Team & Access
Manage roles, project assignments, and access scopes for your organization.
Team Members
Each member has an organization role and an access scope. Manager and Staff are restricted to assigned projects only.
Invite New Member
Assign Projects
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Roles & Access Scopes
What each role can access across the organizer platform.
Organization-wide
Owner / Admin
- Full access to all events, registrations, and organizer tools
- Manage Organizer Credits, Referral Program, and Revenue Tools
- Assign roles and project access to team members
- Manage organization settings, billing, and plan upgrades
- View analytics, payment setup, and payout information
Financial visibility only
Finance
- View Organizer Credits balance and credit transaction history
- View payouts, fees, and settlement reports
- Export accounting and reconciliation data
- Review refund and payment policy
- No access to events, attendee data, team management, Referral Program, or Revenue Tools
Assigned projects only
Manager / Staff
- Access only assigned events and their registrations
- Check in attendees and use onsite tools for assigned events
- Cannot view or discover unrelated project data
- No access to Billing, Credits, Referral Program, or Revenue Tools
- No access to organization settings or team management
Project-scoped access — Manager and Staff members only see events you explicitly assign to them. They cannot browse other projects, attendee lists, check-in data, or exports outside their scope. Organization-level tools — including Organizer Credits, Referral Program, Revenue Tools, Billing, and Settings — are accessible to Owner / Admin only, with Credits history also visible to Finance.