Adding Users to Your Account

Written By Edith Henry

Last updated 4 days ago

Adding additional users

Once your account has at least one owner, that owner can invite other team members to assist with managing your events workflow.

Simply go to your account dropdown menu in the upper right and select “Account Users.” From there, you’ll be able to add as many other team members as you need!

The “Invite New User” tool will ask you whom you want to invite. Simply provide the name, email, and permissions for the person you want to add.

Here’s a quick snapshot of what the roles do:

Owners

Owners can manage account users, add/remove other owners, access the billing section, view invoices and billing history, create new events, access account-level tools, and complete all event management workflows.

Admins

Admins can do everything that owners do except add/remove owners and access the billing/subscription tools.

Event coordinators

Event coordinators have full event management capabilities, including creating new events; but they cannot view/edit organizational settings, manage account users, or access the billing/subscription tools.

Read Only

Read Only users have access only to reporting and exporting, such as from the event dashboard and from the Reports & Exports section.