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Manage event delegates

Updated over a month ago

This article explains how to manage event sessions and delegate enrolments using the Management Console and Events Management.

Searching for an Event

  • Go to Management Console and select Event Management

  • Select Search courses and events

  • Filter by Domain or Keywords and select Search

  • When you find the correct event, select Edit to open event and session details

  • Upcoming sessions appear toward the bottom of the page

  • Select Manage delegates to manage enrolments

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Actions Available in Manage Delegates

  • Update session to adjust session times, dates, target audience or attendance settings

  • Email delegates to send updates or resources

  • Cancel session for all enrolled users

  • Add/Edit Sessions to update or create additional sessions

  • Download Delegates to export the list of enrolled users into Excel

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Viewing and Managing Enrolments

On the Manage Delegates screen, you can:

  • Review all enrolled users

  • Approve enrolments if approval is required

  • Cancel enrolments

  • View cancelled enrolments

To enrol new users:

  • Select Add delegates

  • Enter the first name, last name or email

  • Select the user and choose Add/Change enrolment

If a user is already enrolled on another session:

  • A note will appear under the Add Delegate field

  • Select Continue to enrol the user and archive their previous enrolment

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Tips

  • Check enrolments before each session to make sure the information is current

  • Use email delegates to send reminders and preparation instructions

  • Export delegate lists to share with facilitators or to prepare attendance sheets

Limitations

  • Changing session dates or times affects all enrolled users

  • Archiving a previous enrolment cannot be reversed

Conclusion

You’ve now learned how to manage event sessions, enrolments and communication with delegates. For further assistance, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].

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