1. Executive Summary
Kemicard Event Assignment is a Lightning component-based tool that enables event coordinators and administrators to quickly assign Users, Profiles, or Public Groups to a specific event (from Event__c). This feature provides a flexible, drag-and-drop interface to manage which Salesforce users or groups should have permissions, visibility, or specific roles related to an event.
The Event Assignment screen is accessed via the “Event Assignment” button on any Kemicard Event record and supports three primary assignment types: User, Profile, and Public Group.
2. What is Event Assignment?
Event Assignment extends Kemicard Events by connecting individual or group-level permissions to events. Rather than managing event access through traditional sharing rules, Event Assignment provides a dedicated interface to:
- Assign specific Users to events for roles such as event coordinators, scanners, or facilitators.
- Assign Profiles to events for broad permission management across similar user groups.
- Assign Public Groups to events for team-based access and organization.
This is particularly useful when:
- You need to control who can see or manage pass data for a specific event.
- You want to assign event scanner operators dynamically.
- You need to create event-based team hierarchies.
- You must audit and report on who is responsible for each event.
3. Event Assignment Screen Overview
The Event Assignment screen is a full-page Lightning component accessed by clicking the “Event Assignment” button on an Event__c record. It presents a clean, organized interface for selecting and moving users/profiles/groups between “Available” and “Selected” lists.
Key Screen Elements:
- Heading: “Event Assignment”
- Event Field: Pre-populated with the current event (non-editable in the dialog)
- Assignment Type: Radio buttons to select User, Profile, or Public Group
- Search Box: Filter available records by name or keyword
- Select Records Section: Dual-list interface with Available and Selected columns
- Action Buttons: Move to Selected, Move to Available, Move up, Move down
- Save/Cancel Buttons: Persist or discard assignments
4. Screen Components & Fields
4.1 Event Field
Label: Event
Display: Pre-populated with the event name (example: “TechSummit 2026 – Calgary”)
Icon: Standard event icon
Editable: No – set at button click time
Purpose: Identifies which event the assignments are being made for. Users cannot change the event from this screen; they must close and open Event Assignment on a different event record to assign to a different event.
Example:
Event: [TechSummit 2026 – Calgary] ✓ Help Button
4.2 Assignment Type
Options:
- User (Default/Pre-selected)
- Assigns individual Salesforce users to the event.
- Useful for naming specific event staff (coordinators, scanners, hosts).
- Available list shows all active users in the org.
- Profile
- Assigns a Salesforce Profile to the event.
- Useful for granting event access to all users with a specific profile (e.g., all “Sales Reps” or “Marketing Managers”).
- Allows mass permission grants without listing individual users.
- Public Group
- Assigns a Public Group (configured in Setup) to the event.
- Useful for team-based access (e.g., “East Region Sales”, “Marketing Team”).
- Supports nested groups and provides organizational flexibility.
How to Select:
- Click the radio button next to your chosen Assignment Type.
- The Available list updates to show matching records (users, profiles, or groups).
- Search and selection adapt based on your choice.
4.3 Search Box
Label: Search
Type: Text input with magnifying glass icon
Placeholder: “Search records…”
Function: Filters the Available list in real-time based on keyword matching
Search Targets:
- If Assignment Type = User: Searches user first names, last names, usernames
- If Assignment Type = Profile: Searches profile names
- If Assignment Type = Public Group: Searches group names
Example Search:
- User: Typing “bryce” finds “Bryce Hunter”
- Profile: Typing “admin” finds “System Administrator”
- Public Group: Typing “marketing” finds “Marketing Team”
Tip: Clear the search box to see all available records again.
