Anyone who signs up to Airevent (whether an attendee or any other role) automatically gets their own Workspace in the Builder, which serves as their account.
Overview
A Workspace is,
- The place that holds your events and meetings in Airevent.
- It can represent an organization or an individual.
- It has an owner, but the owner can change.
- It controls the payment methods.
- Owners control the payment method accounts.
- Owners and administrators can pay for events and meetings.
Access the Workspace
To access your Workspace, go the dashboard,
- Click on your Workspace card to access your Workspace page and its tabs.
- Only the Workspace owners and administrators, and planners who are also owners and administrators, can view the Workspace page.
Information tab
- Contains the Workspace name, primary owner, other owners, organization it represents (if any) and its website, and you can upload your organization's logo.
Roles tab
- Owners
- Add name, email, phone number, password, and photo.
- Owners can remove themselves, but can’t remove other owners.
- Once an owner is cancelled, they become the owner of a new Workspace that is automatically created, if they don’t already have one of their own.
- Owners can invite administrators.
- Owners automatically become planners of the events and meetings within their Workspace.
- In an event or meeting, they can remove themselves from being a planner.
- Primary owners
- Only the primary owner can make someone else the primary owner, or cancel the primary owner.
- A second owner must be added before the primary owner can be changed or cancelled.
- When another owner is invited, they will receive an invitation email.
- Press the invitation button to send the invitation email.
- If they accept the invitation, a green circle with a white checkmark will appear indicating that they have been added.
- Once a second owner is added, click on the primary owner check box across from their name
- This will make them the new primary owner
- Administrators
- Add name, email, phone number, password, and photo.
- Owners and administrators can invite administrators.
- Press the invitation button to send the invitation email.
- If they accept the invitation, a green circle with a white checkmark will appear indicating that they have been added.
- Administrators automatically become planners of the events and meetings within their Workspace.
- On the event or meeting page, they can remove themselves from being a planner.
- Owners can cancel administrators, and administrators can cancel themselves, but administrators can’t cancel other administrators.
- Planners
- This allows you to see all of your planners, who are planning all of the upcoming events or meetings within the Workspace.
- Pro tip: If you are an event planning company and you have employees, this is where you can see a list of all your employees who are working on your events and meetings in Airevent.
- View name, organization, event, event date, email, and phone number.