Managing Users: Add Team Members Easily
Managing a collaborative event planning team requires secure access and role-based permissions. The Manage Users feature within the Event Planner Backend allows administrators to add new members, assign appropriate roles, and centralize user management—ensuring everyone has the tools they need to contribute effectively.
This article provides a step-by-step guide to adding users to your platform and explains how each field in the Add User form works.
Step 1: Navigate to the Manage Users Section
From the main dashboard, look to the left-hand side navigation panel. This panel gives you quick access to core backend modules.
Click on Manage Users. This will direct you to a dedicated user management page, where you can view existing team members and add new ones.
This page is particularly important for administrators who are responsible for team setup, access control, and onboarding.
Step 2: Launch the Add User Form
Once inside the Manage Users page, you’ll find a clear Add User button. Clicking this opens up a structured form designed to capture all essential user information.
This form is minimal yet comprehensive, helping you register users swiftly while maintaining data integrity.
Step 3: Fill in the User Information
Here’s a breakdown of each field in the form:
First Name: Enter the user’s given name. This will appear in system listings and user profiles.
Last Name: Surname or family name.
Date of Birth: Use the date picker or enter the DOB manually in dd/mm/yyyy format. This may be used for profile verification or internal HR records.
Gender: Select from the dropdown options (Male, Female, Other). This is optional but can help personalize user communication.
Role: Choose from a predefined list of roles such as Admin, Coordinator, Sales Representative, etc. This selection controls the user's access level and permissions within the backend.
Login Email: This is the primary email used by the user to access the platform. It must be valid and unique, as login credentials and system notifications will be sent here.
Contact: Add the user's mobile number or preferred contact method for internal coordination.
After filling in all the fields, click on the Add User Now button.
The system will validate the entered information and create the user profile. The new user is immediately added to your team database and should receive login instructions (based on your platform’s setup).
The Add User functionality simplifies team expansion and role-based access control. Instead of sharing credentials or limiting backend access to a few admins, this feature allows you to build a more structured, collaborative environment.
By defining roles at the time of creation, you ensure each user sees only what they need—reducing clutter, protecting sensitive information, and streamlining workflows.
Whether you’re a venue manager inviting event coordinators or a regional admin building out a local sales team, this tool gives you full control over who sees what and when.
For a live walkthrough of this process—including how to access the page, what each step looks like on screen, and how the form behaves—you can refer to the accompanying tutorial video. It visually guides you through everything described here for added clarity.
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