Team management

As your events grow, you will likely need more people helping out. Vendor Space lets you invite team members and control exactly what each person can access.

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Inviting a Team Member

1. Go to Settings in the left sidebar.

2. Click the Team tab.

3. Click Invite Member.

4. Enter the person's email address.

5. Select a role from the dropdown.

6. Click Send Invite.

The invited person receives an email with a link to join your organization. Once they accept, they appear in your team list with their assigned role.

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Roles and Permissions

Vendor Space has four roles, each with a different level of access:

Permission	Owner	Admin	Editor	Viewer
View events, vendors, and data	Yes	Yes	Yes	Yes
Create and edit events	Yes	Yes	Yes	No
Create and edit vendors	Yes	Yes	Yes	No
Send messages and emails	Yes	Yes	Yes	No
Manage tasks and check-in	Yes	Yes	Yes	No
Change organization settings	Yes	Yes	No	No
Manage team members	Yes	Yes	No	No
Connect and manage Stripe	Yes	Yes	No	No
Access billing and plans	Yes	No	No	No

Owner

Full access to everything, including billing and subscription management. Every organization has at least one Owner. This is typically the person who created the account.

Admin

Same access as the Owner, except they cannot view or change billing and subscription details. Ideal for trusted team leads who help manage the entire operation.

Editor

Can create and manage events, vendors, tasks, and communication -- but cannot change organization settings, manage the team, or access payment configuration. Great for team members who handle day-to-day event operations.

Viewer

Read-only access to everything. Viewers can see events, vendors, documents, and analytics but cannot create, edit, or delete anything. Useful for stakeholders, sponsors, or part-time staff who need visibility without the ability to make changes.

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Managing Existing Members

From the Team tab in Settings, you can see all current members and their roles.

Changing a Member's Role

1. Find the member in the team list.

2. Click the role dropdown next to their name.

3. Select the new role.

4. The change takes effect immediately.

Removing a Member

1. Find the member in the team list.

2. Click Remove next to their name.

3. Confirm the removal.

Once removed, that person loses access to your organization immediately. Their past actions (created events, sent messages, etc.) remain in the system.

Resending an Invite

If someone did not receive or lost their invitation email:

1. Find the pending invite in the team list.

2. Click Resend Invite.

3. A new invitation email is sent to the same address.

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Best Practices

• Use the minimum role needed. Give team members only the access they require. You can always upgrade a role later.

• Keep at least two Owners or Admins. This ensures someone can manage the account if the primary owner is unavailable.

• Remove members promptly. When someone leaves your team, remove their access right away to keep your account secure.

• Use Viewer for volunteers. Event-day volunteers often need to see vendor information but should not be able to change anything.

Tip: Before a big event, review your team list to make sure everyone who needs access has it, and anyone who should not have access has been removed.