Adding members to your organization in the Swapcard Studio allows you to distribute responsibilities and manage your events more efficiently. This guide will walk you through adding new members, assigning roles, and managing permissions within your organization.
How to add a member to your organization
To add a new member to your organization, follow these steps:
Log in to the Studio.
Click on your Organization's name.
Select "Settings & Members" from the dropdown menu.
4. Click on the "Invite a member" button.
5.On the next screen, enter the new member's email address and select their role from the available options: Admin, Community Manager, or Event Manager. For more details on each role, refer to this article.
6. Click "Add member" to send the invitation.On the next screen, you need to enter the new member's email address,and then select among the three different roles available: Admin, Community Manager, and Event Manager.
After the member has been invited to your Organization
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:
Invited members will appear under Pending invitations until they complete the acceptance process. Once they have accepted, they will move to the Members section at the bottom of the Organization page.
How to change an organization member’s role
Companies evolve, and so do their needs! If an Organization member's permissions need to be adjusted, Admins simply need to click on the corresponding Member in the list. This opens a sliding panel where the role can be changed.
Removing an Organization member
From the same sliding panel, click on Remove Member if you wish to remove a Member from your 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.
By managing your organization's members effectively, you can streamline event planning and execution. Assigning appropriate roles allows you to delegate tasks efficiently and maintain control over your organization’s operations, making it easier to scale your events and manage them effectively.