This article for Webex Suite Enterprise Agreement customers describes how to add and manage teams, team members, and credits in the Webex Events platform. If you're not a Suite EA customer, refer to our article about managing Webex Events teams to learn how to manage your team.
User types and levels of access
For instructions on adding team members to your Webex Organization, refer to the Add users manually on Control Hub article on help.webex.com.
There are several types of users we refer to in this article:
Organization administrator (CH) - Sometimes called a 'Full Admin', this Control Hub (CH) user automatically has the 'Webex Events administrator' permission and can grant that permission to other users in Control Hub. They can also do everything that other user types can do.
Webex Events administrator (CH) - This CH user can log in to the Webex Events platform and manage Webex Events teams, credits, and Team Admin users. They can also do everything that Webex Events Administrator and Editor user types can do.
Administrator (Webex Events) - This user exists only in Webex Events. They can manage Webex Events products, credits, and teams.
Editor (Webex Events) - This user exists only in Webex Events. They can manage and activate Webex Events products, but not credits or teams.
Until a Control Hub user with Organization administrator or Webex Events administrator permission logs in to the Webex Events platform and creates a team, non-Control Hub users can't join the team and manage Webex Events products.
How teams and credits work
Webex Events teams have two functions:
Track product and feature credit purchase and usage
Manage team member access to your Events and Communities
When you activate a Webex Events product (Registration, Event App, Communities, Onsite, Branded Apps), Webex Events Production Studio, 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.
💡 Keep in mind, you can't activate a Webex Events product with your main organization team. You must create a team in the Webex Events platform and assign credits to it before activating any products. Keep reading to learn how.
Team and credit types
As a Webex Suite EA customer, you can create and manage two types of teams in Webex Events: Organization teams and Independent teams. The following table shows how each type of credit works for each team type.
💡 Keep in mind, the 'Organization teams' and 'Independent teams' referenced in this article exist only in the Webex Events Platform, not in Control Hub.
(Suite EA customers)
# of attendees (external only)
# of members (external only)
# of licenses
# of licenses
# of hours viewed
# of registrants (external only)
Webex Events Organization teams can create an unlimited number of Event Apps, Communities, and registrations for an unlimited number of internal attendees. Internal attendees are people whose email domains match the domains registered to your Organization in Control Hub.
Organization teams can only use credit types assigned by a user with Webex Events Admin permission in Control Hub. This means that Organization team admins can't buy or transfer credits like Independent team admins can.
Independent team admins, as the name suggests, can buy and transfer credits themselves as needed.
To learn how to access the Webex Events Platform from Control Hub, refer to our article about activating Webex Events for your Webex Organization.
When you log in to the Webex Events platform for the first time, you must create a new team in Webex Events and assign it credits before you start setting up any Webex Events products. Keep reading to learn how.
From any page in the Webex Events platform, click your user image in the top right corner of the page, then click Team Settings.
There are two tabs in the modal that appears — Organizations and Independent Teams. These tabs show how many of each team's assigned credits have been used and how many are unassigned. You can also create new teams, transfer credits, and invite or remove team members.
Create a team
To create a new team, click the tab for the type of team you want to create, then click New Team.
💡 Keep in mind, Organization type teams are for Suite EA customers.
In the modal that appears, enter a Team Name, then assign any available credits. The total available credits appear below each field on the right. Click Save Changes when you're done.
Now let's add some members to that shiny new team. 🎇
Invite team members
💡 Keep in mind, team members you invite here only have access to the Webex Events Platform. They can't access your Control Hub Organization.
To invite someone to a team, click the Settings (⋯) icon next to the team, then click Manage Team.
In the modal that appears, click the Add People button to invite a new member to your team. Simply enter the email of the team member you're inviting and add an optional message to include with the invite.
Finally, select a User Role for the 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.
Click Save Changes, and an email with an invitation link automatically sends to the address you entered. ✉️
If the person isn't logged in to 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 in to 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, simply open the Manage Members modal as described earlier and click the Settings (⋯) icon next to a member to make a change.
Edit team name and credits
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 select Manage Credits.
In the next modal, simply edit the team name or edit credit assignments as needed.
Now you know how to create a new team, 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