Overview
Invite your team to access the Admin dashboard, assign appropriate roles, and manage permissions all in one place.
1. Navigate to the Accounts Page
In Admin, go to Settings → Accounts from the left-hand menu.
This page lists all existing Admin and Staff accounts.
2. Add a New User Account
Click Add User Account in the top-right corner.
A pop-up will open prompting you to fill in user details.
3. Enter User Information & Assign Role
In the pop-up:
Email: Enter the user’s email address.
First Name and Last Name: Fill in the names.
Role: Select from the dropdown. Options currently include:
User: Limited access for day-to-day operational tasks.
Manager: Broader access — manages events, spaces, or members.
Super Admin: Full access to all settings and controls (typically the original account).
Note: At this time, role permissions are placeholders and do not enforce granular access controls yet.
4. Choose Invitation or Immediate Creation
Invite: Sends an email invitation so the user can set their own password.
Create: Allows you to set up the account manually now (potentially set password yourself).
5. Monitor Invite Status
After submission, the new user appears in the Accounts table. If they haven’t accepted yet, their status displays as Invite pending.
Once they accept, the status updates automatically.
Use the three-dot menu (⋮) beside any user to Manage or Revoke invites if needed.
Admin Tips
Assign the Manager or User roles rather than full Super Admin to reduce risk of unintended configuration changes.
Keep your user list clean: regularly review accounts with “Invite pending” status older than 30 days and revoke if unused.
Once granular permissions are available in future updates, map each role to specific modules (e.g., Spaces, Payments, Members) to enforce least-privilege access.
Ensure all staff invited use unique emails and have proper onboarding/training before granting access.