Planning

Share with your event team

Give a coordinator or caterer a private workspace without granting access to your organization dashboard.

1. Open Setup → Team access and choose Create access link.
2. Label the collaborator, choose Agenda review or Catering details, and set an expiration of up to 30 days.
3. Review the information being shared and confirm that it can be shared with this collaborator.
4. Copy the link and share it privately with the intended person. They can open it without an account.
5. Revoke the link when access is no longer needed. Expired or revoked links stop working immediately.