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Adding Team Members to Your Organization

Updated over a month ago

Want to streamline your team's workflow? Adding team members to your organization can make a big difference.

Here’s how to add a Team Member to your Organization:

  1. Log in to your Posh Account in your browser.

  2. Navigate to your Team section.

  3. Click the "+Add a new team member" button.

  4. Enter their Information: Provide their email address or add their details manually if they don't have a Posh account.

  5. Assign a Role: Choose between Admin or Host to grant specific permissions.

  6. Customize Permissions (Optional): Adjust their permissions to fine-tune their access.

  7. Save Changes: Finalize the process by saving your changes.

What Your Team Sees

When you add someone, they’ll get an invite by email and text (if a phone number is provided).

  • Email Invite Example 📩


  • Text Invite Example 📱

The message will look the same for all roles — the only difference is that it will specify whether the invite is as an Admin, Host, or Doorperson.

Roles & Permissions

Admin

Best for core team members who need full control.
Admins can access nearly every setting and report, including:

  • Analytics: Sales and multi-session analytics

  • Teams: Add, edit, or remove members, manage permissions, assign admins

  • Blasts: Send/view SMS blasts, export to Mailchimp

  • Payouts: View balances, payouts, disputes, refunds

  • Orders: View, filter, and search all orders

  • Groups & Events: Edit settings, visuals, tickets, services, promo codes, kickbacks, affiliates

  • Attendees: View, filter, and manage attendee lists

  • Multi-Session Events: Access full analytics

⚡ Admins are the only role with access to team management and payout settings.

Host

Best for promoters, marketers, or event staff who need order and guest access without financial or team control.
Hosts can:

  • Events: View and edit event visuals, tickets, tracking links, and send comps

  • Orders: View and manage guest orders (resend receipts, refund/resell, search/filter orders)

  • Attendees: View and filter attendees, see attendee pages, and global lists

⚡ Hosts can handle event logistics but cannot manage payouts or add team members.

Doorperson

Best for staff at the door handling check-ins.
Doorpersons can:

  • Orders: View orders and receipts

  • Attendees: Scan tickets and see attendee details

⚡ Doorpersons have the most limited role — focused on check-in and guest access only.


👉 Tip: You can always fine-tune permissions if someone needs access beyond their role’s default.

Once a team member is removed from your organization, they will lose access to all associated events.

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