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.
Inviting Members to Your Team
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.
Assigning roles to team members
When you invite a team member, like above, you will see an option to assign them a role.
Here are the roles you can assign and what they mean:
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.
Changing member roles
If you would like to change a team member's role after they've been invited, you can do that from the Organization page as well. Just follow the steps below.
In that same Members section, you will see a list of all the members already invited with their assigned roles. Just click on the role to open the dropdown and assign them a new role. You will get a notification that their profile has been updated!
That's how simple it is to invite members to your team and assign roles so you can collaborate seamlessly.
Sharing Events with your team
Effi wants to make sure that you can create, design, and stream events with the help of your team. So we allow you to select which team members you would like to share events with.
📌 You will not be able to share events with people who have not been added to your Effi organization. So make sure you complete that step first.
There are two ways to share an event with your team members.
Share events from the dashboard
From your dashboard, locate the event you would like to share and click the share arrow.
This will open a pop-up where you will be able to choose which team members you would like to share the event with. Just select their names from the dropdown.
Share events from Stage
This is a great option for when you are working on an event and decide you could use some extra help. So, instead of having to go back to your dashboard to invite your team, share the event with them right from Stage.
From Stage, click the gear icon at the bottom right.
This will open your Event Settings. Navigate to the bottom of the menu. Select the team member you would like to invite to your event and click "Share."
Once you invite a team member to your event, they will receive an invite via email. When they accept they'll be ready to help you create an amazing event.
Removing members from your team
To remove a team member from your organization you will have to go to your Organization page found in Account Settings — get there by clicking your initial in the top right corner of your Dashboard.
Once on the Organization page, find the team member you want to remove and click the trash icon. We'll confirm you're sure, just hit "delete" and that team member will be removed.
📝 If at any point you want to add a removed team member back to your organization, just invite them again.
Removing members from events
You can remove a team member from an event without removing them from your organization or any other events you may have shared with them.
From within the event you'd like to remove a team member from, click the gear icon at the bottom right of the studio.
This will open the Event Settings panel. Navigate to the bottom for a list of members who have been added to your event. Find the member you would like to remove, and hit the trash can icon.
That's all there is to it. Remember, you can add them back to the event at any time and they will still be a part of your organization and any other events that you have shared with them.