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How to Create and Manage a Team in zkipster
How to Create and Manage a Team in zkipster

Enterprise subscribers can create a team of users to simplify the management of users in the events

Murilo Aguiar avatar
Written by Murilo Aguiar
Updated over a week ago

Enterprise users have the possibility to create unlimited ‘Teams’ inside the account and assign users to each team. Teams can be assigned to different events with different Event Permission Schemes.

For example, you can create a Team just for RSVP management purposes and assign them an Event Permission Scheme that grants full access to the Guest List, Invitations and Reporting features.

This comes specially handy if you work with a high number of collaborators that have different functions depending on the event.

Creating a Team

Users assigned with an Admin Account Permission Scheme, or a Custom Account Permission Scheme that allows them to manage Teams, will be able to create new teams via the 'Teams' tab under the 'Users & Team Members' section of the account settings.

Click on the 'Create Team' button to create a new team:

After that, you can name the team as you wish by clicking on the pencil icon located on the top of the screen. Feel free to also upload an image to represent this team by clicking on the image thumbnail:

Managing a Team

You can add or remove users to a team from inside the specific team's page. Under the 'Users' tab you can find a table called 'Users', where all users that are currently part of your account but not part of that team is displayed.

On the 'Team Members' table the users that are part of the team is shown:

You can add users to the team individually by clicking on the '+' (plus sign) icon located on the right side of the user name.

To remove team members, you just need to click on the '-' (minus sign) icon located on the right side of the team member:

Please note: If you want to add all users to a specific team, you can click on the 'Add All' button located on the 'Users' table from inside the team to bulk add all of them, instead of manually adding each one. The same applies for when you want to bulk remove all team members from the team - you just need to click on the 'Remove All' button located in the 'Team Members' table.

Assigning Teams to an Event

You can assign a team to an event directly from the 'Users & Teams' section of your Account Settings or from Events Dashboard screen.

From the Account Settings, click into 'Teams' under the 'Users & Team' section and then click into the specific team.

From inside the team's page, open the 'Events' tab and select the event you want to assign that team to.

You also need to select which Event Permission Scheme the team members will have for that specific event via the 'Permission Scheme' dropdown menu and click 'Add to Event' to add the team to the event you selected:

Pro tip: If you have a Team that will be part of all events in your account, they can be automatically added to all new events you create by ticking the 'Automatically Add Team Members to New Events' checkbox. You also have the option to add that team to all new specific event types, i.e all new Gala events:

Additionally, Enterprise subscribers can also add and remove their created Teams to events in zkipster via the 'Event Access' section from the Event Dashboard and 'Event Settings' of the specific event.

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