Add and manage your staff

You can easily grant and manage access to your Occasion account to other members of your team.


Add new team member

  1. Once you have logged in, click “Settings" in the upper-right corner.
  2. From the drop-down click "Add and Manage Staff".
  3. To add a new team member, click the “Add User” button in the top right corner.
  4. In the new pop-up window, enter the email address, the first and last name of the user.
  5. An email is to the new user, inviting them to join your account. They will click a link, and enter a password to access your account.

Note: When a new team member has been added, their account status is set to “Unconfirmed” until they click the link in the invitation email and set up a username and password. Once they do that their account status changes from “Unconfirmed” to “Joined on mm/dd/yyyy”.


Edit team member permissions

  1. Once you have logged in, click “Settings" in the upper-right corner.
  2. From the drop-down click "Add and Manage Staff". You will see all your team members listed on this page.
  3. You have the ability to give your team full or limited access to your account. Select and/or deselect items you wish to grant or remove permissions to.
  4. Once done click "Save Changes".

Note: Giving users access to Listings will enable them to edit, delete, view orders for assigned Listings only. They will also receive email order confirmations for the assigned Listings. Make sure the user also has access to the venue in which the Listings are located.


Delete an existing team member

  1. Once you have logged in, click “Settings" (a button that looks like a gear) in the upper-right corner.
  2. From the drop-down click "Add and Manage Staff".
  3. To the right of the person’s name, you will see a dash button (-). Click this button to delete the team member.
  4. Be careful, as this action cannot be undone.
  5. Click "Save Changes" to complete the procedure.

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