Team

How do I invite a team member?

Steps

1. Go to My Venue > Team.
2. Click Invite Team Member.
3. Enter their email and assign a role (Admin, Event Manager, Accountant, or Viewer).
4. Send the invite. They’ll receive an email to create their ShoSoft account and will be active in your venue once they accept.

How do I assign team roles?

ShoSoft has five default roles: Owner, Admin, Event Manager, Accountant, and Viewer. Assign a role when sending an invite, or update it anytime from the Team page.

Key differences: Event Managers can only see events they’re assigned to. Accountants can view financial data but can’t edit events. Viewers can see active events but can’t make any changes. Financial data is only visible to Owner, Admin, and Accountant roles.

How do I change a team member’s role?

Steps

1. Go to My Venue > Team.
2. Hover over the team member’s row and click Open to view its details in a side panel.
3. Select Permissions.
4. Update their role.
5. The change takes effect immediately.

How do I change a team member’s permissions?

Steps

1. Go to My Venue > Team.
2. Hover over the team member’s row and click Open to view its details in a side panel.
3. Select Permissions.
4. Update their permissions by selecting or deselecting boxes.
5. The change takes effect immediately.

How do I remove a team member?

Steps

1. Go to My Venue > Team.
2. Hover over the team member’s row and click Open to view its details in a side panel.
3. Select the red trash icon at the top right of the panel.