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.


How to Grant Submission Write Access by Author Roles

You can allow certain authors, beyond the primary and presenter, to have write/edit access for submissions. Just create the author role with access, and identify them as having access.
Note: you have to create author roles first to give them write access.
  1. Click Dashboard
  2. Click Speaker Module
  3. Click Settings button
  4. Scroll to Author Roles with Submission Edit Privilege.
  5. Select the roles with edit privileges in the dropdown and click Update.

    • Related Articles

    • Company Contact Roles

      You may define different types of common company roles and associate the roles to company contacts. Then in other areas such as emailing a company, you may set a filter on the role(s) for whom should receive the emails. Examples of common company ...

    • 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 may now perform several different types of reviews, within the one submission module. If you are not ...

    • 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 ...

    • How to download the contact information for all authors on all submissions?

      Click Dashboard Click your Speakers Module Click Reports button Click the All Authors tab Click the Go button for All Authors More Sub-Filters may be available, if so select your sub-filters and click Advance. Click Download Excel Select the fields ...

    • How to allow updates to a submission's co-authors after the submission deadline

      If your submission deadline has passed and you have closed the site to collect new submissions or changes to submissions, you may still allow the addition or removal of co-authors by enabling this setting.