Setup an Event and Enable an External Party to Manage the Event

You can enable your partners access to event details without giving them access to the whole platform.


If you are familiar with our directory/business profiles, then  you know that they can be used to give your partners access to specific information assigned to them.  If you're not familiar with this concept, please check out the Give the Partner Access steps in this article: http://help.peoplevine.com/en/articles/3811669-how-to-setup-a-portal-to-allow-your-partners-operators-to-redeem-gift-cards.

Now that you have a partner setup with access, you can now assign the permissions associated with events.

This will now give them access to manage their own events along with the ability to add events (if that was selected).  

Now make sure you assign that directory profile to have permissions on the event(s) they have access to by assigning them as the host for a particular event (under the Permissions section).

Once these steps are completed, your business partner can login at https://yoursite.com/account/menu which will guide them to the business menu.  On this dashboard, they will see the events they have access to manage.

Depending on their permission they will have access to manage their events and/or add a new one.  They can then select the event they want to edit or manage.

When viewing an event, they will have the option to view registered attendees, check people in along with make minor  changes to the event and tickets (depending on permissions).


Additional Help Tutorials

Find more ways to grow on PeopleVine.

Login with Azure MFA to Enable Secured Azure Active Directory Login

You can now login to Peoplevine with your Azure Active Directory account in addition to your email and password or force the user down MFA only.

Posted September 21, 2022

Approve Multiple Applications at Once or Change the Person on the Application

With our new updates to the application engine, you can now approve (or reject) multiple applicants at once along with the ability to re-assign a CRM record to an application.

Posted August 19, 2022

Connect Your Stripe Account to Peoplevine

Follow the new flow to setup your Stripe connection using our v2 rails.

Posted August 2, 2022

Setup Your Global Network to Create Seamless Reciprocity Between Clubs

Once you've been approved and added to the Global Network, you'll be able to auto-enroll your members into all clubs linked to that Global Network. If your member resigns, then their Global Network access is also revoked.

Posted July 1, 2022

Updated GoCardless Flow and Connection

Connect your GoCardless account to Peoplevine to enable direct debit and bank transfer capabilities.

Posted June 9, 2022

Click Out to Send an SMS Message with a Pre-set Body

Need someone to click a link to send an SMS with a pre-defined body? For example if someone wants to text Valet to get their car.

Posted June 9, 2022

Updated Bookings Page with Appointments, Reservations, Events and Classes on One Screen

We updated the /account/bookings page to display both upcoming appointments/reservations along with event/class registrations.

Posted May 31, 2022

Combine Initiation and First Month/Year Dues into a Single Charge + Other Updates to Application Approval Flow

We updated the application approval flow to give you more control over charging your new members.

Posted May 20, 2022

Integrated to Calteq for Displaying Caller ID with Member Details

Leverage our integration with Calteq to automatically sync your membership database to Calteq, so when a member calls, you'll be able to identify them immediately and greet them accordingly.

Posted May 16, 2022

Add a Member Client Tag to Your Members in Sevenrooms

With a little setup you can map the membership sku in Peoplevine to the Client Tag in Sevenrooms.

Posted April 14, 2022

Updates to Importing Data to Simplify Onboarding

We enabled some new features when importing data into the platform.

Posted April 1, 2022

Setup Peoplevine House Accounts with Toast

You can now simplify the approach for making House Account payments in Toast.

Posted March 31, 2022

Setup Peoplevine Card on File with Toast

You can now simplify the approach for making Card on File payments directly from Toast.

Posted March 31, 2022

What do the different subscription statuses do?

See what each status means so you know how our system will process the dues.

Posted March 31, 2022

Customize the Forgot Password Email

Follow these steps to setup a custom e-mail when people click on forgot password.

Posted March 9, 2022

© Peoplevine 2022. Powered by PeopleVine. Terms of use | Privacy & cookies