Adding Users to an Account

Modified on Tue, 05 Oct 2021 at 04:52 PM

Overview

Team Members are additional users that may be added to an Eventene account to assist with creating and organizing Events. Each Eventene plan has a different number of contributors permitted on the account. Only paid plan allow additional Team members to join the account. Standard plans can have up to 5 Team Members. Pro accounts can add up to 20 Team members and Premium plans can have as many are required for the size of the organization.


Adding Users

To add a new User, first navigate to Account and select the Users tab. Here you will see a list of all users associated with the account. Each user has different privileges that allow them to edit or view specific pieces of information. The Owner can edit the privileges of any other user and cannot be removed except of their own volition. 


The owner or admin account can invite users by pressing the “Send Invite” button. After doing so, the owner will be prompted on the next screen to enter the email and user type (role and privileges) of the prospective user and type a short message explaining why they are being invited to collaborate.


An admin will have access to everything within the account whereas an organizer will have access to all Events, Groups, and Sections, but will not be able to view billing information or add or remove users on the account.


After you have entered user details and typed your message, press “Send” to send an email to the prospective user notifying them of your invitation to join the organization. If they already have an Eventene account, they will immediately be added to the Account Users list. Otherwise, the user will need to set up an Eventene account before they are added. 


Note that Free users will be able to use paid plan features if they are added as users to an account with a paid plan.


User Types

Eventene supports 5 types of Users, each with varying levels of privilege in the system.


User TypeRestrictionsDescription
OwnerNo restrictionsAccount Owner
AdminCannot change or remove the Owner account
Cannot link or unlink the Stripe account
Managing the Organization Account with full access to all Events
OrganizerCannot add/remove Users on the Organization account or view Billing infoManage all Events with full access
AssociateCannot send large emails, view payment collection totals, export data, delete events, activities, groups, or sectionsAssist the Organizers on all Events, but with more limited abilities
Event StaffMobile App access only. Cannot switch into the Organization in the Web App.Check In attendees at Events
Update guest attendance during an Event



Account / Users page

 

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