Speaker Portal: Schedule Display Rules

Speaker Portal: Schedule Display Rules

In the Speaker Portal, you may need to communicate session-related information to users—without showing the same details to everyone. For example, chairs may need visibility into all presentations and presenters within their session, including email addresses for outreach, while presenters should typically see only their own presentations. In other cases, internal roles such as Session Supervisors may require access to a broader set of information.

The key is determining who should see what, based on their role. Schedule Display Rules give you control over whether the schedule feature is available in your portal and precisely which information is shown to each type of user.


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NOTE: The schedule display feature shows sessions to individuals who have a role to play in that session. This may include a session chair role, presenter role, or even a primary contact or co-author.

Opening the Schedule Panel

  1. Go to Schedule Display Settings.
  2. Click the toggle at the top of the screen to enable the schedule visibility.

Understanding Display Grids

All available information that can be displayed to users is organized into grids. Each row represents a specific piece of information, and each column represents a role or group of roles.

For example (see image below), in the General grid—which controls high-level visibility rules for session information—you will see a checkmark in the Show Chair Emails row under the All Chairs column. This indicates that all users with a chair role are permitted to view chair email addresses in the portal.

Other Menus

In addition to General, Schedule Display Rules include the following sections:

Submission Fields

Submission Fields include any information collected through your speaker modules. To make a field visible, you must first add it to the list of fields and then specify which roles are allowed to view it. This also applies to file upload fields, which—when enabled—allow users to download submitted files.

Session Custom Fields

Session Custom Fields are created and managed in the admin site and typically contain logistical or internal information. As with Submission Fields, you must add each field to the list and define which roles are permitted to see it in the portal.

Managing Role Groups

By default, the system provides four role groups:
  1. Presenters
  2. Co-Authors
  3. All Authors
  4. All Chairs

If these default groups do not provide the level of control you need, you can customize them. Columns can be edited or relabeled, roles can be added or removed, and entire columns can be deleted.

For example, if you want to define visibility rules specifically for Session Supervisors (a subset of chairs), you can either modify an existing role group or click New Role Group. You can then rename the group and select the roles it should apply to.


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