Create a Role & Inviting a Team Member to your Organization

Create roles to determine what level of access your team members have to VenuePilot. Then learn how to assign teammates from your organization to specific roles.

Jump to:

• Inviting a Team Member to your Organization

Create a role

• In the navigation bar located at the top of your screen, hover over the Settings icon and select Roles.

• On this page you can create custom roles for your team members in order to control what permissions they have. 
• Name your role, and select each action you will allow the newly added team member to have access to.
• You can set permission levels of view, read-only, and edit. 

Inviting a Team Member to your Organization

• In the navigation bar located at the top of your screen, hover over the Settings icon and select Team.

• On this page, you can invite users to join your team and assign their role.
• Enter the user’s name, email address, and select their role from the drop-down menu.
• Click “invite” and the user will receive an invitation to join your team via email:

Next: Create your First Event!