Team Management

What is team management?

Team management lets you invite other people to help organize your events. Each team member gets their own login and specific permissions based on their role.

This is useful when multiple people need to work on event planning, check-in, or other tasks. You can control what each person can see and do.

Inviting team members

To add someone to your team, you send them an invitation. They will receive an email and can accept to join your organization.

How to invite a team member

1. Go to your organization settings
2. Click on "Team" in the menu
3. Click "Invite Team Member"
4. Enter their email address
5. Choose their role (Owner, Admin, or Staff)
6. Click "Send Invitation"

What happens after you send an invite

The invited person will receive an email with:

• Information about your organization
• What role they are being invited as
• A link to accept the invitation
• Instructions for creating an account if they do not have one

Roles and permissions

EventNerds has three team roles, each with different levels of access and control.

Owner

The Owner has complete control over the organization and all events. There can be multiple Owners.

What Owners can do:

• Everything an Admin can do, plus:
• Manage billing and subscription
• Delete the organization
• Add or remove other Owners
• Change organization settings
• Connect payment processors (Stripe)

Admin

Admins can manage events and team members but cannot change billing or delete the organization.

What Admins can do:

• Everything Staff can do, plus:
• Create and delete events
• Invite and remove team members (except Owners)
• Change event settings
• Export all data
• Manage integrations

Staff

Staff members can help with day-to-day event operations but cannot change major settings or manage the team.

What Staff can do:

• View events
• Check in attendees
• View attendee information
• Add and edit speakers
• Manage sessions
• Send emails to attendees
• View reports and statistics

What Staff cannot do:

• Create or delete events
• Change ticket prices or settings
• Invite team members
• Export data
• Access billing information

Viewing your team

You can see all team members and their roles on the Team page in your organization settings.

Team member information

For each team member, you can see:

• Name and email address
• Role (Owner, Admin, or Staff)
• When they joined the team
• Last login date
• Invitation status (pending or accepted)

Pending invitations

Invitations that have not been accepted yet appear in a separate section. You can see who you invited and when, and you can resend or cancel invitations if needed.

Managing invitations

Sometimes you need to manage pending invitations or send them again.

Resending invitations

If someone did not receive the invitation email or it expired, you can resend it:

1. Go to the Team page
2. Find the pending invitation
3. Click "Resend Invitation"
4. A new email will be sent

Canceling invitations

If you invited someone by mistake or they no longer need access, you can cancel the invitation:

1. Go to the Team page
2. Find the pending invitation
3. Click "Cancel Invitation"
4. Confirm the cancellation

After you cancel an invitation, the person will not be able to accept it anymore.

Removing team members

If someone no longer needs access to your events, you can remove them from your team.

How to remove a team member

1. Go to the Team page
2. Find the team member you want to remove
3. Click the menu icon next to their name
4. Click "Remove from Team"
5. Confirm the removal

What happens when you remove someone

• They immediately lose access to your organization
• They cannot log in to view your events anymore
• Any changes they made remain in place
• They do not receive a notification about being removed

Who can remove team members

• Owners can remove anyone except other Owners
• Admins can remove Staff members only
• Staff cannot remove anyone
• To remove an Owner, another Owner must do it

Changing roles

You can change someone's role to give them more or less access.

How to change a role

1. Go to the Team page
2. Find the team member
3. Click the menu icon next to their name
4. Click "Change Role"
5. Select the new role
6. Click "Save"

When to change roles

You might change roles when:

• Someone takes on more responsibility (Staff to Admin)
• You want to limit someone's access (Admin to Staff)
• A trusted team member should help with billing (Admin to Owner)
• Someone's job responsibilities change

Role change permissions

• Owners can change any role
• Admins can change Staff roles
• Staff cannot change any roles
• Only Owners can make someone else an Owner

Team activity log

EventNerds tracks what team members do so you can see who made changes to your events.

What gets logged

• Event creation and deletion
• Changes to event settings
• Ticket creation and price changes
• Team member invitations and removals
• Check-in activity
• Data exports

Viewing the activity log

1. Go to organization settings
2. Click "Activity Log"
3. Filter by team member, date, or action type

Why activity logs matter

Activity logs help you:

• See who made changes if something goes wrong
• Track team member activity
• Audit important changes
• Understand how your team works

Team best practices

Here are some tips for managing your team effectively.

Give appropriate access

• Only give Owner access to people who need billing access
• Use Admin role for event managers and coordinators
• Use Staff role for volunteers and check-in helpers
• Start with less access and increase if needed

Communicate clearly

• Tell team members what their role is and what they can do
• Explain what they should and should not change
• Create guidelines for your team
• Have a contact person for questions

Keep your team updated

• Remove team members who no longer work with you
• Review roles regularly
• Cancel old pending invitations
• Check the activity log for unusual activity

Security tips

• Do not share login credentials
• Each person should have their own account
• Remove access immediately when someone leaves
• Use strong passwords
• Enable two-factor authentication if available

Event-specific permissions

Sometimes you want to give someone access to only one event, not all events in your organization.

When to use event-specific access

• You have volunteers helping with just one event
• A partner organization is helping with a specific event
• You want to limit what someone can see

How to give event-specific access

1. Invite the person as a Staff member
2. After they accept, go to the event page
3. Click "Event Settings"
4. Go to "Team Access"
5. Select which events they can access
6. Save the settings

Troubleshooting team issues

Here are solutions to common team management problems.

Team member did not receive invitation

• Check their spam folder
• Make sure you typed the email correctly
• Resend the invitation
• Try sending to a different email address

Cannot remove a team member

• Make sure you have permission (Admins cannot remove Owners)
• Check if you are trying to remove yourself (not allowed)
• Ask an Owner to remove the person

Team member cannot see an event

• Check if they have event-specific permissions limiting their access
• Make sure they logged in with the correct account
• Verify their role gives them access to events

Need to transfer ownership

• Have a current Owner change the other person's role to Owner
• Then have the new Owner remove the old Owner if needed
• Make sure billing information is updated