Adding Team Members and Administrators

If you need a colleague to access the PheedLoop dashboard, this can easily be done by adding them as team members!

The difference between administrators and team members lies in their permission sets. Admins will have access to everything in the Event Dashboard and can make edits as they please. A team member can be configured to have the same level of access or restrictions as determined by the admin. Only admins may invite team members on PheedLoop. Team members cannot add invite additional users.

The distinction is specifically about organization-level control vs. event-level work. Team members are meant to help run events, while admins control the business side of the account.

Understanding Roles: Event Admins vs. Team Members

When scaling your event management, choosing the right permission level is key to balancing security with productivity. The platform distinguishes between Organization-level control (Admins) and Event-level execution (Team Members).

The Role Comparison

Setting Up Team Members 

1. From the drop-down menu at the top right corner of your Dashboard, navigate to Settings > Team Members > Team
2. Above the Team table select Invite 
3. Fill out their email address
   1. It's okay to leave the other options blank unless you want to restrict their access to certain events and features. You can add up to 10 team members. If you require additional members, the cost will be $99 Per Team Member or Admin. Please contact support for assistance (support@pheedloop.com)
4. Select Send
5. You may also remove team members by clicking on the Blue Action button associated to each team member

Once the invite is sent, the team member will receive an email that contains a link to set up their account. When the account is set up and a password is created, your team members can log into the dashboard at https://dash.pheedloop.com/.

Setting up Restrictions

If you only want your team members to view a certain section within the dashboard, and are looking to restrict access to other sections, you can set this up prior to sending out the invite. By default, team members will have access to all events.

1. From the drop-down menu at the top right corner of your Dashboard, navigate to Settings > Team Members > Team
2. Above the Team table select Invite 
3. If the member is already assigned as a Team Member, simply click on their name from the list
   1. Read Only will restrict the Team Member from making any edits in the Event Dashboard while still allowing them to view its contents.
   2. Delete Records allows the Team Member to delete records such as Contacts in the Membership Dashboard. If this is disabled, the Team Member will not be able to remove them. This is enabled by default.
   3. Allowed Events will restrict the events they have access to. Any events not selected from the list will be restricted to them. If no events are selected they will have access to all events within your organization.
   4. Feature Restrictions will limit the dashboard modules the selected team member can access. When a module is selected, the team member won’t be able to access it in the dashboard. If no modules are selected they will have access to all modules within your organization.

When a team member accesses the event and tries to select the feature they are restricted to, they will receive a message that reads ‘You don't have permission to access this module, please talk to your organization's administrator to request access.

Setting up restrictions is a great feature for managing event staff and volunteers. For example, if you have volunteers that are only managing Sessions, you can restrict access to all other sections before sending them the invite. This way you ensure that they don’t accidentally make any changes to any other section but the Sessions section.

Setting a Team Member as an Administrator

Please note, once a team member is made an admin, their account can no longer be edited. The new admin will need to remove the status from their own account or from a fellow administrator.

1. From the Event Dashboard, navigate to your email on the top right corner and select Settings
2. Navigate to Team Members
3. Select the Team Member you wish to promote to Administrator
4. Toggle on the Admin checkbox
5. Select Save Changes

If you wish to remove an admin, simply toggle off the Admin checkbox and select Save Changes. Please note, only Admins can remove the admin status, other Team Members will not be able to remove the admin status.