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How to Include External Users to Collaborate in Your Event
How to Include External Users to Collaborate in Your Event

This article will give you an overview of how to invite users to your account so they can collaborate on specific upcoming events

Juan Garcia avatar
Written by Juan Garcia
Updated over a week ago

Learn how to invite a new user and grant them access to the specific event they will work for

zkipster will allow you to invite external users to collaborate in your event. Before getting started, please note that the number of users allowed on your account depends on your current subscription.

Here is an overview of how many users you can create per zkipster account:

  • Essential Monthly/ Annual subscriptions - 5 Users

  • Professional Monthly/ Annual subscriptions - 10 Users

  • Enterprise plans - 15+ Users

For more details on subscription plans, please get in touch with our Client Relations team at sales@zkipster.com.

Account Permission Scheme

When inviting the new user to your account, you will be asked to assign them with an Account Permission Scheme.

By default, zkipster offers three different Account Permission Schemes: Admin Access, Event Creator and No Access. These schemes will determine whether this new user will have access to the Account Settings or not. If you are inviting an external user that shouldn't have access to your Account Settings or permission to create a new event, assign them with the Account Permission Scheme 'No Access'.

If you want to learn more about Account Permission Schemes, please click on the following article: Permission Schemes Available in zkipster.


Invite New User

On the Account Settings > Users & Teams > Users > Add Users > Invite.

After this, a pop-up window will appear. Type the Email Address of the new user, select the Account Permission Scheme and hit the Send Invitation button.

Pro Tip: There might be cases where an error will come up after hitting the Send Invitation button ('Username already exists'). This means that the email address used to invite that user is already their username on a different zkipster account. Currently, zkipster does not accept users with the same username. In this case, the owner of that user has to contact support@zkipster.com requesting the deletion of that user, once the user is deleted by one of our CS Representatives, you can now send the invitation to that email address. Additionally, you can try adding them via a different email address if available.

Event Permission Scheme

Now that you have added the new user to your account, you can grant them access to the specific event this user will be working on and define what kind of Event Access this new user will have on that event. zkipster offers six different default schemes:

Administrator, Event Host, Collaborator, Checkin, Viewer and Executive. These schemes will determine which types of Features, on the Event(s), the new user will have access to.

In this article, we will use the Collaborator Scheme. This scheme will grant them access to all features available for the Event, except for the ability to Delete/Archive the event, Create/Amend Custom Fields/Guest Fields, or modify the main Event settings.

If you want to learn more about Event Permission Schemes, please click on the following article: How to Create and Manage an Event Permission Scheme.

Granting Access to the Event

After sending the invitation, go to User information and select the new user. Then click on the Event tab. Use the search tool in the Events section to find the event to which you want to grant the new user access. Also, select the Event Permission Scheme from the Permission Scheme drop-down menu.

Now, the external user will have restricted access to your account and certain features of your event. However, they will be able to collaborate with you in a specific event depending on the Event Permission Scheme granted.

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