Team Settings
Add team members to your company profile to achieve two things:
The staff you add here will be visible on your public profile page.
Grant staff permission to manage your account's financials.
Add staff to your team
To add staff to your team:
Click on 'Add team member'
Search the name of the team member you wish to add.
Select the team members and click 'Save'.
Select the job that each staff member fulfills at your company.
Select each team member's authorization:
Authorized - they are authorized to view your event financials.
Unauthorized - they are unable to view your event financials.
Note: For more information, see 'Manage Team Financial Permissions' below.
Your staff will now be visible on your public profile page along with their job title.
To remove a team member, click the grey cross icon next to the team member's name.
Note: Your staff must have a Pegasus account for you to be able to search and add them. If they do not have an account, click 'Invite staff' and enter their email address to send them a link to sign up.
Manage team financial permissions
As an Event Organizer, you may want certain staff (such as your Secretary) to help you manage your event financials.
There are two financial components of Pegasus for Event Organizers:
Event financials - the financial tab inside a single event where you can view revenue, refund payments, and transfer funds to your Pegasus account.
Account financials - the finances tab in your profile settings. This is where you connect your bank account and transfer your earnings to your account.
The team tab allows you to give your staff access to '1 - Event Financials'. Only you can access '2 - Account Financials'.
Select staff member permissions
To give staff members access to your Event Financials:
Follow the instructions above to add staff to your team and give them a job role.
Once you add staff, click on the 'Authorization' box next to each staff member.
Select Authorized to give them access to your Event Financials.
Select 'Unauthorized' to hide your event financials from them.
Only members who are 'Authorized' will be able to view the Finances tab inside a single event.
FAQ
How can I add people to my staff?
Staff for your company can display in two locations, on your public profile page, and inside a single event.
To add staff to your public profile page, go to your ‘Team Tab’ in your profile settings and add staff.
To add staff to a single event, you will add them in the ‘Staff’ tab during the create event process. If you want to add staff after you have already created an event:
1. Click on the event, this will take you to the Manage Event dashboard.
2. Click on the pink ‘Manage’ button in the top right corner.
3. In the modal that appears, click the ‘Edit Event’ button.
4. This will take you to the edit event form. Navigate to the Staff tab and add the extra staff members.
5. Once done, click the ‘Save Changes’ button in the top right corner.
6. To return to your single event dashboard, click the back arrow in the top left-hand corner.
7. Your new staff will now be saved to this event.