Creating User Accounts for Your Event Team

Invitations to join your event team can now be sent from the dashboard of your event site.

First determine which Team Role/level of permissions you want the team member to have:

Account Managers have complete access to manage the organization's subscription account AND all event sites. The Account Manager role is appropriate for Development/Fundraising Directors (who make chair-level decisions on every event) and Treasurer/Controller (who reconcile financial accounts for all events and handle subscription renewals).
Chairs have complete access to the specific Event Site(s) they have a Chair role for - including the most sensitive data and tools (payment settings, bulk editing bidder numbers, and renumbering items). Chair role is most appropriate for the Event Chair or Co-Chairs.
Admins have access to all but the most sensitive settings and all of the donor, item, and guest records. Admin role is commonly used by Team Leads (eg Procurement or Ticket Sales) and provides access to all of the tools needed to customize and manage their area of responsibility.
Volunteer/Staff role is suitable for those entering and managing donors, items, tickets, bidders and working check-in and check-out at the event. They can enter and manage records - but cannot change settings.

To Invite a new Chair/Admin/Volunteer/Staff for a Specific Event Site:

Go to the Event Site > Admin > Dashboard
Click on Invite New Team Member
Select Desired Role
Search to see if they have an existing user record. If they do not, click on Add New User tab to add their name and email address.
Send invite to join the team.

To Invite a new Account Manager (for Chair access to ALL Event Sites)

Login directly to account page at my.schoolauction.net or my.tofinoauctions.com OR Go to any Event Site > Admin > Dashboard
From the event site Dashboard, click on Your Account > Manage Account Managers
Once on the Account Page, use the Invite New Account Manager button to send invitation.

The emailed invitation provides a link to setup their account:

Invitation email includes a token link. When clicked, new team member is brought to this form to choose their password, then taken to the Event Site Dashboard with instructions to bookmark the page for future access.