Add colleagues and manage your account

Account and team brings together login details and people who can manage your business. Owners can add existing account holders. New-user creation is an administrator task, not an owner email-invitation workflow.

1. 11. Open Account and team.
2. 22. Review the people listed for your selected business.
3. 33. Confirm your colleague already has a registered account.
4. 44. Enter Colleague email address if you have owner access.
5. 55. Choose the appropriate displayed role.
6. 66. Select Add registered colleague.
7. 77. Check the colleague appears with the intended permission.
8. 88. Review your own login details and communication preferences.

Tip: Give only the access needed and keep at least one owner. Check the business name before adding or removing a colleague.

Good to know: Administrators can create users with a temporary password and job title, or set a replacement temporary password. Those users are required to change their password on first sign-in. Existing passwords are never displayed. Email invitations, email-change confirmation and email password-reset delivery are coming soon. Linking a contact does not grant account access.

Each business quotes separately. EventPlan Wales does not book events or collect booking payments. Email-dependent actions are coming soon.

Related guides: Create an account and add your business