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Attendees List - Change Membership

Changing a membership type will have that attendee show in different places in the app.

Speaker - If you make an attendee a speaker, then you can assign them to a session. Once this has been done they will show in the Speaker section of the app and website.

Exhibitor - If you make an attendee an exhibitor, then you can assign them as an Exhibitor contact (Sponsor contact). Once this has been done they will show under that Exhibitor (or Sponsor) as a contact.

Moderator - If you make an attendee a moderator, they will be able to log into the administrator functions of you website. **Note: If you are changing a moderator to a speaker or exhibitor, you must assign them as a Member first. Then change them to an exhibitor or speaker.

 

  1. Login to admin.
  2. Click on the Attendees tab in the main menu on the left.
  3. Search for the user by their name or email address. Notice that in the Membership column, next to the email column, the user’s current membership will be noted (Member, Exhibitor, Speaker, Visitor, or Moderator).
  4. Click the check-box to the left of the user's ID.
  5. Click Change Membership above the list of attendees and select the membership type that you want to change the user to from the drop-down menu.

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After the system processes your request, you will receive a confirmation that the user's membership type has changed successfully. 

You can change the membership type of multiple users at once by clicking their check-boxes as seen in step 4. However, you can only select one membership type at a time, so all selected users will change to the same type that you select from the Change Membership drop-down menu. 

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