4.4 Select Records Section
The Select Records section is the core of Event Assignment, using a dual-list interface to move records between two columns:
Available Column
- Label: “Available”
- Content: All records of the selected Assignment Type that are NOT yet assigned to the event
- Scrollable: Yes, with scroll arrows if content exceeds visible area
- Selection: Click to highlight; Ctrl+Click (or Cmd+Click on Mac) for multiple selections
- Initial State: Populated with users like “Automated Process”, “Bryce Hunter”, “Chatter Expert”, “Data.com Clean”, “Integration User”, “Platform Integration User”, “Scanner Site Guest User”, “Security User”, “User User” (typical example from org)
Selected Column
- Label: “Selected”
- Content: Records currently assigned to the event
- Scrollable: Yes
- Selection: Click to highlight for moving back to Available or reordering
- Initial State: Usually empty unless assignments already exist
Action Buttons Between Columns
| Button | Action | Keyboard Shortcut |
| Move to Selected ▶ | Moves highlighted records from Available to Selected | Ctrl/Cmd + Right Arrow |
| Move to Available ◀ | Moves highlighted records from Selected to Available | Ctrl/Cmd + Left Arrow |
| Move Up ▲ | Moves selected records up in the Selected list (ordering) | N/A |
| Move Down ▼ | Moves selected records down in the Selected list (ordering) | N/A |
4.5 Save & Cancel Buttons
| Button | Action |
| Cancel | Closes the Event Assignment screen without saving changes. All selections revert. |
| Save | Persists all assignments (moves in the Selected list) to the event. Closes the screen. |
5. Assignment Types – Detailed Breakdown
5.1 User Assignment
Use When:
- You want to assign individual event staff (example: “John Smith is the event coordinator for TechSummit”).
- You need granular control over specific people.
- You want to track personal accountability for an event.
Available Records:
All active users in your Salesforce org, including:
- Standard users
- System administrators
- Integration users
- Community users (if applicable)
Example Workflow:
- Open Event Assignment on “TechSummit 2026 – Calgary”
- Assignment Type = User (default)
- Search for “Bryce Hunter”
- Click “Bryce Hunter” to select
- Click “Move to Selected” ▶
- Click “Save”
- Result: Bryce Hunter is now assigned to TechSummit 2026 – Calgary
5.2 Profile Assignment
Use When:
- You want all users with a specific profile (example: all “Marketing Manager” profiles) to automatically have event permissions.
- You prefer role-based rather than user-based assignment.
- Your org has many users but consistent profile-based responsibilities.
Available Records:
All Salesforce Profiles defined in your org, such as:
- System Administrator
- Standard User
- Sales Manager
- Marketing Manager
- Chatter Free User
Example Workflow:
- Open Event Assignment on “SF Dreamforce”
- Assignment Type = Profile
- Search for “Marketing Manager”
- Click “Marketing Manager” to select
- Click “Move to Selected” ▶
- Click “Save”
- Result: All users with “Marketing Manager” profile are assigned to SF Dreamforce
5.3 Public Group Assignment
Use When:
- You want to assign a team or department to an event.
- Your org uses Public Groups for organizational structure (example: “East Region Sales Team”, “Event Coordinator Group”).
- You need a middle ground between individual user and broad profile assignment.
Available Records:
All Public Groups configured in Setup > Users > Public Groups, such as:
- Department groups
- Region-based groups
- Role-based groups (example: “All Event Coordinators”)
Example Workflow:
- Open Event Assignment on “SF TDX”
- Assignment Type = Public Group
- Search for “Event Coordinators”
- Click “Event Coordinators” to select
- Click “Move to Selected” ▶
- Click “Save”
- Result: All members of the “Event Coordinators” public group are assigned to SF TDX
6. User Selection Methods
Method 1: Single Selection & Move
- In the Available column, click a single record to highlight it.
- Click the “Move to Selected” ▶ button.
- The record moves to the Selected column.
Example: Highlighting “User User” and clicking ▶ moves it to Selected.
Method 2: Multiple Selection & Move
- In the Available column, select multiple records using:
- Ctrl+Click (Windows) or Cmd+Click (Mac) to select non-consecutive records
- Shift+Click to select a range
- Click “Move to Selected” ▶.
- All highlighted records move to the Selected column.
Example: Ctrl+Click on “Bryce Hunter”, “Chatter Expert”, and “Integration User” to select all three, then click ▶ to move all three to Selected at once.
Method 3: Search & Select
- In the Search box, type a keyword (example: “bryce”).
- The Available column filters to show matching records.
- Click a filtered record and click “Move to Selected” ▶.
- The record moves to Selected; search remains active.
