Effi was built with teams in mind. You will start by adding members to your organization — there is no limit at the moment— and assigning them a role. Those invited to your organization will not automatically have access to your events, you will be able to add members separately to each event depending on where you need them.
When you are ready to invite team members to your organization, just follow these simple steps and you will have your whole organization set up in no time.
📌 The ability to invite team members is only available to Owners and Admins.
All members are added in Account Settings, so you will need to go there first . You can access your settings from the main menu.
Once in Account Settings, click "Members." There you will see a list of any members already part of your organization, pending invites, and where you will be able to add more.
To invite a new member to your team, click the "Invite user " button. This will open a window where you will add your team member's information, assign them a role, and invite them to join your organization.
📌 You will be able to change team members' roles at any time on your organization page.
Roles
Owners:
Named as an owner of the organization and has the full set of permissions including access to all the all the events in that organization, organization details and preferences, and access to any financial settings for the account.
Admins:
Admins will only have access to events they have been invited to and do not have access to financial settings for the account. Otherwise, they have the same permissions as Owners.
Members:
Members will only have access to the events that have been invited to and are able to invite users to events. They will to be able to see organization details, but are unable to change any account settings except their own personal preferences. Members will also be blocked from changing streaming settings.