Adding other users to an account

Corsizio allows for multiple users to be added to manage one account. These users can be designated to have the ability to edit or only view some or all of the account information.

Having multiple users and assigning different roles can help with administrative functions and event organization, and there is no extra charge for additional users.

For proper account security, apply the following protocols:

Add as few users as possible. The more users you add, the more you increase the risk of having users who are careless with their login credentials and put your account and its data at risk.
Encourage, if not mandate, all users to enable two-factor authentication to further protect your account and its data.
Promptly delete any users from your account who should no longer have access to revoke their ability to access and edit your account's data. This includes deleting users who have been inactive for months, users who have left your organization or team, and users whose login credentials may have been compromised.

WARNING — As per our Terms of Use, logins and passwords are never to be shared between users. Each user that would like to be part of an organization's account on Corsizio must have their own user login and password and be responsible for their own login activity.

List of available user roles

The user role of "owner" can do everything in the account and is responsible for its usage billing and Stripe connection. (If the account owner needs to change, refer to the help doc Changing the owner of an account.)
The user role of "admin" can do everything in the account but not manage the Stripe connection or remove the owner.
The user role of "editor" can create and manage data in the account but not create or change any account settings and configurations or process refunds. They can export an attendee registration record or a specific event's registration data but not do any major account data exports.
The user role of "facilitator" can create and manage attendee data in the account but not create or change anything else within the account and event data. They can export an attendee registration record or a specific event's registration data but not do any major account data exports.
The user role of "viewer" can only view and read all the data in the account but not create or change anything else within the account, event, or attendee data. They can export an attendee registration record or a specific event's registration data but not do any major account data exports.

NOTE — Only the account owner or an admin can add users to an account or change their roles. User roles can be updated as needed, and access to the account can be revoked at any time. A user cannot change their own role or revoke their own access.

How to add users to an account

To add users to your account, follow these steps:

STEP 1: From your Corsizio dashboard, use the primary navigation menu at the top to go to Settings and select Users List from the left-side menu.

STEP 2: Select the "Invite a new user" option.

Input the person's email address and assign them a user role.
Check if you want to "Hide the financial totals from view for this user".
Click on "Send Invite" and repeat if needed for more users.
Inform the person you are inviting that they will receive an invitation email and must follow the link in the email to join your account.

NOTE — The invited user must follow the link sent in this invite email and not just create their own Corsizio account for their user login to be associated with the account you granted them access to. Otherwise, they will not be able to see your data or have access to your account.

Below is an example of the email and access link the invited user is sent to join a specific account. The invited user must follow the "Accept and gain access now" link.

Management of account users

If the invited user has not accepted their invite or has lost their email with the invite, you can always resend them the invite email. Go to the Users List section, locate their invite under "Pending User Invites" and "Resend" their invite.
If you change your mind about giving access to the invited user, you can always revoke the access to cancel the invite. Go to the Users List section, locate their invite under "Pending User Invites" and "Revoke" their invite.
If you need to change an account user's role or revoke their access, go to the Users List, locate the user, and Update their access. This will open a window for you to update as required.

Separate and restrict user access by target divisions

If you need to achieve a stricter separation of access to data because you have many events, users, multiple teams, departments, or independent locations, you can enable and configure the Target Divisions feature. This will allow you to assign users and events to divisions, separating access accordingly. You can learn how to use target divisions here.