FeaturesProjects & Organizations
Best Practices & Troubleshooting
Organization tips, archiving projects, and common issues
Best Practices
Organization
✅ Clear naming - Descriptive project names ✅ Logical grouping - Related events together ✅ Consistent branding - Unified visual identity ✅ Regular cleanup - Archive old events
Team Management
- Assign minimum necessary permissions
- Regular permission audits
- Onboard new members properly
- Document team procedures
Settings
- Complete all contact information
- Test email delivery
- Configure tax settings early
- Use custom domain for professionalism
Security
- Enable two-factor authentication
- Use strong passwords
- Limit owner role to trusted members
- Regular security reviews
Archiving Projects
When to Archive
- Event series concluded
- Client work completed
- Organization dissolved
- Consolidating projects
Archive Process
Export all data
Complete any pending payouts
Notify team members
Go to Settings → Archive
Confirm archival
What happens:
- Project becomes read-only
- Event pages remain accessible
- Data preserved for records
- Team access removed
Permanent: Archived projects cannot be unarchived. Export all data first.
Troubleshooting
Team Member Not Receiving Invitation
Check:
- Email address is correct
- Check spam/junk folder
- Resend invitation
- Try different email
Permission Issues
Solutions:
- Verify correct role assigned
- Check role capabilities
- Contact project owner
- Review recent changes
Branding Not Appearing
Verify:
- Logo uploaded correctly
- Image file size/format
- Clear browser cache
- Wait for updates to propagate
Related: Projects & Organizations Overview • Team Management