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Invite and manage users

Add new users, assign permission profiles, reset passwords, and change/revoke access

Written by Tara Ferguson
Updated over a week ago

Understanding Users vs. Groups/People

Admin users can add new users to their event or organization as needed. Once added, users can log into Lennd and view/edit based on their permission profile.

Users are typically team members within your organization who need to access data within Lennd, set up form or portal applications, request files, etc. Typical users include artist liaisons, ticketing and credentials managers, media relations staff, vendor managers, volunteer coordinators, sponsorship managers, and so on.

Other types of people and groups, such as applicants, attendees, talent, and sponsors, should be added to your CRM as records or via a form/portal intake.

To add a user, you will need their first name, last name, and email. You will also need to assign them to a permission profile that will determine what they can see and access in Lennd.

Inviting Users

  1. Sign into Lennd and access the event/organization you want to modify.

  2. Click "Team" from the left-hand navigation panel.

  3. Click "Invite User" from the center panel.

  4. Enter the email of the user you wish to invite.

    1. If the user's email already exists in your CRM, it will prompt you to set a permission and invite them to manage the event.

  5. In the "Add user" pop-up window, enter the required information:

    1. First Name

    2. Last Name

    3. User type

      1. This is where you set the permission profile.

    4. Click "Send" to create the user and send them an invite email.

The user will get an email inviting them to Lennd.

Subject line: "[name of inviting user] has invited you to join Lennd"

In the email, they can click on "View My Events" to create their password and complete their user setup. Their email is also their sign-in username.

Login Assistance

If the user does not receive an invite email, please have them check their spam / "other" folders, and search their mail for "".

You can resend the email:

  1. Go to Team and click the ... button under Actions.

  2. Click "Resend Invite" to trigger the email again.

You can also copy the invitation URL and send it directly:

  1. Go to Team and click the ... button (Actions) by the user's name.

  2. Click "Copy Invite URL". Paste this into another email, document, etc. and share with the user.

Note: the invitation URL is unique for each user per event.

If the user forgets their login name:

  1. Go to Team and search for the user by name or email.

  2. Share their login email.

If the user forgets their password:

  1. Enter the email address for the user who forgot their password.

  2. Click "Reset Password." The user will receive an email with instructions on how to reset their password.

Managing Users

You can remove or edit user permissions for existing users.

Remove User

  1. Go to Team and click the ... button (Actions) by the user's name.

  2. Click "Remove" and confirm you want to remove the user.

If you need to correct the email associated with a user (typo, misspelled email address, wrong email), we recommend removing the user and re-adding them with the correct email.

Edit User Permissions, Role or API Token access

  1. Go to Team and click the ... button (Actions) by the user's name.

  2. Click "Edit". You can change the below options;

    1. Role

    2. Permissions

    3. API Token access

      1. This is required for some integrations. Don't enable this unless we ask you to.

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