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How do I add team members and manage permissions?

Updated over 2 months ago

Add team members and manage roles to collaborate quickly and efficiently. Each team member can be assigned appropriate permissions, ensuring a safer and more focused workflow. You can adjust these permissions at any time.

Example: You have a colleague or employee who will manage the entrance of your event. They’ll handle checking in visitors, but you probably don’t want them to see financial details. You can provide them with their own login and password, granting only limited access to event information.


Adding team members

  1. Click on your organization name in the top right corner.

  2. In the left menu bar, click on “Team.”

  3. Click “Invite Team Member” on the right side of the screen.

Set permissions and send invites

  1. First fill in the email of the person you want to add.

  2. Then set a role preset or set permissions manually. Selecting a preset automatically selects the right permissions for that role. This makes it easy to give someone the right access without choosing each permission manually.

    • At the top, you’ll see three role presets:

      • Admin – full access to everything (all permissions)

      • Programming & Marketing – create events, manage marketing, view data.

      • Entrance & Support – check in visitors, view orders, limited editing.

      • Hide private and company data by ticking only the required boxes.

    • Prefer to set it yourself? Choose “Make a custom selection” to pick permissions one by one.

  3. Click “Send invite,” the team member will receive an email invitation and can join by accepting it.

  4. You can update someone’s role later under Team settings.

  5. Pending invites can be canceled if needed.


How to Change a Team Member’s Permissions?

  1. Click the name of your organization in the top right corner, then click “Team” in the menu on the left.

  2. Next, click the three dots on the right side of the person whose role you want to change.

  3. Then click “Edit team member.”

  4. Select a new set of permissions.

  5. Click “Save changes.”


Available Roles

Create and manage events – Add and edit events.

Manage organisation settings – Change organisation details.

Manage team members – Invite, edit, or remove team members.

Manage marketing settings – Change marketing settings.

View insights – Access sales and visitor statistics.

Manage orders – View and edit ticket orders, resend tickets, or cancel them.

Export orders – Download order data to a file.

Sell via POS – Sell tickets at the door using the POS tool.

View orders (Required) – See ticket orders without editing

View team members (Required) – See who is in the team and their roles.

View events (Required) – View the list of events without editing them.

Check-in visitors (Required) – Scan tickets at the entrance.

View organisation (Required) – See organisation details without editing.

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