Add a New Team Member to Your Opendate Account

Step 1: Access Settings 0:02

• From the Venue Manager, navigate to the Settings section.

• Select Team from the options available.

Step 2: Add Team Member 0:13

• Click on the Add Team Member button.

Step 3: Enter Team Member Details 0:13

• Fill in the following information:

  • First Name

  • Last Name

  • Email Address

• Choose the appropriate role for the new team member.

  • Administrator — Full team control. Everything a Contributor can do, plus financial access (cash summaries, P&L reports, payouts), team settings management (billing, integrations, memberships, venue details, currency, payment methods), and the ability to manage invitations, permission sets, venue agreements, financial connections, send domains, Twilio accounts.
  • Contributor — Operations and content management. Everything a Viewer can do, plus full create/update/delete on events, ticket types, orders, fans, contacts, campaigns, broadcasts, promo codes, refunds, notes, folders, offers, outreach, segments, deposits, settlements, seating charts, and more. Cannot access financial reports (cash summaries, P&L) or modify team/account settings.
  • Viewer — Read-only access to most team resources (events, artists, contacts, fans, orders, tickets, ticket types, venues, tags, folders, notes, etc.). Can manage folder downloads, check-in activities, and ticket reservations, but cannot create or modify most resources and has no financial access.
  • Promoter — External partner role with limited, event-specific access. Can read artists, events, contacts, organizations, and venues. Can create holds and manage calendar event contacts. 
  • Guest — Most restricted role. Can read the team, calendar events, show activities, and venue ownerships. Can manage calendar event attachments and folders. Designed for people invited to view specific events only.

Step 4: Select Venue Access 0:32

• If applicable, select the specific venue that the team member should have access to.

• Alternatively, you can enable access to all venues.

Step 5: Finalize Addition 0:32

• Click the Add Team Member button to complete the process.

• The new team member will receive an email prompting them to create an account and log in.