Scheduled staff may receive limited event portal access tied to their assignment. Check the exact view before sharing.
Why this matters
Roles, brand access, event assignments, and notification choices work together. Review each of them so employees can do their jobs without seeing unrelated business or client information.
Before you start
You may need an owner or administrator role to change employee access or account-level preferences.
In Releventful
Navigate to your event through the pipeline, calendar or searching directly
Open Event Menu
Select Scheduling, side panel
Navigate to the Scheduled tab
Select the assigned employee
Click Portal
Review the staff members view of the event and if a needed item is absent, return to the event and change its staff sharing or their portal access and recheck the portal.
A useful decision
Scheduling staff for an event does not mean every client document is shared with them. Open the staff portal view to confirm the exact task or file they need is visible.
Check the result
Check the person's access and notifications from their role. Review their event assignments separately.
Important to know
A role, brand assignment, and event assignment can each limit access. A missing alert may also be caused by the employee's communication preferences.