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Giving Team Members Access to Your Event Listing

Let co-organizers and staff help manage your event listing

Claudia Garcia avatar
Written by Claudia Garcia
Updated this week

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

  1. Log into your Heritage Web Dashboard

  2. Go to Account Settings

  3. Click My Team

Step 2: Add a Team Member

  1. Click Add Team Member

  2. Enter their email address

  3. 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

  4. Set access duration (permanent or until a specific date)

  5. Send the invitation

Step 3: Team Member Accepts

The invited person:

  1. Receives an email invitation (valid 72 hours)

  2. Creates a Heritage Web account if they don't have one

  3. Verifies their email address

  4. Accepts the invitation

  5. 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.

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