To add, remove or change the role of a team member, visit My Team.
NOTE: If you can’t add a team member and the system says they are already added, you must add the new team member by using email aliasing.
For example: If Julia already has an account with Team1 and is going to get added to Team2, you could add them to Team2 by adding them as julia+team2@mail.com
There are five different team roles available within eWebinar:
Here is a summary of what each of the roles can and cannot do. For more details, check out the descriptions below.
| Permission | Admin | Creator | Editor | Moderator | Presenter |
|---|---|---|---|---|---|
| See eWebinars | All | All | Assigned only | Assigned only | No |
| Manage the account (Subscription, Team, Domain) | Yes | No | No | No | No |
| Manage team settings (Defaults, Presenters, Saved replies, Integrations, Scripts, Properties, Media) | Yes | Yes | No | No | No |
| Create and delete eWebinars | Yes | Yes | No | No | No |
| Edit eWebinars | All | All | Assigned only | No | No |
| Publish and unpublish eWebinars | All | All | Assigned only | No | No |
| View dashboards (Analytics, Interactions, Registrants) | All | All | Assigned only | No | No |
| Moderate chat | All | All | Assigned only | Assigned only | No |
| Appear as a Presenter | Yes | Yes | Yes | Yes | Yes |
| Needs to be invited and create an account | Yes | Yes | Yes | Yes | No |
Your profile menu is divided into two sections. Items under Account (Subscription, Team, and Domain) are available only to Admins. Items under Settings (Defaults, Presenters, Saved replies, Integrations, Scripts, Properties, and Media) are available to Admins and Creators.
Admins and Creators can see all eWebinars, whereas Editors and Moderators can only see eWebinars to which they have been assigned.
With the exception of Presenters, you must invite all roles to join your team on eWebinar. They must, in turn, accept your invitation and create an eWebinar account before they are able to perform any of their assigned duties.
Admin
A team member with the role of Admin has zero restrictions within eWebinar.
Here’s what they can do:
- See all existing eWebinars
- Manage the account: Subscription (billing and payment), Team (add and remove team members), and Domain
- Manage team settings: Defaults, Presenters, Saved replies, Integrations, Scripts, Properties, and Media
- Create, edit and delete eWebinars
- Publish and unpublish eWebinars
- View the dashboards of eWebinars (Analytics, Interactions, and Registrants)
- Moderate chat for any eWebinar
- Appear as a Presenter within a webinar
Watch this short video for an overview of an Admin's permissions and responsibilities.
Creator
A team member with the role of Creator can manage team settings, but not the account itself. They do not have access to Subscription, Team, or Domain.
Here’s what they can do:
- See all existing eWebinars
- Manage team settings: Defaults, Presenters, Saved replies, Integrations, Scripts, Properties, and Media
- Create, edit and delete eWebinars
- Publish and unpublish eWebinars
- View the dashboards of eWebinars (Analytics, Interactions, and Registrants)
- Moderate chat for any eWebinar
- Appear as a Presenter within a webinar
Watch this short video for an overview of a Creator's permissions and responsibilities.
Editor
A team member with the role of Editor can make adjustments to the webinars to which they have been assigned but cannot create or delete webinars.
Here’s what they can do:
- See only the eWebinars they’ve been assigned to
- Edit eWebinars they have been assigned to
- Publish and unpublish the eWebinars they've been assigned to
- View the dashboards of the eWebinars they've been assigned to (Analytics, Interactions, and Registrants)
- Moderate chat for any eWebinar to which they have been assigned
- Appear as a Presenter within a webinar
Watch the short video above (under Creator) for an overview of an Editor's permissions and responsibilities.
Moderator
A team member with the role of Moderator has very limited permissions. Their primary function is to help moderate chat for the webinars to which they have been assigned.
NOTE: To learn more about chat and how it works, check out this article.
Here’s what they can do:
- See only the eWebinars they’ve been assigned to
- Moderate chat for any eWebinar to which they have been assigned
- Appear as a Presenter within a webinar
Watch this short video for an overview of a Moderator's permissions and responsibilities.
Presenter
This is the best option for folks who will only ever appear as a Presenter in a webinar. The Presenter role is for display purposes only.
You do not need to invite Presenters to join your eWebinar team as you do with the other roles. This means they do not need to create an account and will never need to log in.
Here’s what they can do:
- Appear as a Presenter within a webinar
You can edit who appears as a presenter in two places in your webinars settings. The first place is in the Registration tab. When you edit your Landing page or Thank you page, if you have a presenter section, you can press the Edit button next to the presenter's name and change all the information to as you see fit.
The other place you can edit presenters is in the Settings tab of your webinar. When you scroll down to the Exit room section, you must click on the Display presenters toggle, which will show you the presenters for the webinar, and again, you can click on edit next to the presenter's name and change all the information.
Please note if you see the Display call to action settings instead, you can always click Display presenters to see presenters, then click Display call to action again to switch back to these settings, and all the settings from both pages will be saved.