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Your Organization Settings

Last Updated: Dec 4, 2018 08:33AM PST

events.com wants to make sure your entire team is able to take advantage of our platform to streamline day-to-day operations.  However, we understand that not everyone in your team needs access to every portion of your event(s). In an effort to simplify access management and your team’s operations, we built a tool for you to invite team members and grant access to permissions based on the role you assign them.

 

To invite users to help manage your organization…

 

1. Click on SETTINGS in the top navigation once you are logged in  

 

2. Then, click on USER MANAGEMENT in the left hand tool menu.  

 

3. Click ADD USER and proceed to enter the user’s name, email and applicable role. Press SAVE USER when complete.  

 

4. Once you invite someone to your organization, they will receive a confirmation email.  An inactive events.com account will be created for them if they did not already have one. 

 

Below are permissions for each role that you can assign to team members. Users with an ‘Owner’ or ‘Accountant’ role will have access to all events, and all others roles can have access limited to one or more events within your organization.

 

    Owner: Total access to the entire organization and all associated events.

    Manager: Total access to one or more events only.

    Coordinator: Broad access to one or more events, but cannot access financial info.

    Assistant: Limited access – can manage event goer orders/info, view limited reports and manage post-registration options.

    Accountant: Limited access – can manage event goer orders/info, view limited reports and manage post-registration options.

    Timer: Minimal access – can view registration reports only.

 

At any time, you can change a user’s role to update their permissions or remove them from your organization. Additionally, you can invite as many people to help manage your organization as you’d like.

 

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