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Your team

For vendors

Invite people to your business and set what they can do.

Team

Invite teammates and set what each of them can do.

  1. Open Account in the sidebar, then Team. The page is titled Team management.
  2. On the Members tab you see everyone on the team as a card, with how many events each has worked.
  3. Click a member to open them and see the events they work, upcoming and past.
  4. Click "Add team member" to send an invite.
  5. Open the Permissions tab to decide what admins on your team are allowed to do, then click Save. Owners only.
  6. Switch to the Staffing tab to see who is assigned to which event and put people on jobs.
  7. Your plan caps how many active members you can have, and the page tells you when you hit it.
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Invite a team member

Send an invite to add someone to your vendor team.

  1. In the sidebar, open "Team" (under Account) and click "Add team member".
  2. Choose the role with the switch at the top: "Admin" can manage events, the team and settings, and "Member" works only on the events they are staffed on.
  3. Search for the person by email, or type an email address to invite someone new, then click "Add".
  4. Or, under "Or share a link", click "Generate link" to get a link (and QR code) anyone can use to join with the role you chose.
  5. Invites show on the Team page as "Pending invite" until accepted. The free plan includes 5 team members; beyond that you are asked to upgrade to Plus or deactivate someone.
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Invite a team member with a QR code

Show a team invite as a QR code your crew can scan to join, and download or share it as an image.

  1. Open Team management and click "Add team member".
  2. Under "Or share a link", click "Generate link", then "QR code".
  3. A link works for one person unless you turn on "Let anyone who scans join", which suits a code shown to a whole crew.
  4. Download the code to print it, share it, or copy the link.
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Set team member permissions

Grant or remove admin rights and control what a member can do.

  1. In the sidebar, open "Team" (under Account).
  2. To make someone an admin, open the menu (three dots) on their card and choose "Make admin", then "Confirm". The same item reads "Remove admin" for someone who already is one.
  3. To control what admins may do, click "Admin permissions" (or the "Permissions" tab). Only the business owner sees this.
  4. Turn individual permissions on or off, such as "Manage bookings", "Manage contracts & invoices" or "Manage offerings", or use "All permissions" to set every one at once.
  5. Click "Save". The settings apply to every admin on the business, not to one person.
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Deactivate or remove a member

Deactivate, reactivate, or remove a team member.

  1. In the sidebar, open "Team" (under Account).
  2. Open the menu (three dots) on the member's card and choose "Deactivate", then "Deactivate" again to confirm. They are no longer staffed to new events, and their past event history stays.
  3. To bring someone back, set the status filter to "Inactive", open their menu and choose "Reactivate". On the free plan this may ask you to upgrade if you are at your member limit.
  4. To remove someone for good, choose "Delete" from their menu and confirm.
  5. For an invite that has not been accepted yet, choose "Cancel invite" instead.
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Transfer ownership of a business

Ask an admin on your team to take over the business. They become the owner and the billing contact, you stay on as an admin, and nothing changes until they accept.

  1. Open Team.
  2. Find the person you want to hand the business to. They must already be an admin, and still active. If they are not, make them an admin first.
  3. Open the ⋯ menu on their card and choose "Transfer ownership".
  4. Read what changes, then send the request. Nothing moves yet.
  5. They see the request on their own Team page and accept or decline it. Once they accept, they are the owner and the billing contact, and you stay on the team as an admin.
  6. If the business takes client payments through Bazaar, disconnect payments first. Those payouts go to your own Stripe account, so the new owner has to reconnect with their own details.
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