- To reset, clear the Search box.
Example: Searching “platform” narrows Available to “Platform Integration User”; clicking and moving it assigns that specific user to the event.
Method 4: Reordering in Selected Column
- In the Selected column, click a record to highlight it.
- Click “Move Up” ▲ or “Move Down” ▼ to reorder.
- Order may define priority or hierarchy (depends on configuration).
Example: If “Bryce Hunter” and “User User” are both Selected, clicking “Bryce Hunter” then clicking ▲ moves Bryce above User.
Method 5: Remove from Selected
- In the Selected column, click a record to highlight it.
- Click “Move to Available” ◀.
- The record moves back to the Available column and is no longer assigned to the event.
Example: Clicking “Chatter Expert” in Selected, then clicking ◀ removes Chatter Expert from the event assignment.
7. Step-by-Step Workflow
Complete Workflow: Assigning Users to an Event
Prerequisite: Event record is open (example: “TechSummit 2026 – Calgary”)
Step 1: Open Event Assignment
- On the event record, click the “Event Assignment” button (top right, near Change Record Type and Clone buttons).
- Wait 1–2 seconds for the Event Assignment screen to load.
Step 2: Verify Event
- Confirm the Event field shows the correct event name (example: “TechSummit 2026 – Calgary”).
- If you need to assign a different event, close this screen and open Event Assignment on that event.
Step 3: Select Assignment Type
- Choose the appropriate radio button:
- User to assign individual users
- Profile to assign profiles
- Public Group to assign groups
Step 4: Search (Optional)
- If you have many available records, type in the Search box to filter.
- Example: If Assignment Type = User and you type “bryce”, only users matching “bryce” are shown.
Step 5: Select Records from Available Column
- Click a record in the Available column to highlight it.
- Hold Ctrl/Cmd and click additional records for multi-select.
Step 6: Move to Selected Column
- Click the “Move to Selected” ▶ button.
- Selected records move to the right (Selected) column.
- They are now assigned to the event.
Step 7: Reorder (Optional)
- In the Selected column, highlight a record.
- Click “Move Up” ▲ or “Move Down” ▼ to reorder if needed.
Step 8: Save
- Click the blue “Save” button.
- The screen closes and assignments are persisted to the event.
- You return to the event record.
Step 9: Verify
- Optional: Reopen Event Assignment to confirm your assignments were saved.
- Selected records should still appear in the Selected column.
8. Real-World Example with Screenshots
Scenario:
You are planning “TechSummit 2026 – Calgary” and need to assign event coordinators and staff.
Initial Setup:
- Event: “TechSummit 2026 – Calgary” is already created and active.
- You want to assign:
- User “Bryce Hunter” as the primary event coordinator
- User “User User” as backup support
- Profile “Marketing Manager” for all marketing staff to have access
Step 1: Open Event Assignment
Click the “Event Assignment” button on the event record. The Event Assignment screen opens showing:
- Event: TechSummit 2026 – Calgary (pre-populated)
- Assignment Type: User (default, pre-selected)
- Available Column: Shows all users (Automated Process, Bryce Hunter, Chatter Expert, Data.com Clean, Integration User, Platform Integration User, Scanner Site Guest User, Security User, User User)
- Selected Column: Empty (no assignments yet)
Step 2: Assign First User (Bryce Hunter)
- In the Available column, click “Bryce Hunter” to highlight.
- Click the “Move to Selected” ▶ button.
- Result: “Bryce Hunter” moves from Available to Selected column.
Step 3: Assign Second User (User User)
- In the Available column, click “User User” to highlight.
- Click the “Move to Selected” ▶ button.
- Result: “User User” moves to Selected column.
- Selected column now contains: [“Bryce Hunter”, “User User”]
Step 4: Switch to Profile Assignment
- Click the “Profile” radio button.
- The Available column updates to show all profiles in your org.
- Example profiles shown: (would include Marketing Manager, Sales Manager, System Administrator, etc.)
Step 5: Assign Profile (Marketing Manager)
- In the Available column, click “Marketing Manager” to highlight.
