Managing team members and ownership within your Swapcard Studio organization helps distribute responsibilities, ensuring each team member has appropriate access and permissions. This enhances efficiency by delegating specific tasks while maintaining control over critical settings. Transferring ownership can also be crucial when the organization structure changes, such as when a team member leaves or changes roles.
How do you add a member to your organization?
To add a new member to your organization in Swapcard Studio, follow these steps:
Log in to the Studio using your credentials.
Click on your organization’s name located in the top-right corner of the dashboard.
Select "Settings & Members" from the dropdown menu.
Click on "Invite a member" to open the invitation form.
Enter the email address of the new member.
Select the role from the available options:
Admin: Full access to all settings and event management.
Community Manager: Manages attendee interactions and community content.
Event Manager: Oversees event-specific operations such as scheduling and exhibitors.
Click "Add member" to send the invitation.
Once you’ve sent an invitation, the new member will receive an email prompting them to accept. The invitation email will guide them to either create an account (if they don’t have one) or log in. After logging in, they will need to confirm or decline the invitation.
Pending invitations will be visible in the "Pending Invitations" section until accepted.
How do you manage member roles and permissions?
As team responsibilities change, you might need to adjust the roles of existing members. To change a member's role:
Go to "Settings & Members" in Swapcard Studio.
Find the member and click on their name to open a sliding panel.
Select the new role for the member (Admin, Community Manager, or Event Manager).
Click "Save" to confirm the change.
If you want to know more about the roles' attributes click here.
How to transfer ownership of the organization?
The Owner of the organization has full control over all events and settings within the Studio. If the current Owner needs to transfer ownership to another team member, follow these steps:
Log in to Swapcard Studio and navigate to "Settings & Members".
Locate the current Owner’s name and click on "Set a new owner".
3. Choose a new owner from the list of Admins.
Ownership can only be transferred to an existing Admin. If there are no Admins available, you will need to promote another member to Admin before transferring ownership.
How do you remove a member from your organization?
If a member no longer needs access to the organization, you can remove them:
In "Settings & Members", locate the member you want to remove.
Click on the member’s name to open the sliding panel.
Select "Remove Member".
This action immediately revokes their access to the organization.
Can't find the invitation to join an Organization?
Make sure that you're logged in to the Studio with the same email address where you receive the invitation email.
Effectively managing members and ownership in your Swapcard Studio organization ensures smooth event operations and clear accountability. By delegating roles and transferring ownership when needed, you allow your team to focus on specific tasks while maintaining overall control. Keeping roles up to date and ensuring that ownership is accurately assigned contributes to better team collaboration and more efficient event management.
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