Introduction and Types of People

In Ordinate, three main types of people are managed: Staff (Employees), Guests, and Support Team. Each person is stored with a profile that can be configured based on their role and the event they are involved in.

Info

In principle, all the data sections can be stored for all types of people. In practice, some of them are typically only relevant to certain groups. For example, many organisations that use the Hotel and Travel features only store this information for their own employeees, rather than for guests. Check-In activity might only be used for guests.

Registration vs. Attendance

People can be registered for an event, and then marked as attending. Registration means they are linked to the event, but not necessarily present. For example, an assistant might be registered to help manage an event but not physically attend.

Users and Person Records

A user in Ordinate is someone with system access to view or manage certain areas. Before a user can be created, the person must have a person record. A person record includes the basic profile information of staff, guests, or support team members.

Hosts and Assistants

• Hosts: Guests often have a host, which is a staff member attending the event who is responsible for that guest’s involvement.
• Assistants: Staff may be assigned an assistant, who is granted additional access rights to manage that person’s details, schedule, and related event activities.

Configurable Information and Permissions

The types of information stored for each person and the access to that information depend on user roles. These sections are configurable, allowing different users to view or manage specific areas such as contact details, travel arrangements, or meeting schedules.