Welcome to the guide on how to seamlessly add a team member to your event. Follow these steps to ensure a smooth onboarding process for your new team member.
Step 1: Navigate to Your Event Builder
Begin by navigating to your event builder. Look for the dropdown menu located at the top right corner of your screen and select the menu icon.
Step 2: Select 'My Team'
Within the dropdown options, locate and select the 'My Team' option.
Step 3: Click on 'Add User +'
To initiate the process of adding a new team member to your event, click on the 'Add User +' button.
Step 4: Input Team Member Details
Enter the required details for your team member, including their first name, last name, email address, and role.
The available roles include User and Admin, based on the specific functions you require. Admin grants elevated access, allowing comprehensive event management, along with control over admin features like team oversight, plan and billing management, and event security control. On the other hand, the User role provides access solely to event creation and management, without the additional administrative options.
Step 5: Click 'Add Member'
Select the 'Add Member' button to officially add the team member to your workspace.
Step 6: Confirmation
The team member will now appear in your 'My Team' view. They will receive an invitation to register and onboard as a team member for your event. This seamless process ensures efficient integration of new members into your event team.
As you conclude the journey of adding a new team member to your event, we hope this guide has proven to be a valuable resource in streamlining your onboarding process. Embracing new members enhances collaboration and contributes to the success of your event. If you have any further questions or need additional assistance, feel free to explore our comprehensive help center. Here's to a seamlessly integrated and productive team! Thank you for choosing our platform, and best of luck with your event.