Manage your team

You can invite colleagues and partners to your Easol company account, so that you can collaborate and manage your experiences as a team. 

Jump to:

• Managing roles
  • How to add a new role
  • How to edit a role
  • How to remove a role
• Managing members
  • How to invite a member
  • How to change a member's role
  • How to transfer ownership
  • How to remove a member

Overview of roles and permissions

Owners and Admins

There are two pre-defined roles in your Easol company account: owners and admins. The first user added to an Easol company account is automatically assigned an owner role. 

While both roles have access to all permissions across the account, there are a few key differences to keep in mind:

Custom roles

Aside from owners and admins, you can also create additional roles with a custom list of permissions.  This allows you to have full control over what individual members of your team can access, including:

• Organisation settings - team members and roles, subscription and payment, company contact information, advanced site settings
• Experiences and accommodations - experience and accommodation management, sales and guest data
•  Site and brand - site pages, blogs and biographies, social links, branding
• Experience operations - booking management, recommendations
• Marketing - vouchers and promotions, ambassadors, tracking integrations
• Finance - Customer transactions, payments and sales reports

Note: Only members with team management permissions can create custom roles. You can have an unlimited number of different roles.

Managing roles

Only members with team management permissions (including owners and admins) can create, edit and remove roles.

How to add a new role

1. In your dashboard, go to Settings > Team and navigate to the Roles tab.
2. Click Create a role.
3. Next, give the role a name and check all the permissions that the role will have.
4. Click Create role.

The new role is now ready to be assigned to a team member.

How to edit a role

1. In your dashboard, go to Settings > Team and navigate to the Roles tab.
2. Next to the role you'd like to edit, click the three-dot icon and select Edit role.
3. You have the option to change the role name as well as select and deselect permissions.
4. Click Save.

Note: All members with the assigned role will have their permissions automatically updated. If you prefer to change an individual member's role, see below on changing roles.

How to remove a role

1. In your dashboard, go to Settings > Team and navigate to the Roles tab.
2. Next to the role you'd like to edit, click the three-dot icon and select Remove role.
3. If any existing members have the role assigned, you'll be prompted to change their role.

Managing members

Only members with team management permissions (including owners and admins) can invite, edit and remove members.

How to invite a member to your team

1. In your dashboard, go to Settings > Team and click Invite to team.
2. Enter your team member's email address and select a role (or create a new one).
3. Click Create Invite.
4. The team member should now receive an automated invite email with a link to sign up and access your Easol company account.
5. To manually send the invite to your team member, locate their name in the Team list, click the three-dot icon and select Resend invite or Get invite link.

The invite link expires after 7 days. If the link expires, you can resend the invite or manually send the invite link from the dashboard. While the new member is pending, you can change their role or remove them (i.e. revoke their invite). 

How to change a member's role

1. In your dashboard, go to Settings > Team.
2. Locate the member you want to edit, click the three-dot icon and select Change role.
3. Select a new role for the member. 
4. Click Save.

Note: To change an owner's role, you must first transfer ownership.

How to transfer ownership

1. In your dashboard, go to Settings > Team.
2. Locate the owner you want to edit, click the three-dot icon and select Transfer ownership.
3. Select a member to receive ownership. You can transfer ownership to an existing owner.
4. Click Save.

Note: Members who have their ownership transferred will automatically switch to an Admin role.

How to remove a member

1. In your dashboard, go to Settings > Team.
2. Locate the member you want to remove, click the three-dot icon and select Remove member.
3. Confirm removal.

Note: Owners must have their ownership transferred to another team member before they can be removed.