Managing teams on your organizer account

Why event organizers need to add additional team members?

• Adding each team member or handling team helps in effective management of your events.
• Ensures each team member's roles and responsibilities are clearly defined.
• Assign different roles and access levels to each team member.
• Team members can collaborate more effectively.
• Helps streamline event management by ensuring that team members can focus on their specific tasks without interference. This leads to a more organized and efficient event planning and execution process.

Who can add the team members?

The main user of the account has full access and performs account user(s) creation, management of each of the accounts, and define the access level for each of the accounts. Based on the requirement, accounts can be curtailed for one user and another user is in the foreground. Each account user can log in with a unique username and password.  

Here the steps to add an account user:

On the main organizer account go to account settings > Teams > Manage users

Enter the required fields:

First name

Last name

Email address

Username - This will be the login credential for the new team member.

Set a role

Define the account access by choosing a role from the available options. You can view the list of sections the user can view or edit.

Define the scope

Select the events that the user can view or access.

The access levels mentioned can be set for either all events or specific events. This flexibility allows you to tailor access based on the needs of each team member and the requirements of different events.

Click on Save. The user will receive an email with a link to verify the account and set a password. User has to click on "Set Password" to specify the password for their account.

They will use the username on the email to log in to the account.

Understanding Roles and Access Levels

Various roles with specific access levels to ensure efficient and secure event management. Here's a breakdown of each role:

Manager - full Access

Full access to all event details with the ability to edit and save. However, this role cannot delete the account, add another user, or change the account plan.

Manager- Limited Access

Can view most sections and edit a few. Some sections are restricted from editing.

Reporting user

Mid-level access with the ability to view most sections but limited editing rights. This user can edit only a few sections.

Check-in only

Limited to check-in functions only. No other details are visible in the account.

On-site sales only

Access to the 'Box Office Module' for onsite registration and check-in. No other details are visible in the account.

Managing team members

Edit

Adjust the access level and event scope for any team member at any time.

Delete

Remove a team member from the account permanently.

Resend

If a user is still in the invited state, the organizer can resend the invitation, prompting the user to receive a new email to activate their account.

Revoke

Cancel and void an invitation that has already been sent to a user.

By adding each team member, you can enhance the efficiency, security, and overall success of your events.

Please contact help@eventzilla.net for further help.