Inviting Members to Your Organization
beginnerLearn how to invite members with different roles (owner, admin, manager, promoter, member).
Prerequisites
- Organization created
Watch the Walkthrough
Video walkthrough: Invite teammates and assign organization roles.
Step-by-Step Instructions
Access Members Management
Go to your organization's edit page and click on the 'Members' tab to manage organization members.
Search for Users
Open the 'Manage Members' tab inside your organization editor and use the search field to look up teammates by name or email. The system matches existing platform users automatically.
Select Role
Owners have full control, including editing organization details, inviting and removing members, and managing all events. Admins can manage members, linked schools, and events but can’t delete the organization. Managers can create and edit any organization event and invite schools but can’t change high-level org settings. Promoters focus on marketing their assigned events, while Members simply participate and receive communications. Choose the appropriate role for the member and confirm the selection in the same panel.
Important
Be careful when assigning Owner or Admin roles—make sure they understand the responsibilities before promoting them.
Manage Invitations and Members
After sending invites, monitor them in the Pending Invitations list—revoke or resend if needed. When a member accepts or declines, you and the rest of the org leadership receive a dashboard notification. Accepted members appear under Current Members where you can adjust roles or remove access at any time.