Team: Adding Staff to Your Account

Adding Staff to Your Account

If you're an organizer, artist, lessor, provider, vendor, or venue owner/manager, you can invite other people to help run your account without sharing your login.

Inviting Someone

Go to Dashboard → Team and click Invite Staff. Enter their email address, then check off exactly which actions to grant, grouped by feature (each group has a "select all" if you want to grant everything in it):

• Events – create, edit, publish, feature, tournaments, RSVPs/guest lists, booking artists, stall bookings, booking venues, policies, sales stats, direct sales, scanning tickets at the door, and scanning RSVPs at the door — 14 separate permissions, so e.g. a door-scanner doesn't also need edit access.
• Vendor & Merchandise – store profile, adding/editing/publishing/featuring products, shipping options, merchandise orders, reviews, stall orders, store policies, and stall bookings.
• Equipment – adding, editing, publishing listings, managing rental bookings, damage/late-return policies, and reviews.
• Artist – profile, bookings, collaborations, merchandise, orders, and policies.
• Venue – listings, bookings, scanning reservations at the door, profile/ownership details, and managing venue staff work schedules.
• Provider – profile, services, availability, bookings, and reviews.
• Leads CRM – view, manage (create/edit leads, log communications, schedule meetings, change status), and sales report. Vendors only — see the CRM & Lead Management article for how this makes a team member a Sales Agent, earning commission on the deals they close.
• Transport – managing fleet vehicles, accepting/dispatching delivery requests, viewing fleet reports, and managing the driver work schedule.
• Finance – viewing financial reports and confirming payouts.

Only the groups that match features you've actually enabled on your own profile are offered, and each permission is enforced individually — granting just "Publish Events", for example, doesn't also let someone create or delete events.

Restaurant / Bar venues: the Venue permission group above controls whether someone can manage venue listings/bookings/orders at all. To actually put a team member to work at a specific Restaurant / Bar venue — and optionally scope them to just certain tables or sections so they only see and get notified about their own tables' orders — go to that venue's page → QR Tables → Manage Team once they have the "Manage QR Table Orders" permission. See the Venues help article's Menu & QR Table Ordering section for details.

Staff work schedules: separately from event assignments and QR-table team scoping above, a venue owner/manager with "Manage Staff Schedules" can schedule actual work shifts (a start/end time) for their venue staff from that venue's page — this works for every venue type, not just Outlets. A fleet owner/manager with the Transport permission's "Manage Driver Schedule" can do the same for drivers, optionally naming which vehicle they'll be using, from Dashboard → Transport → Staff Schedule. Either way, the scheduled staff member sees it on their own personal My Schedule page alongside any event shifts they're assigned to, and can accept or decline it there.

Staff Who Aren't on Informativ

Most waiters, barmen, cleaners, casuals and drivers don't have an Informativ account and don't need one. Go to Dashboard → Team and click Add Worker (No Login) to put them on your team anyway: enter their name, a phone number and/or email, optionally a job title (Waiter, Barman, Cleaner, Driver…) and any notes you want to keep about them.

• Nothing is sent to them and they get no access. No invite email, no login, no dashboard, no permissions — the details are there so you can reach them about a shift. They show on your Team page with a No login badge.
• They can be scheduled like anyone else — venue work shifts, driver shifts (with a vehicle), event assignments and booking assignments — including the same double-booking protection. Since there's nobody to accept or decline, their shift simply stays Assigned.
• Give at least a phone number or an email. Several workers can share "no email"; they can't share the same one.
• Bulk SMS reaches them: choosing Team members as the audience in Dashboard → SMS includes their number, which is usually the easiest way to tell someone a shift moved.
• If they later join Informativ, open their card → Details & access, enter the email they signed up with and pick their permissions. They become a normal invited team member on the same record, and every shift already scheduled for them stays exactly as it is.

You're responsible for having these people's permission to keep their contact details on the platform, and for keeping them accurate. Removing a worker takes them off your team but keeps their past shifts on record.

Seeing Who's Working

A venue's Staff Schedule page, and Dashboard → Transport → Staff Schedule, both have a Working Now board: one line per staff member showing who is on shift right now and until when, who is due in later and when, and who has nothing scheduled — with their job title and a tap-to-call number. Invited staff and off-platform workers appear side by side. The full calendar and shift list are on the same page as before.

Accepting an Invite

The person you invite receives an email with Accept/Decline links. If they already have an account under the same email address, the invite also shows up as a banner on their dashboard home page (with the same Accept/Decline options) and as an in-app notification. They'll need to log in or register using the same email address you invited to accept it — nothing changes for them until they do.

What Staff Can See

Once accepted, the staff member gets an "Acting as" dropdown in their sidebar listing every account they help manage. Selecting your account there is what actually switches them into it — a banner then shows on every page confirming whose account they're managing, with a one-click way to switch back to their own.

Everything is scoped to whichever account is currently selected — your events/venues/equipment/bookings while acting as you, or their own while on "My Own Account" - never both blended together, and only for whichever permissions you granted. Banking Details stays view-only for staff (masked account number and verification status) — View Financial Reports doesn't include adding, editing, or deleting banking details.

Editing or Revoking Access

From Dashboard → Team, you can change a staff member's permissions or revoke their access at any time — revoking takes effect immediately. A declined or revoked invite can be resent later.