PRODUCT & SETUP GUIDE · 4 STEPS

Invite staff and choose access

Assign people to events and choose the access they need. A roster job title alone does not grant account access.

Follow these steps

1. In Staff & User Accounts, save the person’s email in their staff record.
2. Open the actions menu and choose Invite / manage login access. Select the access level, then Invite staff by email.
3. The recipient signs in or signs up with the invited email, verifies it, reviews any required terms, and accepts the invitation.
4. Use the access controls to resend an invitation, change permissions, or revoke access.