SimpleEvents.io currently operates with a single-user account model for each HubSpot account.
This article explains how to effectively share access with your team and leverage the Dashboard Embed feature for collaborative event management within HubSpot.
Although SimpleEvents.io supports only one user account per HubSpot account, there are simple ways to collaborate with your team:
Option 1: Share Login Credentials
- Team Collaboration: You can share your SimpleEvents.io account credentials with others on your team. This allows multiple people to log in and manage events from the same account.
- Benefits: All team members will have access to the same event data, attendee lists, and reports, ensuring seamless coordination for event planning and execution.
Important Considerations
- Security: Sharing login credentials can expose your account to potential security risks. We recommend using this option with caution and only sharing your login with trusted team members.
- Simultaneous Logins: SimpleEvents.io supports simultaneous logins, so multiple team members can access the platform at the same time, if needed.
Option 2: Use the Dashboard Embed Feature
A more secure and efficient way to collaborate with your team is by using our Dashboard Embed feature. This lets you share key event information directly within your HubSpot account without sharing login credentials.
How to Use the Dashboard Embed Feature
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Access the Dashboard Embed Feature:
- Log in to SimpleEvents.io and follow the steps outlined in our Dashboard Embed Guide.
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Embed the Dashboard in HubSpot:
- By embedding SimpleEvents.io into your HubSpot dashboard, you enable your team to view and track event data, attendee lists, and performance reports without logging into the SimpleEvents.io platform.
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Collaborate Within HubSpot:
- Once the dashboard is embedded, your team can access real-time event data within HubSpot, enabling collaboration without requiring multiple logins to SimpleEvents.io.
- This feature is especially helpful for teams that need frequent updates on event metrics and attendee engagement.
Benefits of Using the Dashboard Embed
- Security: By embedding the dashboard, you avoid sharing login credentials, which enhances security for your SimpleEvents.io account.
- Centralized Collaboration: Your team can access all event-related data directly within HubSpot, where they are already working, making event management more seamless.
- Real-time Updates: The embedded dashboard provides real-time insights, so everyone on your team stays updated with the latest event details and performance.
SimpleEvents.io is designed to work with a single user account per HubSpot account, but you can easily share access with your team by either sharing your account credentials or using the more secure Dashboard Embed feature. The Dashboard Embed offers a great way for your team to collaborate and manage events without compromising security.
For detailed instructions on embedding the SimpleEvents.io dashboard, visit our Dashboard Embed Guide.
If you have any questions or need further assistance, please reach out to us at support@simpleevents.io.