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.

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