Add Build/Persona Types

How to add Build/Persona Types

1. Navigate to the Settings Page:

  • Log in to your portal.
  • Select the relevant Show.
  • In the left menu, find and click on "Settings."

2. Scroll Down to Build/Persona Types:

  • Within the Settings page, locate the section for Build/Persona Types.

3. Press '+ Add Build Types' Button:

  • Click on the '+ ADD BUILD TYPES' button to initiate the process of adding a new Build/Persona Type.

4. Enter the Build/Persona Type Name:

  • A modal will appear; enter the desired name for the Build/Persona Type.

Tip: Make sure to use consistent formatting (e.g. Title Case) for Build/Persona Type names, especially for matching during Bulk Importing of exhibitors.

5. Edit a Build/Persona Type:

  • To make changes to a Build/Persona Type, locate the three-dot menu associated with the specific Build/Persona Type.
  • Select 'Edit' from the menu.
  • A modal will open, allowing you to make the necessary changes.
  • Save your modifications within the modal.

6. Delete a Build/Persona Type:

  • To delete a Build/Persona Type, go to the three-dot menu associated with the Build/Persona Type you want to remove.
  • Choose 'Delete' from the menu options.
  • If the Build/Persona Type is linked to any exhibitors or tasks, deletion will be restricted.
  • To proceed with the deletion, first, disassociate any tasks or exhibitors linked to the Build/Persona Type.
  • Once disassociated, you can successfully delete the Build/Persona Type.

Tip: Utilise Build/Persona Types for various cases, such as Space Only, Shell Scheme, Sponsors, Partners, and Speakers.

Note: Build/Persona Types allow you to categorise and apply different tasks. Refer to "Task Allocation" to learn how to allocate tasks to different Build/Persona Types.