Each member is assigned a role that determines what they can access within the event. You can invite members directly to the event or add existing portal members to your event team.

Inviting Event Team Members 

Invite members to collaborate on your event and assign roles based on their responsibilities.

1. Navigate to Manage > Team from the Dock.
2. Open the Members tab.
3. Click Invite Event Members. The Invite Members side panel will appear. 
   
   
   
   
4. Enter one or more email addresses.
   • To invite multiple members, separate email addresses with commas.
5. Select a role from the Role dropdown.
6. Click Add.

An invitation email will be sent to the specified users. Members will be added to the event after accepting the invitation.

Add Portal Members to an Event 

If a user already has access to your Zoho Backstage portal, you can add them directly to the event.

1. Navigate to Manage > Team from the Dock.
2. Click Invite Event Members.
3. Click Pick from Portal Members.
4. Select the portal members you want to add.
5. Click Add.

View Event Team Members 

The Members tab displays all users who have access to the event. From this page, you can:

• View member names and email addresses
• View assigned roles
• Check invitation and membership status
• Track profile completion progress
• Search for specific members
• Sort and filter the member list

The page also displays portal members who have access to the portal but are not currently part of the event team.

Reinvite Event Team Members

You can resend invitations to members who have not yet joined the event.

1. Navigate to Manage > Team from the Dock.
2. Locate the invited member in the Event Members list.
3. Click Reinvite beside the member’s status.

A new invitation email will be sent to the member.

Editing Member Profiles

Maintain detailed profiles for organizers and staff participating in your event. You can update information such as:

• First name and last name
• Profile photo
• Organization
• Designation
• Skills
• Biography or description
• Social media profiles and handles

To edit a member profile

1. Navigate to Manage > Team from the Dock.
2. Locate the member you want to update.
3. Click Edit.
4. Modify the required information.
5. Click Done.

Viewing Member Details

View a team member’s profile and event information.

1. Navigate to Manage > Team from the Dock.
2. Locate the member in the Event Members list.
3. Click the dropdown menu beside the member.
4. Select View.

Customizing Member Access 

Customize permissions for individual members without modifying the permissions of the role assigned to them. Customized permissions apply only to the selected member and do not affect other users with the same role.

1. Navigate to Manage > Team from the Dock.
2. Locate the member whose permissions you want to modify.
3. Click the dropdown menu beside the member.
4. Select Customize Access.
5. Modify the required permissions.
6. Save your changes.

Members with customized permissions are identified by an indicator beside their assigned role in the Members list.

Resetting Customized Access 

Remove custom permissions and restore the permissions inherited from the assigned role.

1. Navigate to Manage > Team from the Dock.
2. Locate the member whose permissions you want to restore.
3. Click the dropdown menu beside the member.
4. Select Reset Customized Access.
5. Confirm the action.

Removing Event Team Members 

Remove members who no longer need access to the event.

1. Navigate to Manage > Team from the Dock.
2. Locate the member you want to remove.
3. Click the dropdown menu beside the member.
4. Select Delete.
5. Confirm deletion in the dialog box. 

The member will no longer have access to the event.

Removing a member from an event does not remove them from the portal.

Leaving an Event 

Members can leave an event when they no longer need access.

1. Navigate to Manage > Team from the Dock.
2. Locate your member profile.
3. Click the dropdown menu beside your name.
4. Select Leave.
5. Confirm the action.

You will be removed from the event and will lose access to all event resources.