The following article outlines how to edit and manage an existing presenter in Arlo.
- Open the Presenters menu.
- Search for and open the presenter you would like to edit.
- Press Edit.
- Edit the details of the presenter on the relevant tab.
Learn more about presenter profile and privacy settings.
- Press Save and close.
You can add presenters' working hours to the scheduler in Arlo, as well as add external appointments, e.g. annual leave, so you know exactly when a presenter is available,
- Open the Presenters menu.
- Search for and select the presenter/s you would like to edit.
- Press Actions, and select Archive contact.
- Open the Presenters menu.
- Select the Archived tab.
- Search for and open the presenter you would like to restore.
- Open the presenter's record.
- Click Restore Contact.
The following instructions describe how to send an email to presenters for a course.
Mail programs (like Outlook) can have character limits on the To and B/CC fields which may mean not all email addresses are included, so we advise to check that all recipients are listed in the outgoing email.
- Open the Courses menu.
- Search for and open the course you would like to send an email for.
- Press Email, and select the Email presenters option.
This will not send emails to any provisional (tentative) presenters on the course.
When creating or editing an course, presenters can be managed on the Schedule tab of the course wizard.
Using presenter requests, you can send a customised request to a presenter to facilitate a course. The presenter can choose to accept or decline the request and respond with a custom message.
Presenters are automatically granted Arlo for Mobile access when they are added into Arlo.
The following article outlines how to manage app access for users who have not activated their account, or have activated their account but have forgotten their credentials.
If a presenter leaves your service, you may need to consider the following tasks:
- Archive the presenter if you no longer need to retain their contact record.
The following instructions describe how you can find all of the courses a presenter is due to present at and how to remove them from these courses.
- Search for and select the presenter you want to remove.
- Click on the Schedule tab.
- Open all of the courses in a new tab by pressing CTRL+Click on the calendar icon on each course.
For multi session courses
- Press Edit on the course page.
- Go to the Schedule tab.
- Press Edit on a session.
- Remove the presenter on the session.
- Press Save.
- Repeat for all other sessions necessary.
- If needed, remove the presenter from the Advertised Presenters.
- Press Save and close for the course.
For basic courses
- Press Edit on the course page.
- Go to the Schedule tab.
- Remove the presenter from the presenter list.
- Press Save and close for the course.
Repeat the above steps for all courses the contact is a presenter for.