In this final section of the eventplanner.net training guide, we will examine contacts for your events. Here, you can give others access to your event and choose the level of access to give to team members: read-only, commenting, full access, or no access.

Starting on the eventplanner.net dashboard, in the left pane, we click on 'Contacts' to enter the list of people who can access your event.

We covered this briefly in 'Checklists', but let’s refresh our memories and do it again. This time, we'll cover the topic in more detail.

So, let’s say, for example, that you want to give somebody working for you access. Click 'Add contact' and start typing in the 'Company name' to which the person belongs; several results will appear. Select the company, then move on to fill out the remaining credentials.

You can set the access level individually for all the relevant tools. Remember, there are four options:

• No access: user has no visibility of this tool
• Read: user can read all tasks but can’t change anything or add comments
• Comment: user can read and comment on tasks but can’t change the tasks
• Manage: user has full access and can create, edit, and delete tasks

• Note: commenting is only available for checklists.

Once you add a contact, they will receive an invitation to work on this project with you. If they already have an eventplanner.net account, they can accept the invitation, log in with their existing credentials, and start working with you. 

If they're not an eventplanner.net user, they will need to create a free account once they get the invitation, which takes just a few minutes. Once done, they will get immediate access to your project, and you can start working together.

You'll notice that the invitation shows as pending. If the recipient doesn’t respond after some time, this button will change to 'Resend the invitation'.

If the person is new to the eventplanner.net platform, please share this training guide with them to give them a head start and help them get the most out of the software.

Remember, you can change access rights or even delete a user anytime. Just click on the person's name and make the required changes. However, deleting is only possible when no line items (tasks, callsheet line items, ...) are assigned to the person. So, before deleting the person, you need to reassign those items to others within your team.