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.
Follow these steps to invite new members in tour.
Step 1: From the Daysync dashboard, tap the Invite Member icon from the navigation bar to add a new member.
Step 2: The Manage Tour Access screen will open, where you can view current members and manage access for the selected tour.
Step 3: Click Add People To Tour to start inviting new members to the tour.
Step 4: The Add People screen will open, where you can add members to the selected tour.
Step 5: Use the Search people field to find and select members from your organization.
Step 6: If the person is not listed, click Invite via Email to send an invitation to a new member.
Step 7: After tapping on email People to Invite page will open, where you can add new members to invite.
Step 8: Click Add Person to enter the details of the person you want to invite.
Step 9: After tapping on add person a new invite page will open, where you can invite new members to your tour.
Step 10: In the Email address field, enter the email address of the person you want to invite.
Step 11: Tap the Seat type from the drop-down menu and select the appropriate role (e.g., Admin or Member) you want to assign to the user.
Step 12: Tap the Add To Invite List button to add the user to the invitation list.
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.