How to add another team member to your organization

  • Updated

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You can add another person from your team to your event on Hopin to help manage and organize things by going to your Organization account.

Note: Have in mind that depending on the plan, adding additional organizers might add additional costs. Check all of our currently available plans, features and prices here.

It's very simple to add a team member to your organization. However, this may look different depending on the dashboard you have enabled. The original dashboard and the new, simplified dashboard look slightly different so choose an option from the tabs below to get started.

Alternatively, if you are on a self-serve plan then you may see that you have "seats" to fill. 

  • First, open the Team tab on your Organization's account.

    Enter the email address of the team member that you would like to add and click Send Invite.

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    That's it, you've sent your invite! Next, your new team member will need to accept the invitation via the email they receive.

  • In the new, simplified dashboard, click on your Organizer name from the banner at the top of the page. In the drop down that appears, select Manage Organization.

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    Select Team from the tabs in the panel on the left hand side and then click Invite team member.

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    In the new pop-up that appears, enter the email address of the team member you would like to add. You will also need to choose their "Org role" - select whether you want them to be a:

    • Member - create new events and can be added to edit specific events by the Organizer
    • Admin - can edit and create all existing and new events, and can manage the Organization

    Next, click Invite.

    Tip: For more information on understanding Roles and Permissions, check out this article

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    That's it, you've sent your invite! Next, your new team member will need to accept the invitation via the email they receive.

 

The email they receive should look like this:

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Clicking on the Go to Hopin button will take them to the Hopin homepage. They need to login or sign up with the same email address you sent the invite to. Once the invitee accepts the invitation, you will see a new Organizer added as a team member to your Organization.

Note: An account is not automatically generated for a new Organizer, but instead they must create an account to be able to accept the invitation. Share this guide with new Organizers to help them get started.

If the invitation still shows as pending, please have the invitee log into their Hopin account using the email you sent the invite. Once they are logged in, they will be met with the invitation on their home page.

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What are "seats" and how do they work?

If you are on a self-serve plan then you will notice that you have "seats" included in your plan (1 on Starter & 5 of Growth), as displayed on our pricing page.

If you use more seats than are included, then you will be charged for your additional team member(s).

The cost depends on the number of days that are left till the end of the billing cycle, and if you remove a seat you will automatically receive prorated credits for the remaining time left till the end of the cycle.

If you remove a team member, the seat will remain therefore you will need to also remove the empty seat to avoid being charged.

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Note: On yearly plans it is only possible to purchase a seat for a year, but you can remove it whenever you wish, and will automatically receive the prorated credits.

Note:

  • Organization admins have the same controls over the event management process. Please invite additional team members wisely.
  • New team members will automatically be given an "Organizer Pass" which means that they will not need to purchase a ticket to enter an event, they will simply be able to preview the event from the Event Dashboard. For more information, check out our article on Roles & Permissions.
  • The primary Organization creator can remove the invited Organizers any time by clicking 'Remove' next to their name on the Team tab.
  • If the invitee has not created a Hopin account just yet, please ask them to set one up using the same email address to which the invitation was sent to.
Tip: Learn more about Roles and Permissions on Hopin.

 

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