Secondary Organizer for an Opportunity

The Secondary Organizer is used in the same manner as the primary Organizer and you can choose to place any user with Event Leader access or higher as the Event Secondary Organizer. This individual will have the same level of access as the Primary Event Organizer to the event and its registrants.

The only difference between the primary Organizer and the Secondary Organizer is that the Secondary Organizer's name and contact information will not be listed online for volunteers to view.

For more information about what access Event Leaders have when assigned to a specific opportunity, please refer to the "Event Leader" column in the Knowledge Base article linked HERE. 

To ADD a Secondary Organizer follow the steps below:

1. Login to your CERVIS Account.
2. Select "Search / Manage Existing Opportunities" under the "Opportunity Management" section of the Main Dashboard.
3. Search for the opportunity to which you would like to add a Secondary Organizer.
4. Click the button to the left of the opportunity name to "Update / Edit Opportunity" ().
5. Scroll down to the "Secondary Organizer" line, enter the name of a user with at least Event Leader access in the "Name Lookup" field, and select it from the list when it appears.
6. Select the "Update Opportunity” button at the bottom of the page to save your changes.

To REMOVE a Secondary Organizer follow the instructions below:

1. Login to your CERVIS Account.
2. Select "Search / Manage Existing Opportunities" under the "Opportunity Management" section of the Main Dashboard.
3. Search for the opportunity from which you would like to remove a Secondary Organizer.
4. Click the button to the left of the opportunity name to "Update / Edit Opportunity" ().
5. Scroll down to the "Secondary Organizer" line and select the "" button.
6. Select the "Update Opportunity” button at the bottom of the page to save your changes.