What are Team Members roles?

In the Team Members section, every team member can be assigned a specific role, granting them the necessary access to effectively perform their duties. While adding a new team member, the Manager with an admin role must assign at least one role to the new Team Member. Later on, they can edit the roles assigned. Below is an overview of the available roles: Admin, Events Manager, and
Financial / Accounting Role.

1. Admin Role

Admins have the highest level of access and can manage all aspects of the account.

• Add/remove a team member
• Edit roles assigned to team members
• Edit venues assigned to team members
• Manage enquiries (respond to a client, send/accept offers etc.)
• Receive email notifications regarding enquiries
• Access the payouts section and preview transactions
• Configure bank account settings
• Edit venue profile

2. Events Manager Role

The Events Manager provides access to tools and features related to event management without granting access to financial information and administrative settings.

• Manage enquiries (respond to a client, send/accept offers etc.)
• Receive email notifications regarding enquiries

3. Financial Role

The Financial Role is designed for team members who manage the financial aspects of your account.

• Access the payouts section and preview transactions
• Receive invoices and finance-related emails
• Manage enquires

Assigning Roles to Team Members

As an Admin, you can assign roles to each team member, by following these steps:

1. Navigate to the Team Members Section
2. Click the three dots next to the team member you want to grant specific access to
3. Select the appropriate role (Admin, Events Manager, or Financial Role)
4. Save the changes