- Click the “Move to Selected”
6. User Selection Methods & Techniques (Continued)
Method 4: Reordering in Selected Column
Steps:
- In the Selected column, click a record to highlight it
- Click “Move Up” ▲ or “Move Down” ▼ repeatedly to move it to desired position
- Use this to set priority or hierarchy if needed
Example:
Before Reordering:
Selected
[Bryce Hunter]
[User User]
[Chatter Expert]
After clicking “User User” then clicking ▲:
Selected
[Bryce Hunter]
[User User] ←moved up
[Chatter Expert]
After clicking “User User” again and ▲:
Selected
[User User] ←moved to top
[Bryce Hunter]
[Chatter Expert]
Best For: Establishing priority or workflow order
Method 5: Remove from Selected (Unassign)
Steps:
- In the Selected column, click a record to highlight it
- Click “Move to Available” ◀
- The record moves back to the Available column and is no longer assigned to the event
Example:
Before Removing:
Selected
[Bryce Hunter]
[User User] ←click
[Chatter Expert]
After clicking ◀:
Selected
[Bryce Hunter]
[Chatter Expert]
Available
[Automated Process]
[User User] ←moved back
Best For: Changing your mind or correcting mistakes before saving
7. Step-by-Step Workflow
Complete Workflow: Assigning Users to an Event
Prerequisite: Event record is already open (example: “TechSummit 2026 – Calgary”)
Step 1: Open Event Assignment Screen
Location: Event record page (Details tab)
Button Location: Top right, next to “Change Record Type” and “Clone”
Action: Click the blue “Event Assignment” button
shows this button visible on the event record.
Result:
- A new full-page Lightning component loads showing the Event Assignment interface
- Wait 1–2 seconds for the component to fully render
- You’ll see the Event field pre-populated, Assignment Type options, Search box, and dual-list columns
Step 2: Verify the Correct Event
Check: The Event field shows the correct event name
Example: “TechSummit 2026 – Calgary” (from )
If Wrong Event:
- Click Cancel to close Event Assignment
- Navigate to the correct event record
- Click Event Assignment again
Step 3: Select Assignment Type
Decision: What type of assignment do you need?
| Choice | Click | Purpose |
| Assign individual staff | User (default) | Event coordinators, scanners |
| Assign by job role | Profile | Marketing managers, all admins |
| Assign by team | Public Group | Sales team, event coordinators group |
Action: Click the radio button next to your choice
Result: The Available column updates to show all available records of that type
Example from Your Org:
- Assignment Type = User (pre-selected)
- Available column shows: Automated Process, Bryce Hunter, Chatter Expert, Data.com Clean, Integration User, Platform Integration User, Scanner Site Guest User, Security User, User User
Step 4: Search (Optional) to Filter Available Records
When to Use: You have many available records (example: 100+ users) and want to find a specific one
Action: Type a keyword in the Search box
Examples:
- Typing “bryce” finds “Bryce Hunter”
- Typing “hunter” finds “Bryce Hunter”
- Typing “user” finds “User User”, “Integration User”, “Platform Integration User”
- Typing “auto” finds “Automated Process”
Result: The Available column shows only matching records
Tip: Search is case-insensitive and finds partial matches
Step 5: Select Records from Available Column
Single Selection:
- Click a record in Available column (it turns light blue/highlighted)
Multiple Selection:
- Hold Ctrl (Windows) or Cmd (Mac) and click additional records
- Or hold Shift and click a range (first record, then last record of desired range)
Example Multiple Selection:
Available Column:
☐ Automated Process
☑ Bryce Hunter ← Ctrl+Click
☐ Chatter Expert
☑ Data.com Clean ← Ctrl+Click
☐ Integration User
☑ User User ← Ctrl+Click
Result: 3 records selected (highlighted in blue)
Step 6: Move Selected Records to Selected Column
Action: Click the “Move to Selected” ▶ button
Result: All highlighted records move from Available to Selected column
What Happens:
- Records disappear from Available list
- Records appear in Selected list
- Available list updates automatically
- You can now select more records or move these to different positions
Example:
Before Moving:
Available Selected
Bryce Hunter ← (empty)
User User ←
After Clicking ▶:
Available Selected
(removed) Bryce Hunter
(removed) User User
Step 7: Reorder (Optional) if Priority Matters
When to Use: You need to set priority or hierarchy among assigned users
Action:
- Click a record in Selected column to highlight it
- Click “Move Up” ▲ to move it up one position, or
- Click “Move Down” ▼ to move it down one position
- Repeat to reach desired position
Example:
Selected (Initial Order):
1. Bryce Hunter
2. User User
3. Chatter Expert
To make User User first priority:
– Click “User User”
