PB Event Manager · User Guide

Contents

Quick Navigation

Select a role to jump to its guide

System Overview

Tabs, types, colour codes, and calendar

Admin Guide

Full access · Events · Reports · Institution Visits

Organizer Guide

Event management · Seat allocation · Quotas

BD Guide

Client registration · Waitlist · Summary

RM Guide

View events · Post-event feedback

Section 1

System Overview

Understanding the interface, roles, and colour codes

The system supports four access levels. On the login screen, select your role and enter the assigned PIN (all roles require a PIN).

Role	Access Level
Admin	Full control — create, edit, delete events, manage institution visits, export reports
Organizer	Event management — create/edit events, manage seat allocations and quotas
BD	Registration — register clients/colleagues for open events
RM	View & Feedback — view events, submit post-event attendance and deal feedback (PIN required)

Registration Types & Colour Codes

Each registration is assigned a Type, which determines the colour of the seat tile for quick visual identification.

Colour	Type	Description
	RM	RM's own client referral
	Own Source	Self-sourced lead
	CNCB Client	Existing CNCB client
	CNCB Colleague	Internal colleague attendee

SEAT GRID EXAMPLE

Chan

Wong

Own Source

CNCB Client

Colleague

Dashed border = On Hold · Solid = Confirmed · Small squares = Available

Tabs Overview

Events

Calendar

Summary

Manage

Report

Tab	Function
Events	Browse upcoming & past events, expand seat grids, register or give feedback
Calendar	Monthly view of all events (gold dots) and institution visits (blue dots)
Summary	Registration statistics by team and city for each event
Manage	Create new events, edit details, adjust team quotas (Admin & Organizer only)
Report	Activity report with selectable CSV export and institution visit records (Admin only)

Section 2

Admin Guide

Full system access — events, reports, institution visits, and user management

Admin

Full access · All tabs available

Select "Admin" → Enter PIN

Capabilities

✓

Create events

✓

Edit / Delete events

✓

Manage all seats

✓

Team quota control

✓

Emergency fill unlock

✓

Export CSV reports

✓

Institution visits CRUD

✓

View change log

Creating an Event

Go to Manage tab

Tap "Manage" in the navigation bar. The "Add New Event" form appears at the top.

Fill in event details

Enter event name, date, time, location, total seats, registration open/close dates, and optionally a poster URL and description.

Set team quotas

Allocate seats per team (T1–T6). Leave blank for auto-even split. Quotas enforce per-team limits until registration closes, then release to all teams.

Tap "Add Event"

The event will appear in Events, Calendar, and Summary tabs. Seats are auto-generated based on total count.

Managing Registrations

Events Tab — Seat Grid, Type Colours & Waitlist

Expand an event

In the Events tab, tap any event card header to reveal the seat grid.

Add a registration

Tap "+ Add Registration" to open a form. Fill in: Status (Hold / Confirmed), Type (RM / Own Source / CNCB Client / Colleague), Name, RM, Team, City, and Notes.

Edit existing seats

Tap any coloured seat tile to modify details, change status, or clear the seat.

Manage waitlist

Scroll to the Waitlist section below the seat grid. Add entries or promote waitlisted attendees to available seats.

Seat Edit Modal — Status, Type, Client Details

Tip: Use "Emergency Fill" (red button below event status) to bypass closed registration and quota limits when last-minute seats need filling.

Institution Visits

Calendar Tab — Monthly View, Event & Visit Dots, Popup Details

Admin can add, edit, and remove institution visits (branch visits, affiliate meetings) from the Calendar tab. Other roles can view but not modify.

Go to Calendar tab

Scroll below the calendar grid to find the "Institution Visits" form.

Fill in visit details

Enter: Institution name, start/end dates (supports multi-day), headcount, whether clients are included, and notes.

View on calendar

Visits appear as blue dots on the calendar. Tap any date to see a popup with all events and visits for that day.

Export: In the Report tab, scroll to "Institution Visits" section. Set a From/To date range and tap "Export CSV" to generate a visit report.

Reports & CSV Export

Report Tab — Activity Statistics & CSV Export

Navigate to Report tab

View activity statistics for all events: registered, attended, and deals closed.

