We know it can take a village to put on a great event, so Webex Events teams are designed to simplify inviting collaborators and managing their access to your apps, events, and other Webex Events products. Need to upgrade that village to a town? Your team can have as many members as you want. 👍 When you buy Webex Events product credits, they're associated with teams as well.
This article explains how to invite and edit team members and manage Team Settings. If you're an Admin on your team, you're in the right place!
Before you get started...
If you're a Webex Suite Enterprise customer with 'Webex Events Admin' permission in Control Hub, start with our Team Management for Webex Admins article.
How do teams and credits work?
When you purchase your first Webex Events product, we create a team for you in the Webex Events Platform and add credits for the product you purchased.
When you create an Event or Community, you must select a team. Then, when you activate a Webex Events product (Registration, Event App, Communities, Onsite, Branded Apps) or Webex Events Streaming, the appropriate credit is deducted from the selected team, and members of that team have access to manage the product or feature.
To summarize, the two functions of teams are:
To track product and feature credit purchase and usage
To manage team member access to your Events
Access team settings
To access team settings and manage credits and members, click your profile image in the top right corner of the Webex Events platform, then select Team Settings in the drop-down menu. In the modal that appears, your team's credits and credits for other teams for which you're an Admin appear. Keep reading to learn how to add and manage team members.
If you're a Webex Suite Enterprise customer with 'Webex Events Admin' permission in Control Hub, the Team Settings modal appears and behaves differently than what's shown below. Learn more in our Team and Credit Management for Webex Suite Users article.
💡 Keep in mind, if you can't find the Team Settings option, it means you're not an Admin on a team.
Add team members
Click the Settings (⚙️) icon next to a team you want to manage and click Manage Members. In the Manage Members modal, click the Add People button to invite a new member to your team. In the Add People modal, enter the email of the team member you're inviting and an optional personal message to include with the invite.
Finally, select a User Role for that team member. There are two types of team members:
Editors can access, edit, and activate every product associated with your team. Editors can't purchase or reassign team credits.
Administrators have the same access as editors, and they can also manage teams. This includes purchasing and using credits and inviting new team members.
Click Save Changes, and an invite email automatically goes to the address you entered, where the person you invited can click a link to accept. ✉️
💡 Keep in mind, the invite email comes from email@example.com so some providers may sort it into a Spam or Junk folder. Have your invitees proactively add this email address to their allowlist to ensure they receive the invite.
If the person isn't logged into the Webex Events platform, they'll be prompted to create a new Webex Events platform account or sign in to an existing account. Once they're logged in, they're part of the team and can begin working!
⚠️ Caution! If the person clicks the link to accept the invitation while already logged into the Webex Events platform with a different email, the link might not work. Users should log out of the platform before using an invitation link.
Edit team members
To edit an existing team member's role or delete them from your team, or to access the Manage Members modal as described earlier, simply click the Settings (⚙️) icon next to a member to make a change.
Manage team settings
⚠️ Caution! We don't recommend creating a new team or transferring credits unless a member of our staff has instructed you to do so.
To rename a team or transfer credits between different teams, click your profile icon in the top right corner of the platform and select Team Settings from the drop-down. In the modal that appears, click the Settings (⚙️) icon next to the team you want to manage and click Edit Team Details.
Add or remove team credits
If you purchase credits for Webex Events products, those credits will appear under your name in the 'Purchaser' section of the Team Settings modal. Distribute these credits to teams as needed.
To add credits to or remove credits from a team, click the Settings (⚙️) icon next to the team and select Edit Team Details.
In the modal that appears, simply increase or decrease the credits for any products as needed. Below each field on the left you'll find how many of each credit type have been used out of the total assigned. On the right, you'll find how many you have available to assign to the team.
If you remove credits from a team, you can then reassign them to a different team. Click Save Changes when you're done adjusting credits.
Now you know how to invite people to your team and manage team settings in the Webex Events platform! If team members are brand new to Webex Events, point them to our amazing Webex Events Academy courses to start learning about our products. 🎓
Questions? Chat Us or Email firstname.lastname@example.org