The Event Data Types page

In this article, we will explain how to use the event data types page, how to add or remove types from your event and amend the settings and permissions for those types.

In this article we will cover:

• Understanding the Event Data Types page
• How to add a new Data Type to your event
• How to remove a Data Type from your event
• The Data Type Settings page
• How Relationships work
• How to add a Data Type to Session permissions
• How to remove a Data Type from Session Permissions
• How to manage profile editing permissions

What is a Data Type?

A Data Type represents a set of profiles for the purposes of customizing the participant experience on Grip. Data types are separated by their names and their permissions - so it's common to link them to different event ticket types, where certain types of attendee are able to access different things in an event.
Data Types are grouped into the following categories:

• Participant (event participants who will be able to login and access the platform)
• Companies (company profiles that can be linked to participants)
• Items (entities that can be linked to companies, to showcase any product, service, or other information)

Understanding the Event Data Types page

This is the page that lists all of the Data Types that have been added to your event. It also allows you to add, remove, and edit any Data Type on your event.

It is worth noting that Data Types need to be created at the application-level by Grip admins, so on this screen you can only add or edit existing Data Types.

How to add a new Data Type to your event

You cannot create a new Data Type at event level, instead Data Types are created at App level and assigned to an event. In order to create a Data Type you must have App level permissions. 

• In order to add a new Data Type to your event you need to click the add button on the right hand side of the Data Type list page. 
• Once this is clicked a dropdown will appear with all of the Data Types available on the app listed. 
• From here, you simply scroll until you find the Data Type you would like to add and click it
• This process is the same whether you are adding a Participant, Company, or Item.

How to remove a Data Type from your event

Given the potential ramifications of removing a Data Type from your event, it cannot be done from the list page and must instead be done from the settings page by clicking on the settings icon. 

Note: In order to remove a Data Type from an event, all Profiles within the Data Type must be either assigned to a different Data Type or removed from the event

1. From the edit page, click the 'Remove type' button. 

2. You will then be presented with the option to proceed or cancel.

If there are still Profiles present within this Data Type, then you will be unable to remove it from your event and you will see this window. In order to remove it, simply navigate to the Data Type and reassign or remove all Profiles within it. 

The Data Type Settings page

Each Data Type category (Participant, Item, Company) has a differing number of options within these pages, so that you can control the exact experience that they should have. It might be that you want to limit what they can see or do in your event, like sending a meeting request or viewing a Session. Here is a full list of the options, with a description of their functionality.

How Relationships work

Below 'Session Permissions' you should see 'Relationships'. There are different relationships you can create:

• Company to user
• Company to product
• User to user

How to setup permissions for a data type

There are four fields that allow you to add a Data Type to a permission: 

• [X] can see profiles of
• [X] can see recommendations of
• [X] can request meetings with
• [X] can scan badges of

1. In order to add Data Types to these permissions click on the drop down and a search function and tick box will appear with the Data Types for your event. Scroll through the list or search for the Data types you wish to select. Remember to click 'Save changes' at the bottom of this page.

How to remove a Data Type from Session Permissions

To remove a Data Type from a permission you can either hover over the name of the Data Type until the x appears, then click it to remove the Data Type, or click on the dropdown then click the tickbox besides the Data Type you would like to remove. 

How to manage profile editing permissions

In Grip it's possible to restrict the fields that are editable by participants in your event. This can be done as a total profile lock, or can be set field by field, and it can be applied to any data type - participants, companies or items.

Profile editing control at Grip is granular; you can choose any individual field on any data type to lock, including things like profile pictures and email addresses. Note that custom fields have their own dedicated editing control too, and you can manage all of this from the tabs on the data type settings page.

For data types that are companies and items, these restrictions are applied on the company and item edit pages in Teams. Note that if you've disabled editing to at least one field for items, team members will not be able to create new items directly in Teams, as it's assumed that creation is happening externally to Grip.

Default profile fields

On the second tab of the data type settings page for any data type, you'll see a list of the 'default' profile fields available, along with some descriptions. These do not include any custom fields that have been assigned to the current data type, as they're controlled on the third tab.

To restrict editing, enable the toggle at the top of the page, "Restrict editing on X profiles" and click Save.

This will do the following:

• Prevent editing by event participants on all fields listed.
• Add a default message to the Edit screens on web and mobile, informing users that fields are locked.

On the table below, you can allow editing over individual fields for total control.

Custom profile fields

This tab shows all of the custom fields currently assigned to this data type, along with their settings. Please see the main Custom Fields article for details on this page and its functionality.