We know it can take a village to put on a great event, so Teams are designed to simplify inviting collaborators and managing their access to your apps, events, and other Socio products. When you buy Socio product credits, they're associated with teams as well. Need to upgrade that village to a town? Your team can have as many members as you want. 👍

Screenshot of the Team Settings option.

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!

Contents

How do teams work?

When you purchase Socio products, we create a team for you in the Socio Platform and add credits for each product you purchase. When you activate certain features or publish Socio products, you select the team associated with the credits you purchased.

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

Teams also let you grant other people access to events, registrations, or other Socio products associated with your team. There are two types of team members:

  • Editors can access and edit every product associated with your team.

  • Administrators have the same access as editors, and they can also manage the team, including inviting new members and editing team details.

Access team settings

As an Admin, you can invite new team members and edit existing members' access, edit your team name, and manage product and feature credits.

To access team settings, click your profile image in the top right corner of the Socio Platform, then click Team Settings in the drop-down menu. In the modal that appears, click the Settings (⚙️) icon next to the team you want to manage and click Manage Members.

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

In the Manage Members modal, click the Add People button to invite a new member to 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.

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

Finally, select which User Role the team member should have and click Save Changes. An invite email is automatically sent to the address you entered.

⚠️ Important! If the person clicks the link to accept the invitation while already logged into the Socio Platform with a different email, the link might not work. They should log out of the platform before using the invitation link.

Screenshot of the team invite email.

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

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.

Now you know how to invite people to your team and manage team settings in the Socio Platform! If team members are brand new to Socio, point them to our amazing Socio Academy courses to start learning about our products. 🎓

Questions? Chat Us or Email support@socio.events

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