In your company, different people have different job functions and responsibilities. The same goes for building, designing, and producing events in Effi. That's why Effi includes different roles so you can have different permissions and responsibilities for each person that you invite to join your organization
Before we get into assigning roles, let's look at what those roles are.
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.
Assigning Roles
You will be able to assign roles upon inviting people to your organization.
📌 The ability to invite team members is only available to Owners and Admins.
You will be able to add members to your team in Account Settings, which you can access by clicking the Effi logo. Once there, choose "Members" from the Organization page.
To invite a new member and assign them a role, 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.
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 assign roles to your team members so you can collaborate seamlessly.