Team and roles
The four roles
Section titled “The four roles”| Role | Can do |
|---|---|
| Owner | Everything, including organization settings, Stripe and the team. |
| Admin | Same as owner, but can only manage organizers and members. |
| Organizer | Run events: create and edit events, tickets, sessions, the schedule, enrollment and check-in. |
| Member | Nothing on the organizing side. A member is part of your community. |
Owners, admins and organizers see My Organizations in their dashboard sidebar. Members don’t.
Add someone to your team
Section titled “Add someone to your team”There are no invitations. People join your organization themselves, then you give them a role.
- Go to Members and select Copy Join Link.
- Send the link to the person. They join as a member.
- Find them in the list and change their role.
Change a role
Section titled “Change a role”- Go to Members.
- Pick the new role in the person’s Role dropdown.
- Select Confirm.
The rules:
- Only owners and admins change roles.
- You can only change someone below your own role, and only to a role below yours. An admin can make organizers and members, but not admins.
- You can’t change your own role.
- An organization always keeps at least one owner.
Remove someone
Section titled “Remove someone”- Go to Members and select the remove icon on their row.
- Select Remove.
They’re also unassigned from any events they organize. The same rules apply: owners and admins only, and only for people below you.
Export your members
Section titled “Export your members”- Go to Members and select Export CSV.
- Choose:
- Consent-aware (recommended): emails are shortened for members who haven’t agreed to hear from you.
- Export all emails.
The file lists each member’s name, email, role, join date, consent, and how many events they attended and sessions they hosted or joined.