Select events to export

Use filter buttons (All / Upcoming / Past / Clear) or individually check events. Then tap "Export CSV".

CSV includes

Event name, date, time, location, seat number, client name, type, RM, team, city, status, attendance, deal status, and notes.

Section 3

Organizer Guide

Event creation, seat management, and team quota allocation

Organizer

Event management · Seats · Quotas

Select "Organizer" → Enter PIN

Capabilities

✓

Create events

✓

Edit events

✓

Manage all seats

✓

Team quota control

—

Delete events

—

Emergency fill

✓

View institution visits

—

Edit institution visits

Manage Tab — Add New Event Form

Manage Tab — Event List with Quota Overview

Workflow

Create or edit events in Manage tab

Same process as Admin. Set event details, dates, and team quotas. Cannot delete events — contact Admin if needed.

Handle registrations in Events tab

Expand events to manage the seat grid. Add registrations, edit seat details, manage the waitlist.

Monitor via Summary tab

Track registration progress by team and city. Quota usage displayed as pills (e.g., T1 3/5).

Check Calendar for date conflicts

View the monthly calendar to see all scheduled events and institution visits. Tap dates for details.

Section 4

BD Guide

Client and colleague registration for open events

Registration · View events & summary

Select "BD" → Enter PIN

Capabilities

✓

Add to waitlist

✓

View summary

✓

View calendar

—

Edit past events

—

Manage events

Registration Workflow

Find the event

In the Events tab, locate the event. Check the registration status — you can only register during the "Open" period.

Expand and register

Tap the event card to expand the seat grid. Tap "+ Add Registration" and fill in: Type, Client/Colleague Name, RM, Team, City.

Use waitlist if full

If no seats are available, scroll to the Waitlist section and tap "+ Add" to add the client to the waiting list.

Check Summary

Use the Summary tab to monitor team quota usage and city distribution across all events.

Note: Registration is only available during the open period. Once registration closes, you cannot add or modify seats. Contact an Organizer or Admin for post-close changes.

Section 5

RM Guide

Event viewing and post-event feedback

View events · Submit feedback

Select "RM" → Enter PIN

Capabilities

✓

View all events

✓

Submit feedback

✓

View summary

✓

View calendar

—

Edit seats

—

Manage events

Feedback Workflow

Find past events

In the Events tab, scroll to "Past Events". Events marked "Event Ended · Tap for Feedback" are ready for your input.

Expand the event

Tap the event card header to reveal the seat grid showing all registrations.

Tap a seat tile

Tap any registered seat to open the feedback form.

Submit feedback

Select "Attended?" (Yes/No/Pending) and "Deal Signed?" (Yes/No/Pending). Tap "Save Feedback".

RM Feedback Modal — Attendance & Deal Tracking

Indicators: After saving, attended clients show a ✓ mark on their seat tile. Deals show a 💼 icon. These are visible to all roles.

Appendix

Process Flows

Standard operating procedures for key workflows

Flow 1 · Institution & Branch Visit Coordination

Cross-Border Team confirms visit details with institution

Date, time, headcount, attendees

↓

Admin logs into PB Event Manager

Calendar Tab → Institution Visits form

↓

Fill in: Institution name, Start/End date, Headcount, Client Included, Notes

↓

Visit appears on Calendar for all roles

Blue dots visible · Tap date for details

Flow 2 · Event Registration Process

Organizer updates event details & seat availability

Manage Tab → Add/Edit event, set quotas & dates

↓

BD / RM receives client registration request

Complete client AUM verification

↓

BD / RM logs into Event Manager → Events Tab

Fill in: Surname only (compliance), Type, RM, Team, City
Set status to On Hold
If companion: note in Remarks field

↓

BD / RM submits full registration details via internal compliance system to Organizer

↓

Organizer reviews & confirms seat

Changes status from On Hold → Confirmed

↓

📅 Event takes place

↓

RM returns to past event → Tap seat tile

Record: Attended? (Yes/No) · Deal Signed? (Yes/No)

Compliance Note: Only client surnames and non-sensitive information should be entered in the Event Manager. Full registration details must be submitted separately through the internal compliance system.

PB Event Manager

PRIVATE BANKING · CNCBI · 2026

For system access or technical support, please contact the Admin team.

PB Event ManagerOperations Manual