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The Account Owner, Account Administrator, Department Administrator, Publisher, and a user with a custom role enabled to create events can all add new trainings. 

To add a new training to the events calendar:

  1. Open the Events section, click Add and select Training (if webinars aren't enabled in the account, just hit the Add Training button).



  2. Fill in all the fields with the training info.

    Important: 

    1. The Event organizer field will be auto-populated with the training creator's name if they are the Account Owner or Account Administrator

    2. The Account Owner and Account Administrator are able to change the name in the Event organizer field. 

    They can assign the Account Owner, Account Administrator, Department Administrator, Publisher, or a user with a custom role as an organizer.

    3. If the event is created by a Department Administrator who manages the root department, the Event organizer field will be auto-populated with the training creator's name.

    If the Department Administrator who creates the event manages any other department besides the root one, the Event organizer field will be empty.

    4. When the training is created by the Publisher or a user with a custom role, the Event organizer field will always be empty by default.

    Note: the permissions of the custom role should allow those users to create events.

    5. 
    The Department Administrator, Publisher, or a user with a custom role can add a user with the following roles to the Event organizer field — Account Owner, Account Administrator, Department Administrator, Publisher, or a user with a custom role.

    The only requirement is that the organizer-to-be should belong to the department managed by the training creator or to one of its sub-departments.

    If the training creator doesn't belong to a department they manage or any of its sub-departments, they can add their own name to the Event organizer field.

    6. To add a user to the Event organizer field, enter their first name, last name, email, or login. As soon as a matching option appears, left-click on it.

    Training CreatorThe Event Organizer field is auto-filledWho can be added to the Event organizer field
    Account Owner+Account OwnerAccount Administrator, Department Administrator, Publisher, or a user with a custom role
    Account Administrator+Account OwnerAccount Administrator, Department Administrator, Publisher, or a user with a custom role
    Department Administrator+ (if Department Administrator manages the root department)

    - (if Department Administrator manages any other department besides the root one)

    Account OwnerAccount Administrator, Department Administrator, Publisher, or a user with a custom role

    The organizer-to-be should belong to the department managed by the training creator or to one of its sub-departments.

    Publisher-

    Account OwnerAccount Administrator, Department Administrator, Publisher, or a user with a custom role

    The organizer-to-be should belong to the department managed by the training creator or to one of its sub-departments.

    User with a custom role

    -

    Account OwnerAccount Administrator, Department Administrator, Publisher, or a user with a custom role

    The organizer-to-be should belong to the department managed by the training creator or to one of its sub-departments.





  3. Add up to 3 notifications that will be sent to participants' emails on the specified date.



  4. Hit the Create Training button.



  5. After the training has been created, the Participants tab will appear on the Edit Training page. In this section, you can enroll users in your event.

    Department Administrators, Publishers, and users with a custom role may enroll only those users who belong to the departments they manage or their sub-departments. 





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