In this article, we will walk you through how to work collaboratively with your team while planning events in zkipster. Here you will learn how to add new users to your account, and how to assign them access to your events. This will ensure your events are managed easily and securely.

Please note: New users can be added through your Team Members section via the Account Settings and the event dashboard which are only accessible to your Account Owner and Administrators.


Number of Users Available in zkipster

Please be aware that the total number of users within your account will depend on the event or plan purchased:

  • Single Events and Basic Monthly/ Annual subscriptions - 5 Users
  • Professional Monthly/ Annual subscriptions - 10 Users
  • Enterprise plans - 25+ Users
  • Trial accounts do not allow for any additional users. However, once a purchase is made these options will become available.

Please reach out to sales@zkipster.com if you have interest in discussing any subscription plan options.


How to Add New Users

Two ways to add:

  • From the Team Members section via the Account Settings
  • From the Event Dashboard

New Users can only be added to your account by your Account Owner or Administrators.

Account Owners have full access to all aspects and settings of the account and all events. Only one exists per account. This role cannot be deleted and also cannot be edited by other users.

Add New Users from the Team Members section via the Account Settings

  1. Account Owner or Administrators: Click on the Account Settings at the top right corner.
  2. Go to the Team Members section.
  3. Click the 'Invite' gold button at the upper right hand side.
  4. From the pop up window, enter the email address of your colleague.
  5. Assign the user role from the dropdown menu and click on the 'Send Invitation' button. To learn more about the user roles available in zkipster, refer to the article here.
  6. Each invited user will receive an invitation email containing a link to set up their own account, fill in the rest of their profile details and set their password.

Add New Users from the Event Dashboard

There are 3 ways to invite users from the Event Dashboard:

  1. From the upper right-hand side of the browser, you will see a plus sign icon to invite new users. Clicking the plus sign will take you to the Team Members section of your Account Settings where you can invite the new user.
  2. From the 'Action' dropdown menu under your Upcoming Events. First, select the event(s) you want to invite the new user. Click 'Add Team Members' from the action dropdown and invite the new user under the 'Invite Users' tab.
  3. Click on the initials logo under the 'Event Team' section. From the pop-up window, go to the 'Invite Users' tab and send the new user an invitation.


User Management

The user of your zkipster account will appear in the Team Members section of the Account Settings. Here, you can view the last time a user logged in, reset their password, and whether MFA (Multi-factor authentication) has been enabled.

Team Members Action Menu

Use the Action Dropdown menu to apply actions to one or a few users at a time. First select which user you'd like the action to be performed on, then select the action.


How to Assign Users to an Event

From the Team Members section via the Account Settings:

  1. Click on Account Settings at the top right corner
  2. Go to Team Members
  3. Select the box next to each user
  4. Select Add to Event from the Action drop-down
  5. Select the event in the pop-up window
  6. Click Add to Event

From the Event Dashboard:

  1. Click the plus sign icon or the initials logo located at the upper right-hand side. It will take you to the Team Members section of your Account Settings or the user profile where you can add users to the event.
  2. From the 'Action' dropdown menu under your Upcoming Events. Select the event(s) you want to add the user. Click 'Add Team Members' from the action dropdown and add the user under the 'Account Users' tab.
  3. Click on the initials logo under the 'Event Team' section. From the pop-up window under the 'Account Users' tab, select the checkbox next to the name of the user to add them to the event.


User Profile

In the individual user profile, Account Owners and Administrators can view, edit and assign multiple events to a user. Here is also possible to change the user role, restrict access only to the zkipster app and change the user login information.

Assign Users to multiple events at once

From the Team Members section via the Account Settings:

  1. Click on Account Settings at the top right corner
  2. Go to Team Members
  3. Select the individual user you'd like to manage by clicking on their name
  4. This will open a new page where you can edit the account and event access of the individual user.
  5. Scroll down to the Events section, and click into the Select Events search bar
  6. Select the event or multiple events you'd like the user to be added to
  7. Click Add to Event

From the Event Dashboard:

  1. Select the Events that you would like to add the user(s)
  2. From the Action dropdown, click 'Add Team Members'
  3. From the pop up window, click the checkbox beside the name of the user(s)
  4. Click Save

Pro Tip: Click on the profile logo at the upper right hand side of the browser to access your user profiles quickly. It also provides quick access to the 'Team Members' page.


How to View Users assigned to an Event

  1. Select the Event from your Account dashboard
  2. Scroll to Event Settings from the left sidebar menu
  3. Click on Event Team
  4. Here you can view all users and verify which are assigned to the event. Check the box next the user to assign or revoke access to the Event
  5. Click 'Done' to finalize your selection

You will also see the users assigned to an event via the event dashboard. It will be displayed under the 'Event Team' section. Click on the initials logo to display the list.


If you need to delete a user from your zkipster account, find out how to do this here.

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