How to add event members in Zoho Backstage

Event Team

Onboard members to help you organize your event. Include organizers to design the agenda, decide speakers, select a venue, design the website, etc. for your event. Collaborate with them to plan the whole show and take care of complications that may happen on the event day. Also, call in staff who will support you with other event related tasks.
 

Add an organizer or staff

Invite co-organizers to plan the entire event with you. Bring in staff who will assist in taking care of event experience in Backstage and other event related tasks.



You can add organizers and staff in the Team tab in the Manage Console.

  1. Click the Add Members button in the right corner.

  2. Enter the email addresses of the people you want to add in the Email text box. You can also click the Pick from Portal Members link to select an administrator from your portal to be part of the event.
  3. Select the a role for the members 
    Note: Add more information for a member by editing their profile in the Team tab in the Manage dashboard of the Event Console.
  4. Click Add.
Notes
Note:
  1. You can re-invite event members who haven't joined yet by hovering over the member name and clicking the Re-invite link. You can resend up to two invitations to each member.
  2. View a member's profile by going to the Team tab in the Manage Console. Specific members can be found by using the Filter, Sort, and Columns icons. Click the dropdown for a member, then click View profile.
  3. Add more information for a member by editing their profile in the Team tab of the Manage Console.

Info
Adding staff is a paid feature enabled based on your subscription plan.

Edit a member profile


Modify details in an organizer's or staff's profile.

 
  1. Click the Edit button for a member in the Team tab. The Edit Member Profile panel will display. From here, you can:
    • Edit the preset name of the member.
    • Modify the role of the member.
      Note: If your event has only one organizer, the role of that member cannot be changed unless a different organizer is added to the event first.
    • Click Change or Delete to modify or remove the profile photo. If a photo is not already set, you can add a new photo by clicking Choose Photo.
    • Modify the organization, designation, skills and description.
    • Add or modify social pages or handles, and contact information for the member like telephone number and address.
  2. Once you're finished making changes, click Done.
Notes
Note:
  1. You can customize permissions for any member in your event by clicking the Customize Access option for them in the Team tab.
  2. Event owners permissions can't be customized.
  3. You can't modify the role assigned to a person once you have added them to the event. In order to modify the role, please delete the member and re-invite them again with the new role.

Delete a member


Remove an organizer or staff from your event. 
 

  1. Click the dropdown for a member in the Team tab.
  2. Click Delete to remove the member.
NotesNote: Deleted organizers will not be able to access the event anymore. 

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