Overview
Inviting members allows your team to collaborate on tour planning and scheduling in Daysync. By adding members to a tour, you can control what they can view or edit based on the role you assign. This guide explains the available member roles and the steps required to invite one or multiple members to a tour.
Understanding Member Roles
Before sending invitations, assign the correct role to ensure each member has the appropriate level of access.
Admin
Admins have the highest level of access within the organisation. They can access and manage all tours and members created under the organisation.
Member
Members have to be provided access to tours by admins. By default they are added as "View-Only" when added to a tour but cannot make changes. This role is typically assigned to crew members who only need to reference the schedule. You can provide edit access to members in the manage members section of tour settings.
Add Members to a Tour
Follow these steps to add members to collaborate on a tour.
Step 1: From the main menu, select the tour where you want to add members. You can skip this step if you only have one tour.
Step 2: On the tour page, click the Invite button.
Step 3: In the Email Address field, enter the email address of the person you want to invite.
Step 4: Click the Role dropdown menu and select the appropriate role: Tour Admin, or Tour Member.
Step 5: If you want to invite additional members, click Add Another Person.
Step 6: For each additional invitee, enter their email address and select their role from the dropdown menu.
Step 7: After adding all invitees, click Send Invite to send the invitations.
After Sending Invitations
Once the invitations are sent, the invited members will receive an email invitation to join your organisation and be added to the tour. After they accept the invitation, they will appear in the tour member list and will be able to access the tour according to the role you assigned.