Need a little help managing your event or signup? You can add a co-organizer to any event or signup in your Signup Tool or Team Tool.

 

It’s super easy too!

 

Signup Tool

 

  • Click the icon (see below).

 

DESKTOP

add a co-organizer signup tool momclone

 

MOBILE

add a co-organizer

  • Enter your co-organizer’s email address
  • Click Send Invite

 

add a co-organizer signup tool planhero

 

  • We send an email invitation to the address you entered inviting the person to be your co-organizer for the event.

 

add a co-organizer to signup event signup tool planhero invite

 

  • You’ll receive a confirmation email when she accepts your invitation.

 

add a co-organizer to signup event tool

 

  • If your co-organizer already has a free PlanHero account, she can login. If she does not, she will need to create a free account. (She’ll be prompted to do this when she clicks on the Accept button on her co-organizer invitation email). Your co-organizer will find your event/signup under the Received Invites tab.

 

DESKTOP

add a co-organizer on signup tool event

 

 

MOBILE

 

FAQs

 

  • Can I have more than one co-organizer?
    • No. BUT, you can have one co-organizer for each event/signup. So for example, if you’re in charge of a fundraiser, you can have one co-organizer for the live auction, another co-organizer for the silent auction, another co-organizer for sponsors, and another co-organizer for decorations.

 

  • What does the co-organizer have access to?
    • Your co-organizer can do everything you can do, except:
      • She cannot access your Account Settings. So she has no access to your billing area.
      • She cannot create Collect Money Lists unless she sets up the Collect Money feature in her own account (monies can be directed to deposit into the same account that your organization is using).