MedventoTeam roles and permissions: what owners and staff can do on Medvento
Medvento has two roles, owner and staff. See what each can do across events, money, compliance and the team, and how to invite, change or remove members.
Every member of a Medvento organization is either an owner or staff. Staff can run events day to day. Owners can do everything staff can, and they alone handle money, legal and compliance details, and the team. An organization can have several owners, and it always keeps at least one.
What each role can do
| Area | What you can do | Owner | Staff |
|---|---|---|---|
| Events | Create, edit and clone events, tickets, agenda and pages | Yes | Yes |
| Events | Open registration, Go live, Close event | Yes | Yes |
| Events | Mark an event post-event | Yes | No |
| Registrations | View the roster, check delegates in, confirm direct payments | Yes | Yes |
| Registrations | Choose the payment setting and enter bank or UPI details | Yes | No |
| Faculty and abstracts | Invite faculty, assign reviewers, grant late exceptions | Yes | Yes |
| Certificates | Set an event's accreditation, resend a certificate | Yes | Yes |
| Certificates | Set the organization's certificate look, reissue certificates | Yes | No |
| Website and news | Edit and publish the website, design and news | Yes | Yes |
| Website | Choose a subdomain (once, final) | Yes | No |
| Campaigns | Create, design and send campaigns | Yes | Yes |
| Contacts | Import, add and move contacts; delete up to 100 at once | Yes | Yes |
| Contacts | Delete more than 100 contacts at once | Yes | No |
| Compliance | View and edit compliance details (PAN, GSTIN, address) and the GST state | Yes | No |
| Billing | See prices, pay, renew, download invoices, use the referral card | Yes | No |
| Privacy | File a data request for a person or yourself | Yes | No |
| Organization | Ask Medvento to close the organization | Yes | No |
| Team | Invite members, change roles, remove members | Yes | No |
| Support | Raise and follow tickets | Yes | Yes |
Staff do not see the Team section in the sidebar, and see only a short notice on the Billing page.
These rules apply to every organization:
- An organization can have more than one owner. All owners have equal standing.
- An organization always keeps at least one owner. Medvento will not let you remove the last owner or change their role to staff.
- Each person belongs to one organization. An email address that already belongs to an organization cannot be invited to another.
Give people the lowest role that lets them do their job. Owners can see your organization's sensitive identifiers and money, so make someone an owner only if they need that.
Invite a team member
Only owners can do this. The person you invite joins with the role you choose.
- Sign in to Medvento as an owner.
- In the left sidebar, click “Team”.
- In the “Invite a teammate” card, enter the person's email address in the “Email” field.
- In the “Role” field, choose “Staff” or “Owner”. The default is Staff.
- Click “Send invite”.
- Check that the message “Invite sent to” followed by the address appears, and that the person is listed under “Pending invites”.
Medvento emails the person a link. The invite expires after 7 days, and there can be only one pending invite per email address. You cannot invite yourself.
Accept an invite
Do this if you received an invitation email.
- Open the invitation email from Medvento and click the link.
- If you are not signed in, enter your email address in the “Email” field and a password in the “Password” field. If you are already signed in, skip this step.
- Click “Accept invite”.
- If Medvento asks you to confirm your email address, open the confirmation email it sends and click the link in it.
Once the invite is accepted, you are a member of the organization with the role you were invited as.
Change a member's role
Only owners can do this.
- In the left sidebar, click “Team”.
- Under “Members”, find the person's row.
- Open the role menu in that row, which shows “Staff” or “Owner”.
- Choose the new role.
- If you are making the person an owner, read the confirmation that asks whether to make them an owner, and confirm it.
Remove a member
Only owners can do this. Removing a member takes away their access to the organization.
- In the left sidebar, click “Team”.
- Under “Members”, find the person's row.
- Click “Remove” in that row.
- Confirm the prompt that asks whether to remove the person from the team.
If the person is the only owner, Medvento refuses and shows an error. Make someone else an owner first.
Frequently asked questions
What roles does Medvento have?
Two: owner and staff. Owners also manage billing, compliance details and the team.
Can an organization have more than one owner?
Yes. All owners have equal standing, and there must always be at least one.
Can staff publish an event page or send a campaign?
Yes. Staff can run events, pages, campaigns and check-in. Money, compliance details and the team are owner-only.
Can I invite someone who belongs to another organization?
No. Each person belongs to one organization, so an email address that already belongs to one cannot be invited to another.
How long does an invitation last?
Seven days. There can be only one pending invitation per email address.
What happens if the last owner leaves?
Medvento refuses to remove the last owner or change their role. Make someone else an owner first.
How to set up compliance details and publish your privacy policy
Add your grievance officer, registration and GST details in Settings, Compliance. Medvento then publishes six policy pages for your events.
How to create an event and finish its Basics
Create a Medvento event from the Events page, complete its Basics tab, and learn what to finish before you open registration and publish event pages.