Add Team Members when someone else needs access to help create or manage your HeySummit events.
Sign in to heysummit.com.
Open your Account Dashboard, then go to Team.
Select Add Team Member.
Enter their email address and choose the permissions they should have.
Choose whether they should access every current and future event or only selected events.
Optionally place them in a Team Group. A configured group can add access and permissions to matching events.
Select Add Team Member to send the invitation.
Give a Team Group access and permissions
Team Groups can organise people by client, company, department, contractor type, or another structure. They can also manage shared access without editing every Team Member individually.
From the Team page, select Manage Groups & Access.
Create or edit a group, then choose the Team Members who belong to it. Each Team Member can belong to one group at a time.
Under Event Access, choose All Events to include every current and future event, or Use Event Tags to include events carrying any selected tag. Add or change an event's tags from its Event Setup > Settings form.
Under Permissions, choose what members can do on matching events: access the dashboard, delete events, manage financials, check in attendees, or author blog posts. Can Create Events? is account-level, so Event Tags do not limit which new events a member can create for the account.
Save the group. Existing members receive the inherited access, and new matching events are included automatically.
How group and individual access combine
A Team Member receives access granted directly to them plus access inherited from their group.
Use Event Exclusions on an individual Team Member when they must not access a particular event. An exclusion takes precedence over group access.
Removing someone from a group, or deleting the group, removes access inherited from that group. Permissions granted directly to the Team Member remain in place.
Complete the invitation
The Team Member must accept the invite before they become active. If they already have a HeySummit account, they need to sign in with the invited email address. HeySummit may also ask them for a verification code sent to that address. You can edit a pending or active Team Member later from the same Team page. For a description of every role, see Understanding the roles and permissions in your event.