Team Collaboration

Scale your organizing power by adding co-organizers, delegating responsibilities, and coordinating seamlessly across your team.

Why Use Multiple Organizers

Collaborating with external organizers increases your event’s success by:

Distributing workload across multiple team members
Bringing diverse skills and perspectives to your event
Expanding your reach through additional networks
Creating shared ownership with partner organizations

Sero allows you to add co-hosts while maintaining control over what each person can do.

Multiple organizers multiply your invitation reach. Each organizer can invite from their own network, significantly expanding your potential audience.

Before Adding Organizers

Plan your team structure before adding anyone:

Task assignment: What specific responsibilities each organizer will handle
Permission scope: Which permissions each person needs
Decision authority: Who has final decision-making power
Communication plan: How you’ll coordinate as a team

Use Individual Accounts, Not Shared Logins

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Important: Have each team member create their own individual Sero account rather than sharing a single company account.

This approach:

Enables more granular permission control
Provides better tracking of who performs which actions
Maintains clear accountability
Still allows full control over what information is visible

Adding Organizers to Your Event

Access Organizer Controls

Navigate to the Overview tab of the Manage page
Scroll down below the quick links to find the Organizer section

Add Organization Labels

Labels identify companies or organizations you’re working with:

Click the “Add” dropdown
Select “Add label”
Enter the organization name

Best practice: Add individual labels for each organization (e.g., Serotonin, ACME) rather than one combined label. Individual labels improve search and discovery.

Invite Individual Organizers

Click the “Add” dropdown
Select “Invite organizer”
Search for and select the Sero user
Configure their permissions (described below)
Save changes

When added, the person receives an email with a direct link to the Manage page.

Managing Organizer Permissions

Available Permissions

For each organizer, you can enable specific actions they can perform:

Admin: Full control, including managing other organizers
Edit: Can update event details and settings
Approve: Can review registration requests
Invite: Can send invitations
Export: Can download attendee data
Visible: Name appears publicly as an event organizer [Disabled temporarily]

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Grant only the permissions each organizer actually needs. You can update these permissions at any time.

Monitoring Approvals

The “Approved” column in the Organizer section shows how many applicants each organizer has approved, helping you:

Track attendee sources
Balance approvals between partner organizations
Manage limited venue capacity

Learn more about effective approval strategies in our registration management guide.

Coordinating Effectively with Your Team

Establish Clear Communication Channels

Set up:

Regular check-in meetings
A shared document for tracking progress
A dedicated chat channel or email thread
A process for communicating major changes

Create a Shared Timeline

Develop a timeline with key milestones:

Initial setup deadlines
Invitation phases
Content creation deadlines
Final approval cutoffs

Manage Event Messaging Together

The Messaging tab requires careful coordination:

Decide who will set up and send messages
Create an approval process for all communications
Ensure consistent messaging across all organizers
Determine who has final sign-off authority

Consistent messaging presents a unified front to attendees and reflects well on all organizing partners.

Learn more about effective messaging strategies in our messaging guide.

Balance Partner Contributions

For events with limited capacity:

Establish approval guidelines in advance
Regularly check the Approved column to monitor balance
Communicate proactively about approval rates
Adjust strategy if one partner is over- or under-represented

Leveraging Multiple Networks

Maximize Invitation Reach

One of the biggest advantages of multiple organizers is expanded network access:

Each organizer can invite from their “My Network” filter
Partner organizations can promote through their existing channels
Combined networks often reach different segments of the same audience

Learn more about leveraging networks in our invitations guide.

Coordinate Promotion Efforts

Have each partner promote through their channels
Create shared promotional assets
Coordinate timing to avoid message fatigue
Track which partners drive the most valuable attendees

See our promotion guide for detailed promotional strategies.

Best Practices for Successful Collaboration

Document agreements about roles and responsibilities
Maintain a single source of truth for event information
Set clear expectations about response times
Schedule regular progress reviews
Share successful strategies and templates
Recognize and utilize each team member’s strengths

Common Collaboration Challenges

Avoiding conflicts:

Establish clear decision-making hierarchy
Create approval processes for major changes
Set boundaries on who can approve attendees
Communicate changes before implementing them

Managing different communication styles:

Agree on communication frequency and methods
Establish response time expectations
Create templates for consistent messaging
Designate a single point of contact for external communications