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.

Contents

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 activate a Webex Events product (Registration, Event App, Communities, Onsite, Branded Apps) or Webex Events Streaming, you first select a team. This deducts the appropriate credit from the selected team and gives members of that team access to manage the product or feature.

Screenshot of the Select a Team drop-down during product activation.

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 click Team Settings in the drop-down menu. In the modal that appears, you can see credits for your team and for other teams for which you're an Admin. 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 looks and behaves differently than what's shown below. Learn more in our Team and Credit Management for Webex Suite Users article.

Screenshot showing the process just described.

⭐️ Keep in mind, If you don't see 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.

Screenshot of the Add People modal over the Add/Remove People modal.

Finally, select which User Role the team member should have. There are two types of team members:

  • Editors can access and edit every product associated with your team. Editors can't purchase, use, 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 is automatically sent to the address you entered, where the person you invited can click a link to accept. ✉️

If the person isn't logged into the Webex Events Platform, they'll see a prompt to create a new Webex Events Platform account or sign into an existing account. Once they're logged in, they're part of the team and can begin working!

⚠️ Important! 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 above, simply click the Settings (⚙️) icon next to a member to make a change.

Screenshot of the Add/Remove people modal. The Settings menu next to a team member is expanded.

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.

Screenshot showing the process just described.

Add or remove team credits

If you purchase credits for Webex Events products, those credits appear under your name in the 'Purchaser' section of the Team, Event & App Settings modal. You can distribute these credits to teams as you see fit.

To add credits to or remove credits from a team, click the Settings icon next to the team and select Edit Team Details.

Screenshot showing the purchaser credits highlighted. The Settings menu next to a team is expanded, and Edit Team Details is indicated.

In the modal that appears, simply increase or decrease the credits for any products as needed. Below each field on the left you'll see how many of each credit type have been used out of the total assigned. On the right, you'll see 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 support@socio.events

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