Open My Company while signed in to your Climb account.
  • Event catalogue must be published—empty lists mean no `event.event` rows were returned to the template context.

Who can do this

Requires `Administrate Organization` plus access to the underlying events in Odoo.

Steps

  1. Press Permissions for the relevant sub-user.
  2. Scroll to Event Contact Types—for each published event you will see labelled checkboxes for every configured contact type.
  3. Tick the combinations that apply (for example Speaker liaison for Event A) and press Save Permissions.
  4. Confirm the Event assignments column on the parent row now lists the human-readable labels you picked.

Check the result

  • The Event assignments column shows the expected text snippet after save.

If something does not work

  • If assignments do not show publicly, verify the event still allows portal exposure and that the contact has portal access.