– Click ▲ twice
Selected (After Reordering):
1. User User ← now top priority
2. Bryce Hunter
3. Chatter Expert
Step 8: Remove Records (If Needed)
When to Use: You accidentally selected a record or changed your mind
Action:
- Click a record in Selected column to highlight it
- Click “Move to Available” ◀ button
- Record moves back to Available and is no longer assigned
Example:
Selected (Before Removing):
1. Bryce Hunter
2. User User ← click
3. Chatter Expert
After Clicking ◀:
Selected (After Removing):
1. Bryce Hunter
2. Chatter Expert
Available (User User Returned):
…
User User ← now back in Available
…
Step 9: Save the Assignments
When Ready: All desired records are in the Selected column in correct order
Action: Click the blue “Save” button at bottom right
Result:
- Event Assignment screen closes
- You return to the event record
- Assignments are persisted to the event (stored in Salesforce database)
- Status message may appear: “Assignments saved successfully” (example)
Step 10: Verify Assignments Saved (Optional)
How to Verify: Reopen Event Assignment
Action:
- On the event record, click “Event Assignment” again
- The Selected column should show your saved assignments
- If assignments appear, they were saved successfully
8. Real-World Example with Screenshots
Scenario: Event Coordinator Setting Up TechSummit 2026
Goal: You’re planning “TechSummit 2026 – Calgary” and need to assign:
- Primary Coordinator: Bryce Hunter (User)
- Co-Coordinator: User User (User)
- All scanning operators: Users you select
- Full Marketing Department access: Marketing Manager profile
Prerequisites:
- TechSummit 2026 – Calgary event is created and active [screenshot:2 from previous documentation]
- You have appropriate permissions to manage event assignments
Step 1: Navigate to Event and Click Event Assignment
Current State: You’re viewing the TechSummit 2026 – Calgary event record
Action: Click the “Event Assignment” button (top right)
Result: Event Assignment screen opens showing:
- Event: TechSummit 2026 – Calgary (pre-filled)
- Assignment Type: User (default selected)
- Available Column: All users visible
- Automated Process
- Bryce Hunter
- Chatter Expert
- Data.com Clean
- Integration User
- Platform Integration User
- Scanner Site Guest User
- Security User
- User User
- Selected Column: Empty (no assignments yet)
Step 2: Assign Bryce Hunter as Primary Coordinator
Current State: Event Assignment screen is open with User assignment type active
Action 1: Click “Bryce Hunter” in Available column to highlight
Visual Feedback: “Bryce Hunter” row turns light blue
Action 2: Click the “Move to Selected” ▶ button
Result:
Available Column (After): Selected Column (After):
– Automated Process – Bryce Hunter ✓
– Chatter Expert
– Data.com Clean
– Integration User
– Platform Integration User
– Scanner Site Guest User
– Security User
– User User
Step 3: Assign User User as Co-Coordinator
Current State: Bryce Hunter is now in Selected column; Available column updated
Action 1: Click “User User” in Available column to highlight
Action 2: Click “Move to Selected” ▶ button
Result:
Available Column (After): Selected Column (After):
– Automated Process – Bryce Hunter
– Chatter Expert – User User ✓
– Data.com Clean
– Integration User
– Platform Integration User
– Scanner Site Guest User
– Security User
Step 4: (Optional) Reorder Priority – Make Bryce Hunter Top
Current State: Both coordinators are assigned; Bryce Hunter is already first
Result: No reordering needed for this example (Bryce Hunter is already top priority)
If We Wanted to Reorder:
- Click “User User” in Selected
- Click “Move Up” ▲ to move User User above Bryce Hunter
Step 5: Switch to Profile Assignment for Marketing Access
Current State: Two users assigned; now want to add Marketing Manager profile
Action: Click the “Profile” radio button
Result:
- Available column updates to show all Profiles instead of Users
- Selected column still shows: Bryce Hunter, User User (they were User assignments; profiles are separate)
- Profiles typically shown:
- Standard User
- System Administrator
- Sales Manager
- Marketing Manager
- Chatter Free User
- Plus custom profiles (if any)
Step 6: Assign Marketing Manager Profile
Current State: Profile assignment type is active
Action 1: In Available column, find and click “Marketing Manager” to highlight
Action 2: Click “Move to Selected” ▶ button
Result:
text
Available Profiles (After): Selected Profiles (After):
– Standard User – Marketing Manager ✓
– System Administrator
– Sales Manager
– Chatter Free User
– (other profiles)
Important Note: Selected shows different records now because we switched to Profile assignment type. The User assignments (Bryce Hunter, User User) are stored separately and will be persisted when we save.
