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How to manage the team?

How to invite team members, collaborators, and session moderators?

SupportTeam avatar
Written by SupportTeam
Updated over a week ago

As an organizer, you can invite members to your organization's Team. Moreover, you can enable or disable each team member's access to each particular event in the Collaborators Tab.

The main difference between collaborators and team members is that collaborators are invited to manage a particular event when a team member is added to your organization.

Team Members

Navigate to your organizer account and open the “Team” tab, or simply follow this link. It shows the list of your team members and their roles.

To invite someone to your organization, click on the "Add members" button in the upper right corner. Then enter a person’s email address in the special field, and choose their role - Content manager, or Administrator.

The content manager is responsible for adding suitable content to the event but does not have access to event settings. The admin has full rights to manage both the account and event settings.


NOTE: Admins can create events, while content managers cannot.

Once the invitation email is sent to a recipient, you will be able to see the status of the invitation and copy the invitation link by clicking on "Invite", if necessary.

As soon as your new team member follows the link, they will be offered to create an account on PINE. Then this person will join your team members list.

If you click on three dots in front of your colleague, you will be able to choose the following options:

  • change their role - to the Content manager or Administrator

  • deactivate - it allows to temporarily remove access to the organization

  • delete - ensures a permanent removal of someone from the organization

Collaborators

A new team member automatically appears in the Setup section General Team tab with the "Enabled" status. It means this person has the right to manage and fill your event with content.

To remove your colleagues' access to the specific event, you need to click on three dots in front of them, then select the option "Change Status", and change it to "Disabled".

There you can also choose "Change Role" to change the role of a collaborator.

Session Moderators

Session moderators can be invited through the Team's tab as well. To do it, navigate to the Setup section General Team tab, click on the button "Add Moderator", and select a person from the drop-down attendee list.

Moderators are usually invited to particular events, so they are not added as team members.


Still have questions? Please contact us at [email protected] or in the chat on the website.

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