How to manage Organization teams

Learn how to create and manage your organization team by adding new members, assigning roles, and setting access levels. This guide walks you through creating users, assigning them departments, and filtering members from the listing.

What is an Organization Team?

An Organization Team consists of members with designated roles and permissions to streamline event management.

Roles range from:

Organization Owner, who has full access to all events and controls organizational resources.

Organization Admins, who create and manage events with limited access.

Organization Coordinators, who handle only their assigned events.

This structure ensures efficient event management across departments.

Steps to Create Your Team

1. Log in to the Organization backend, and select “Teams” from the left navigation menu.
   
   
   
   
   
2. Click the ‘Add User’ button to initiate the process of creating a new team member.
   
   
   
   
   
3. Fill Out the Fields: You will see a form with several fields to complete:
   
   

   Field Name	Description
   First Name	Enter the First Name of the team member
   Last Name	Enter the Last Name of the team member
   Email	Enter your email address
   Password	Enter a password that you want to set.
   Department	Select the department the user belongs to. If you select a specific department, the created user will only have access to the events within that department. If grouping users into departments isn't necessary, simply select ‘All Departments’ from the dropdown. If you haven’t created departments yet, you can assign roles without restrictions by keeping the department field set to "All Departments." Learn more about Organization Departments here.
   Roles	Select user role:  Organization Admin Can create events that are visible to themselves and the Organization Owner. They can manage and oversee their events but have limited access to certain features, such as user roles, focusing primarily on event execution without full administrative privileges. Organization Coordinator Responsible for managing only their assigned events. They can update event details, monitor performance, create new users, and interact with participants. They can access all the features available at the event level. However, they cannot create new events or add users at the organizational level. Organization Owner  Has full access to all organization events. This includes: Creating, managing, duplicating, and editing events overseeing user roles anaging departments, and  Accessing any event directly from the dashboard, ensuring complete control over event operations
   Events (Conditional - only for Organization Coordinator Role)	Visible only for the "Organization Coordinator" role. Displays a list of your organization’s events. Select the specific events you want this user to access and manage.

1. After filling out all the details, click ‘Add User’.
   
   
   
2. The form will close, and you should now see your newly created team member on the listing page.
   
   
   
   You can use the search bar or apply filters to find users quickly.