Step 7: Save All Assignments
Current State: All assignments configured:
- User Assignments: Bryce Hunter (primary), User User (co-coordinator)
- Profile Assignments: Marketing Manager (all marketing managers get access)
Action: Click the blue “Save” button
Result:
- Event Assignment screen closes
- You return to TechSummit 2026 – Calgary event record
- Message appears (example): “Assignments saved successfully”
- All assignments are now stored:
- ✓ Bryce Hunter (User assignment to event)
- ✓ User User (User assignment to event)
- ✓ Marketing Manager profile (Profile assignment to event)
Step 8: Verify Assignments
To Double-Check: Reopen Event Assignment
Action: Click “Event Assignment” button again
Result:
- Event Assignment screen opens
- Assignment Type = User (defaults to first assignment type)
- Selected column shows:
- Bryce Hunter
- User User
- To verify Profile assignment, click the Profile radio button
- Selected column updates to show:
- Marketing Manager
Conclusion: All three assignments were successfully saved!
9. Best Practices & Use Cases
Best Practice 1: Use Consistent Assignment Strategy
Recommendation: Use the same assignment type for similar events
| Event Type | Recommended Assignment Type | Rationale |
| Large conferences | Profile or Public Group | Reaches whole departments/teams automatically |
| Small workshops | User | Specific coordinators and staff |
| Recurring monthly events | Profile or Group | Scales better than managing users each month |
| Executive meetings | User | Named individuals only |
| Regional events | Public Group | By region/territory |
Best Practice 2: Plan Assignments Before Event Launch
Recommendation: Set up assignments early in the event planning process
Why:
- Gives assigned users time to review event details
- Allows testing of access and permissions
- Prevents last-minute scrambling
- Ensures smooth event day operations
Timeline:
- 2-4 weeks before event: Create event record and initial assignments
- 1 week before: Verify assignments and test access
- 1 day before: Final confirmation that all staff has correct access
Best Practice 3: Use Multiple Assignment Types for Layered Access
Recommendation: Combine User, Profile, and Group assignments for different access levels
Example (Large Conference):
text
Event: SF Dreamforce 2026
User Assignments (Specific):
– John Smith (Event Director)
– Jane Doe (Venue Manager)
– Bob Johnson (Tech Lead)
Profile Assignments (Broad):
– Sales Manager (all sales managers)
– Marketing Manager (all marketers)
Public Group Assignments (Team-based):
– Event Staff Group
– Logistics Team
Benefit: Covers specific coordinators, broad role-based access, AND team-based organization in one event
Best Practice 4: Document Your Assignments
Recommendation: Keep a record of who is assigned to each major event
Why:
- Helps with future planning and staffing
- Enables quick setup for recurring events
- Supports audit trails and accountability
- Simplifies onboarding new coordinators
Document Format:
Event: TechSummit 2026 – Calgary
Date: March 15-17, 2026
Assignments:
USERS:
– Bryce Hunter (Primary Coordinator)
– User User (Co-Coordinator)
– [Add more as needed]
PROFILES:
– Marketing Manager
– System Administrator
GROUPS:
– Event Coordinators Group
