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Team & Documents

Set up your team and crew roster

Add team members, assign roles, set permissions, and store employee details securely in BoothBook.

  1. 1Go to Settings → Team.
  2. 2Click "Add Member" and enter the person's name and email.
  3. 3Select their role: Owner, Manager, Staff, or Crew.
  4. 4Toggle "Can Edit" on or off — off gives read-only access.
  5. 5Optionally fill in employee details: phone number, date of birth, emergency contact, and SSN (stored encrypted).
  6. 6Save the member. They'll receive an invitation to join your BoothBook account.
  7. 7Repeat for each team member.

Related guides

Assign crew members to events

Assign specific team members to individual events so crew only see their own schedule, and filter events by crew member.

Upload and manage documents

Store contracts, permits, and organizer PDFs in the Documents Library — with role-based access control and optional event linking.