Team Roles: The Basics & Predefined Roles

In this tab, you can select a pre-defined role AND add/remove permissions. The Teams feature allows you to assign roles to your team members.  Each predefined Team role has different levels of governance and permissions so that you can determine who needs access to specific processes and information for your event. 

Step 1: From your event dashboard, open your event settings

Step 2: Navigate to the TEAMS tab

Step 3: Add or Select a Team Member

a) Add a new team member, not in your contacts:

Click “+ Add New Team Member”, and you will get a popup. Complete all fields with REAL information and then click “Add”. 

 

b) Adding an existing contact as a team member:

To add a contact that already exists in your organization’s contact list, click “Choose from existing bidders instead.” Search for or select the contact you wish to add. Then click add to save them as a team member. 

c) Select an existing team member:

From your Event Settings > TEAMS tab, you can search (search bar) for the Team member with a name, phone number, or email address. Any team members that fit the entered criteria will be displayed.

Step 4: How to add/edit permissions to a user

To edit or add permissions to a user, select the pencil and notepad icon next to the right of the Team Member’s name to open their current permissions. Choose a predefined role from the drop down or click the different permissions you wish this team member to have. To save changes, click the “Update” button.

NOTE: You can select a pre-defined role AND add/remove additional/some of the permissions.

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Predefined Roles

To select a predefined role, choose from the dropdown to the right of ‘Assigned Roles.’ Predefined roles are preset permissions that can be edited at any time. 

The Predefined Team roles are: 

Item Manager	Can manage items and categories; change an item status
Check In Agent	Can manage bidders and guests
Finance Manager	Can edit auction settings; manage bids/purchases; process payments; view reports and statistics
Check Out Agent	Can change an item status; manage bids/purchases; process payments; send broadcast messages
Event Night Assistant	Can do everything a Manager can do except manage the theme and view reports or statistics
Guest List Manager	Can manage bidders, guests, invitations, and bids/purchases; process payments

Resend team members invite email

To do this, you will need to search for the team member and, next to their name, click the “envelope” 

Remove a team member

To remove a team member click the backspace/delete button to the right of the Team Member’s name. 

You can only assign one predefined role to a team member. To grant additional permissions, please select the role you wish to grant, and then select the additional access the member should have. To learn more about the additional permissions, visit Team Roles - Advanced Features