Workspace Roles
Every workspace member has one of four roles:Owner
Full ControlThe workspace creator with complete control. Can transfer or delete the workspace.
- All admin permissions
- Transfer ownership
- Delete workspace
- Delete account
- One owner per workspace
Admin
Administrative AccessManage workspace settings and team members.
- Manage workspace settings
- View billing and revenue
- Invite and remove members
- Modify member roles
- Create and manage events
Moderator
Limited ManagementAccess workspace settings without billing permissions.
- Update workspace profile
- View workspace settings
- Create and manage events
- View team members
- Cannot access billing
Member
Basic AccessParticipate in workspace activities.
- View workspace dashboard
- Create events
- Manage own events
- View team members
- No settings access
Inviting Team Members
Navigate to Members Page
From your workspace dashboard, click Members in the sidebar to access team management.
Enter Member Details
Provide the following information:
- Email Address: The team member’s email (required)
- Role: Select Admin, Moderator, or Member (default: Member)
Invited members receive an email invitation with a unique token that expires after a set period.
Invitation Flow
For Existing Users
- Recipient receives invitation email
- Clicks invitation link with token
- Signs in to their account
- Automatically joins workspace with assigned role
- Redirected to workspace dashboard
For New Users
- Recipient receives invitation email
- Clicks invitation link
- Prompted to create an account or sign in
- Completes registration
- Automatically joins workspace after sign-in
- Redirected to workspace dashboard
Managing Team Members
Viewing Members
The Members page displays:- Member name and email
- Profile avatar
- Current role
- Join date
- Your own membership highlighted
Changing Roles
Update Role
Click on their current role and select a new role from the dropdown:
- Admin
- Moderator
- Member
Removing Members
Only workspace admins and owners can remove team members.
Using Invite Codes
Every workspace has a unique invite code for quick team invitations.Sharing Invite Codes
- Navigate to Settings > General
- Copy the workspace invite code
- Share with team members via any channel
Joining with Invite Code
Permission Matrix
| Action | Owner | Admin | Moderator | Member |
|---|---|---|---|---|
| Create Events | ✓ | ✓ | ✓ | ✓ |
| Manage Own Events | ✓ | ✓ | ✓ | ✓ |
| View Members | ✓ | ✓ | ✓ | ✓ |
| Update Workspace Profile | ✓ | ✓ | ✓ | ✗ |
| Invite Members | ✓ | ✓ | ✗ | ✗ |
| Remove Members | ✓ | ✓ | ✗ | ✗ |
| Change Member Roles | ✓ | ✓ | ✗ | ✗ |
| View Billing | ✓ | ✓ | ✗ | ✗ |
| Manage Payments | ✓ | ✓ | ✗ | ✗ |
| Update Settings | ✓ | ✓ | ✓ | ✗ |
| Transfer Ownership | ✓ | ✗ | ✗ | ✗ |
| Delete Workspace | ✓ | ✗ | ✗ | ✗ |
Workspace Members Schema
Team membership data structure:Invitation Schema
Pending invitations include:Best Practices
Assign Roles Carefully
Assign Roles Carefully
Grant the minimum permissions necessary for each team member’s responsibilities. Only trusted team members should have Admin access to billing and sensitive settings.
Regular Team Audits
Regular Team Audits
Periodically review your team members list and remove inactive or departed members to maintain security.
Use Email Invitations for Specific Roles
Use Email Invitations for Specific Roles
While invite codes are convenient, use email invitations when you need to assign specific roles (Admin or Moderator).
Protect Your Invite Code
Protect Your Invite Code
Treat your workspace invite code like a password. Share it only with trusted team members, as anyone with the code can join your workspace.
Owner Responsibilities
Owner Responsibilities
As the workspace owner, you’re responsible for all workspace activities. Consider having at least one Admin backup for continuity.
Collaboration Features
Shared Event Management
All workspace members can:- Create events under the workspace
- View all workspace events
- Manage events based on their role
- Access workspace branding and assets
Unified Billing
Revenue from all events flows to the workspace:- Centralized billing dashboard
- Combined revenue tracking
- Single withdrawal account
- Unified transaction history
Brand Consistency
Workspace members maintain consistent branding:- Shared workspace logo
- Common social media links
- Unified contact information
- Consistent event styling
Troubleshooting
Invitation email not received
Invitation email not received
Check:
- Email address is correct
- Spam/junk folder
- Email service is not blocking EventPalour
- Invitation hasn’t expired
Cannot remove a member
Cannot remove a member
Ensure:
- You have Admin or Owner permissions
- You’re not trying to remove yourself (use Leave Workspace instead)
- The member exists in the workspace
Role changes not taking effect
Role changes not taking effect
Role changes are immediate. If permissions don’t update:
- Refresh the page
- Sign out and sign back in
- Check if you have permission to change roles
Invite code not working
Invite code not working
Verify:
- Code is entered correctly (case-sensitive)
- You’re signed in to an account
- You’re not already a member of the workspace
Next Steps
Configure Settings
Customize workspace profile and preferences
Manage Billing
View revenue and manage withdrawals