This guide will walk you through the process of setting up sessions for your community. Sessions are one-time or recurring events within your community.
We have broken it up into sections for you:
How to create a new Session
Editing a already scheduled Session
Archiving scheduled Sessions
This guide focuses on the essential steps to get setup and running with Sessions. If you are just starting your journey with RoTeam, we recommend reading the Getting started with RoTeam before diving into Sessions.
Step 1: How to create a new Session
Sessions are either one-time or repeating events that occur within your community. For example, you could create a session for all your training sessions, interview sessions, and much more.
You will need the Workspace Admin permission to do this
Creating a new session is super easy, you can get started with creating your first session by following the steps below.
Head over to Workspace Settings and Sessions
To create a session, first go to the Workspace Settings page by clicking the 'Settings' tab in your workspace sidebar. Afterwards head to the 'Sessions & Events' tab.Create a new Session
Click the button Create to add a new event, and wait for the pop-up to appear.
Configure the Session
In the configuration page, ensure you fill in all the necessary fields and enable which role groups will be used for the session.
💡Tip: Need additional assistance? You can get help via our Community Forum
Step 2: Editing a already scheduled Session
Sometimes, you may want to update the information previously provided for a specific Session such as changing the linked experience, start time, or description. You can do this by following the steps below.
Head over to Workspace Settings and Sessions
To create a session, first go to the Workspace Settings page by clicking the 'Settings' tab in your workspace sidebar. Afterwards head to the 'Sessions & Events' tab.Select your desired Session
On the left-hand side under "Event Types" select your desired session by hovering, clicking the three-dots and clicking 'Edit'. From there, a pop-up will appear and you can edit the Session.
💡Tip: Need additional assistance? You can get help via our Community Forum
Step 3: Archiving scheduled Sessions
You may have a specific session or event that's not needed anymore, we allow you to archive (delete) that session completely from your workspace by following the steps below.
Head over to Workspace Settings and Sessions
To create a session, first go to the Workspace Settings page by clicking the 'Settings' tab in your workspace sidebar. Afterwards head to the 'Sessions & Events' tab.Select your desired Session
On the left-hand side under "Event Types" select your desired session by hovering and clicking the three-dots, from there you can click 'Delete All'.
💡Tip: Need additional assistance? You can get help via our Community Forum