Registering contacts in BO

Overall steps; registering contact in back office

Step 1: Create people
To register a person for an event, he/she needs to have a profile in the back office and be linked to an organization.

- Go to Back Office and check if the person is already in the database. If so, go to the third step. Search by name in case he/she uses a different e-mail address.

- To create a new person go to the tab ' persons ' in back office and then click on the tab ' persons new ' and fill out following the instructions of the appendix.

Step 2: Add/create an organization
Next step is to link this person to an organization

- Go into the profile the person and click on ' join organization ' to link him/her to an organization.

- If the organization is not in the data base already, create the organization according to the instruction in the appendix.

Step 3: Register
- Go to the profile of the person you want to register, in back office

- Go to the header ' registered at events ' and click on ' register this person to an event '
 * Select the correct event
 * Select the organization this person will represent
 * If applying for a pitching slot, select the project to enter the selection with
 * Select the correct role at the event
 * Select the correct status
 * Select which sector this person represents

- Make sure that the status of companies that are applying for a pitching slot remains 'candidate' until they get selected.

- Click ' save ', the page will reload itself and then scroll downwards and click on ' confirm ' to confirm the selection.

- Once confirmed you cannot delete the registration for this specific event. However, you can cancel their registration.

- After confirming you can change everything about their registration (role, company, status and so on).

Step 4: Follow-up
- After registering a person, contact them to confirm their registration and give them their login info.

- Give them information about the event and support them in updating their profile [For more information on the follow up, see Follow up Experts]