Invite and manage members

A member joins your organization using an EventOps account. Their role defines permissions; teams organize the work. Membership does not mean participation in every event.

Managing invitations and members requires permission to manage users.

Invite a person

1. Open Users, then Invite a collaborator.
2. Enter the Name to display in your organization and the person’s Email.
3. Deliberately choose their Role. Check the role’s permissions before giving them management responsibilities.
4. Select their Teams, if those teams already exist.
5. Select Create to send the invitation.

The person appears under Pending until they accept. They use the received link to join your workspace, with an existing account or the offered account creation flow.

If the address matches an external contact, the application asks whether to link the identities. Link and invite keeps the connection with that record’s participations; Invite without linking leaves the history on the external record.

Follow up an invitation

Under Pending, check the address and validity. The invitation menu lets you resend or cancel it. Cancelling makes the received link unusable; you can send a new invitation later.

Someone who is already a member does not need another invitation: find their row under All and check their status.

Update a member

Select the person to open their preview, then Open full profile to view their record. Depending on your permissions, you can change their role, teams and organization-specific information. Their display name here may differ from their personal profile.

Deactivate suspends access to the organization. Reactivate restores it. Remove from organisation ends their membership: read the consequences before confirming. This does not delete their account in other organizations.

For someone helping for a limited period or event, use temporary members. To organize existing members, continue with teams.