Organizations Section

How Organizations Work in Sched

An Organization is a shared space for related events in Sched. It helps keep events grouped together and supports features such as better analytics, billing (coming soon), and user management.

Every new event in Sched must belong to an Organization. If you are creating a new event, you will need to choose an existing Organization or create a new one. If you are only attending or speaking at an event, you do not need one.

Organization access vs. Event access

Being part of an Organization is not the same as being an admin of an event.

• Organization access controls what you can do in the Organization workspace.
• Event admin access controls what you can do inside a specific event.

For example, you might be able to open the Organization workspace but not edit a specific event. Or, you might be able to manage an event but not open the Organization workspace.

Organization roles

• Owner: Can manage the Organization, members, roles, permissions, and Organization name.
• Contributor: Can usually open the Organization workspace and view events in the Organization.
• Department Viewer: Can view only the events in their assigned departments.
• Department Editor: Can view events in their assigned departments and add events to those departments. A Department Editor is similar to a Contributor with Edit Events permission, except access is limited to assigned departments.

Note: At this time, Owners, Contributors with Edit Events permission, and Department Editors must still be added as admins on an event to access that event’s control panel. This will be improved in a future release.

Departments
Departments help keep related events organized and make it easier to control who can view or manage them. This is especially helpful for larger Organizations that manage different teams, schools, programs, or event groups.

Departments are optional. No setup is required unless you want to use them. By default, every Organization has one department with the same name as the Organization. If you are not actively using Departments, events will be placed there automatically.

Every event in an Organization always belongs to one department.
With Departments, you can:

• Create a department

• Rename a department

• Delete a department (A department cannot be deleted if there are still events or members assigned to it.)

• Move an event from one department to another.

By default, only Organization Owners can create departments. Contributors can also be given access to create departments through the Edit Settings permission and to manage departments through the Edit Department permission.

Two department-specific roles are available: Department Viewer and Department Editor. These roles can be assigned to one or more departments. When assigning one of these roles, at least one department must be selected.

How to access your Organization workspace and settings

1.  Go to My Events or Login
2.  Click New Dashboard.
3. What you can see and do in the Organization workspace depends on your role and permissions. Some settings are only available to Owners or to members who have been given the required access.
   In the Organization workspace, you can: 
   
   • Edit the Organization name
   • Invite members to your Organization 
      Manage permissions for an existing member
   • Create, rename, and remove Departments
   • Assign department-based roles and access for members (Department viewer and Department Editor)
   • Switch workspaces if you belong to multiple Organizations.

Note: If you do not see certain settings or actions, your Organization role may not include access to them. An Owner can grant additional permissions if needed 

Organization Workspace Settings Sample

Department Access Sample

Not assigned to an Organization: If you see this, the event has not yet been linked to an Organization. Click it to assign the event to your Organization.

Note: You may see this for events that were created before the Organizations feature was released.

Unassigned Event Sample

When do I need an Organization?

You need an Organization whenever a new event is being created.

This includes:

•  Signing up as an Event Planner
•  Creating a new event as an existing user
•  Duplicating an event

What to expect:
The Organization step may look different depending on how the event is created.

• If you sign up as an Event Planner, Sched automatically creates an Organization for you. You can name it during signup or skip that step and name it later.
•  If you create a new event as an existing user, you must choose an existing Organization or create a new one.
• If you duplicate an event, the duplicate stays in the same Organization when possible.