¶ Team
¶ Overview
Manage your organizational and/or convention team members and adjust their permissions.
¶ Common Procedures for Teams
¶ Fields
Note: Mandatory fields are denoted by a
Email- The email address of your team member
If a login does not exist one will be created.
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First Name- The first name of your team member -
Last Name- The last name of your team member -
Level- Select one of Founder, Organization, ConventionFounder- Provides full permissions to all levels of the organization and conventions.Organization- Provides access to the organization and convention levels with the selected permissions.Convention- Provides access to all conventions connected to this organization with the selected permissions.
¶ Permission Levels
All Permissions provided can be broken down into three Levels:
None- No manage access is provided to this areaRead-Only- The data contained is this area can be read, but no changes can be made.Full- Full access to the area is granted
¶ Organization Permissions
Conventions- Access to the Conventions at the organization level.Memberships- This is a feature in development.Library- Access to the Library at the organization level.Billig- Access to billing, payments, and audits.Team- Access to team members and permissions.Settings- Access to organizational settings like logo and location.
¶ Convention Permissions
Announcements- Access to Announcements.Badges- Access to the Attendees area.Groups- Access to the Groups area.Volunteers- Access to the Volunteers area including roles and assignments.Pages- Access to the Pages area for Information pages.Registration- Access to the Registration area.Schedule- Access to the events Schedule area.Checkout_ Access to the game Checkout area.Billing- Access to the Convention level Billing area including payouts and audits.Settings- Access to Convention level settings such as name, location, and if the site is public or private.
¶ Membership Permissions
¶ Procedures
¶ Add a Team Member
- Click the Create button.
- Enter the Email Address of the team member.
-
Note: The field will indicate if a Cardboard Events account already exists or if one will be created.
- Enter the First Name and Last Name of your team member.
- Select their Level of permissions
- Toggle permissions for each area as needed.
¶ Remove a Team Member
Either:
- Click on the row of the team member you wish to remove.
- Click Delete
Or:
- Use the checkbox to select the rows of the team members you wish to remove.
- Click Delete
¶ Modify a Team Member
- Click on the row of the team member you wish to modify.
- Modify the permissions required.
- Click Save to save the changes.
The Save button is only available if a change has been made.
The Undo button will revert to the last saved permissions for the team member.
¶ Video Tutorial