How to Define Multiple Roles for Authors

How to Define Multiple Roles for Authors

By default in the X-CD system, you may define a single primary presenter and multiple co-authors. If you wish to be able to define more than one presenter and/or alternate role labels such as Discussant, while adding co-authors to the submission, the submitter can associate the co-author to a different role label.

The administrator will need to define the different role types in the Author Roles screen.

How to Define Multiple Roles for Authors

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Settings button
  4. In the horizontal menu, select Advanced > Author Roles

  5. Click Add Roles button and enter a role Label to define an additional role type e.g. Discussant and click Save Changes button

  6. Repeat Step 5 for each additional role you want to define

Enable Multiple Author Roles for the Add/Edit Co-Author Screen

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Settings button
  4. In the horizontal menu, select Advanced > Author Roles
  5. Click Settings button
  6. Click Enable Author Roles = Yes to display the functionality on the Add/Edit Co-Author Screen
  7. Enter in the field Roles Screen Text to provide on-screen instructions for the submitter
  8. Provide new text for the Button Label and/or the Display Text if you wish to use different labels than the default labels


Front-end View of  Add/Edit Co-Author screens


Clicking Additional Roles button, a pop-up screen will appear with the additional roles types that can be assigned to a person.
To remove an assigned role, unclick the checkbox.


New roles will be displayed as follows in the Add/Edit Co-author screen. The below example, illustrates multiple presenters.


NOTE: Primary Presenter and Primary contacts have edit access to the submission. Presenters will only have read-only access to the submission.






    • Related Articles

    • New Review Module with multiple reviews

      The review module has been updated to include some new functionality and to take away the need for separate review modules (i.e. paper module). You can now perform several different types of review, within the one review module.  Note: The URL sent ...
    • How to download a list of All Authors, the Author Order and Author Role?

      Click Dashboard Click Speaker Module Click Reports button Click All Authors tab Click Go button for All Authors (#2) report If applicable, select additional options on the options screen, click Advance button In the list of fields to include in the ...
    • Defining Credits, Certificates and Previewing Certificates

      How do I Define my Credits and Certificate? Click Dashboard Click Credits Management in left side menu In Select Conference, pick the appropriate Conference from the dropdown list Click Certificates button Click New Type button Enter the Credit ...
    • How to email all Authors including Session Information?

      Click Dashboard Click Speaker Module Click Reports Click Al Authors tab Click Go beside 'All Authors by Review Status' Select one or more Review Status(es) Click the checkbox for Scheduled in Session Click Advance button Click Send Email In the ...
    • Sending email to all authors or just individuals

      How to send an email to all individuals who submitted? Click Dashboard Click Speaker Module Click Reports button Click Primary Contact tab, then click Go button for: All Submissions - This will send to only the Primary Contact for each submission. ...