Managing an event is a challenging task, usually requiring a team effort. While building an event or community on the Socio Platform is a simple and intuitive process, it can be a lot of work. You can add people to your Team in the Socio Platform and give them various levels of access so they can help create, manage, and administer your event. You can also set up different teams to give access to only certain events.
⭐️ Keep in mind, we recommend that each team member have their own Socio Platform account and not use a shared email. There's no limit to the number of team members you can add to your team!
Invite and edit team members
⭐️ Keep in mind, emails used to log into an event as an attendee aren't connected to Socio Platform accounts. You'll still need to invite admins to your team using the process below.
Click the drop-down menu in the top right corner of the Socio Platform, and click Team Settings.
To manage team members, click the Settings icon next to that team, then click Manage Members.
Click the Add People button to invite a new member to your team.
⭐️ Keep in mind, you can also click the Settings (⚙️) icon next to an existing team member to switch their role or delete them from your team.
In the modal that appears, enter the Email of the team member you're inviting, and add an optional Personal Message to include with the invite.
Finally, select which User Role this team member should have. Roles can be changed later if necessary.
Editors can access and edit everything associated with your Socio Platform team, including events, registrations, and apps and all of their related content.
Administrators have the same access as editors, and they can also manage the team, including inviting new members and altering team details.
Click Save Changes, and an email will be sent to the address you specified.
Accepting an invite
The email to the person you invited contains a link they can click to join the team.
⚠️ Important! If the person accepts the invitation while already logged into the Socio platform with a different email, the link likely won't work. Users should log out of the Socio platform before trying to use an invitation link.
If the person isn't logged into the Socio Platform, they'll be prompted to create a new account, but they can choose the sign in option if they already have an account associated with the email.
Once the invite is accepted, and they've logged in, they appear on the team and can begin working!
Now you know how to invite people to your team in the Socio Platform! If they're brand new to Socio, point them to our amazing Socio Academy courses to start learning. 🎓
Questions? Chat Us or Email [email protected]