Manage your team and workspace
Invite organizers, review permissions and keep workspace settings up to date.
Step by step
- Open Team to review existing organizers and pending invitations.
- Invite a collaborator using their email and the appropriate access rights. Create the invitation link and share it with the intended recipient.
- Review pending invitations until the collaborator joins. Keep organizer membership separate from company portal membership.
- Use Settings to review the selected edition and shared organization settings. Consult History when investigating changes to workspace records.
Check your work
The collaborator has accepted the invitation and has the access needed for their role.
If something looks wrong
If an action or page is unavailable, ask a workspace administrator to review your rights. Inviting someone to an exhibitor company does not make them an organizer.
Still need a hand? Contact the SummitBase team with the edition and the action you were trying to complete.