Quick Answer
Add team members from Dashboard > Account Settings > My Team. Select their role (View-Only, Content Manager, or Admin), and they'll receive an invitation to accept within 72 hours. Once accepted, they can help manage your event listing based on their assigned permissions.
Overview
Event planning is a team effort. The Teams feature lets you grant access to co-organizers, volunteers, or staff who can update event details, respond to attendee questions, and manage the listing while you focus on event execution.
Step-by-Step Instructions
Step 1: Navigate to Team Settings
Log into your Heritage Web Dashboard
Go to Account Settings
Click My Team
Step 2: Add a Team Member
Click Add Team Member
Enter their email address
Choose their role:
View-Only: Monitor messages and event activity
Content Manager: Edit event details and respond to inquiries
Admin: Full access including financial transactions
Set access duration (permanent or until a specific date)
Send the invitation
Step 3: Team Member Accepts
The invited person:
Receives an email invitation (valid 72 hours)
Creates a Heritage Web account if they don't have one
Verifies their email address
Accepts the invitation
Can now access your event via the account switcher
What Each Role Can Do
Content Manager (Recommended for Event Staff)
Edit event description, schedule, and ticket information
Update event location and website
Respond to private messages from attendees
Manage parent organization details
Handle listing rejections and resubmit
Admin
Everything Content Manager can do, plus:
Accept pro bono cases (if applicable)
Charged purchases to account owner's payment method
Important Notes
Event-specific: Team access covers all listings under your account, not just the event
Temporary access is ideal for event volunteers—set an expiration date matching your event
The message button is removed after event expiration, but team access continues
Existing conversations remain accessible even after the event ends
FAQs
Can team members update the event schedule? Yes. Content Managers and Admins can edit all event details including dates, times, timezone, and all-day settings.
What if my co-organizer already uses Heritage Web? They can still join your team. Existing users can be team members on multiple accounts while maintaining their own.
Should I use Until Canceled or Set Expiration? For one-time events, set an expiration date shortly after the event. For recurring event series, Until Canceled may be more convenient.
Can team members edit ticket information? Yes. Content Managers and Admins can add, modify, or remove ticket tiers and pricing.
