Add Team Members & Collaborators

You can add two types of collaborators to your Gatsby workspace: team members with full access to everything, and external collaborators who only see the events they’re invited to. This lets you work with internal staff and external partners while keeping your contact book and other events private.

Add Team Members & Collaborators

1. Navigate to Team Members

   Go to the team members page from your main dashboard.

2. Select Add Member

   Click the “Add Member” button to open the invitation form.

3. Fill in Details

   Enter their email address and basic information.

4. Choose Permission Level

   Pick their access level:

   • Team Members get full access to your entire Gatsby workspace
   • External Collaborators only see events they’re specifically added to (they can’t access your contact book, create events, or manage lists)

Adding team members and setting their permission levels

Adding Collaborators to Events

1. Open Add Collaborators

   Click “Add Collaborators” from either the three dots menu on your main events page or the + button in the top left corner within an event.

2. Send Invitation

   Type their email address and press invite.

Inviting collaborators to specific events

FAQs

What can External Collaborators do? External collaborators have the same event-level permissions as team members, but only for events they’re invited to. They can view and edit guest lists, work on seating charts, design RSVP pages, and send campaigns for their assigned events.

Can we control email notifications for team members? Yes. Go to the team members page and use the dropdown for each notification type to enable or disable emails.

Who can send campaigns as someone else? You can limit who has “send from” permissions for both internal team members and external collaborators. Contact us via Slack or email to set this up.

How do I create a custom QR code for a partner company? Enable public links for your event, create a referral link for your partner, then use any QR code generator to create a QR code for that specific link.