We know it can take a village to put on a great event! Socio Platform Teams are used to track Socio product credits and to let others edit and manage your apps, events, and registrations alongside you. Team members can either be Editors that can contribute to content, or they can be Administrators who can work on content and invite others to do so. Best of all, you can invite as many team members to your team as you want, no restrictions. 👍

Screenshot showing the Team Settings menu item.

How do teams work?

After you contract Socio's services, we create a team for you on the Socio Platform and add credits to it for each product you purchase. Before you can publish events, registrations, or other Socio products, or activate certain features, you must select a team to associate it with so that the credits you purchased can be applied.

Teams also let you grant other people access to any events, registrations, or other Socio products associated with your team.

Invite and edit team members

To get your team members collaborating on your events, follow the process below. You can also use this process to add a new login email for yourself if you lose access to your existing login email account. 🧠

⭐️ Keep in mind, the attendee account used to log into an event isn't connected to your Socio Platform account. You'll need to invite admins to your team using the process below. We recommend that each team member have their own account, and not use a shared email to sign up.

Click the drop-down menu in the top right corner of the Socio Platform, and click Team Settings. If you don't see this option, it means you're not an Administrator on a team.

Screenshot showing the Team Settings menu item.

To manage team members, click the Settings icon next to that team, then click Manage Members.

Screenshot showing the Settings menu expanded.

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.

Decorative image.

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, 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.

Screenshot of the Add People modal.

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.

Screenshot of the Invite email.

If the person isn't logged into the Socio Platform, they'll be prompted to create a new account, and 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're part of 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. 🎓

Manage team settings

To manage teams you're part of, click your profile image in the top right corner of the Socio Platform, and click Team Settings.

In the modal that appears, you can see the number of credits available for each team you're part of. Click the Settings (⚙️) icon to rename a team, or transfer credits from the team so you can apply them to a different one.

⚠️ Caution! We don't recommend creating a new team or transferring credits yourself unless a member of Socio's staff has instructed you to do so.

You can also click Manage Members to remove team members who are no longer with your organization.

Questions? Chat Us or Email support@socio.events

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