Invite a teammate when someone else needs to sign in to your EventSage account, such as a manager or a salesperson. The person gets a login to your account with the role you pick, and no business of their own. Team is the only plan with more than one user.
Before you start
- By default the Owner, Admin and Manager roles can invite. Other roles can't open Users & permissions.
- Your plan needs an open seat. Free and Pro have one seat, which is yours. Team includes 3, yours among them. Check your plan and what you've used shows the count.
- People you schedule and pay are staff, not teammates. Invite a staff member to the staff portal covers them.
Steps
- Open Users & permissions. It's under Settings, then Account.
- Click Invite teammate. A dialog opens.
- Type the person's address in Email.
- Open Role and choose one. Nothing is chosen for you.
- Read the box under Role. It lists what that role can reach as you have it set up, grouped under Full access, Can edit, Can view and No access.
- Click Send invitation. A message confirms the invitation went out, and the person shows in the Members list with an Invited badge.
What happens next
The person gets an email with a link and accepts it. They join your account with that role. Someone who already runs an EventSage account of their own keeps it.
An invitation holds a seat from the moment you send it, and it lasts 7 days. Until it is accepted or expires, open the menu on its row in Members to use Copy link, Resend or Revoke. Resend mails a fresh link and starts the 7 days again. The old link stops working. Revoke ends the invitation and frees the seat. An expired invitation leaves Members and frees its seat. You can then invite the person again.
Change a role or remove someone
Once a person has joined, their menu offers Change role and Remove. Remove ends their access right away and frees their seat. You can invite them again later.
If the person is named on a task rule or holds open tasks, a dialog asks who takes over from them before the change goes through. Moving them to a role that can't hold tasks asks the same. The owner's seat has no menu, because nobody can remove it or change its role.
Something look off?
Work through each check in order. Most fixes take under a minute.
It says there are no open seats
Every seat your plan includes is in use, and pending invitations count. Revoke an invitation you no longer need, or remove a teammate who has left. If the message tells you to add a seat, free one this way first. On Free and Pro, View plans opens Your plan.
The email doesn't arrive
- 1 · If a message says "Invitation created, but email failed to send", the invitation exists and the email didn't go. Open the menu on its row in Members, click Copy link and send the link yourself.
- 2 · Ask the person to check their spam folder.
- 3 · Click Resend for a fresh link. If that email fails too, the message says the old link no longer works, so use Copy link again.
It says an invitation already exists
The message reads "An invitation for this email already exists. Revoke the old one first." Find that address in Members, open its menu and click Revoke, then invite again. Resend works too if you'd rather keep the invitation you have.