Managing an event is a challenging task usually requiring a team effort. Add members to your team with various levels of access to help create, manage, and administer your event in the Socio Platform.
⭐️ We recommend that each team member have their own Socio Platform account, and not use a shared email. There is no limit to the number of team members you can add to your team!
Steps to Invite Team Members
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 in order to invite a new member to your team.
Enter the Email of the team member you are inviting. Optionally, add a customized Personal Message to include with the invite.
Select which User Role this team member should have. See below for specifics on the two roles.
Click Save Changes and wait for your new team member to accept the invitation. Once they do, they will appear on the team and can begin working on your event!
⚠️ Important! If the user 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 the invitation link.
The user role option allows you to choose which level of access you would like to to give this attendee.
⭐️ Keep in mind, you can always change this later.
This is the default role. Users with this role will be allowed to access and control the events and apps in this team and all the related content.
Users with the administrator role will be given the same access as editors, as well as, being able to manage the team. This includes inviting and removing members from the team as well as altering the Team Details such as the team's name.
⭐️ Keep in mind, Socio Platform Teams can be used to allow your coworkers or team members to edit your apps, events, Lead Retrieval and Live Display, and to manage access to them. Interested in using teams to manage access? Check this out!
Questions? Chat Us or Email [email protected]