Account Configuration Guide

Complete setup guide including profile configuration, team access, and security settings.

5 min readUpdated 2025-01-14

This guide covers the complete account setup process, from initial registration to configuring team access and security settings.

Registration Requirements

Required information for account creation:

  • Valid email address (verified via confirmation link)
  • Organization name (displayed on event pages)
  • Primary contact phone number
  • Business address (required for Stripe verification)
  • Tax identification (EIN for US, VAT for EU)

Account setup wizard preview

Interactive component coming soon

Profile Configuration

Complete your organizer profile:

  1. 1Upload organization logo (400x400px minimum, PNG/JPG)
  2. 2Add organization description (used in event footers)
  3. 3Set default timezone (affects all event times)
  4. 4Configure notification preferences (email/SMS)
  5. 5Add social media links (displayed on event pages)

Team Access Levels

Owner

โ€ขFull account access
โ€ขBilling management
โ€ขTeam member management
โ€ขAPI key generation

Admin

โ€ขCreate/edit/delete events
โ€ขProcess refunds
โ€ขView all reports
โ€ขCannot modify billing

Manager

โ€ขCreate/edit events
โ€ขView reports for assigned events
โ€ขCannot delete events

Scanner

โ€ขCheck-in access only
โ€ขView attendee lists
โ€ขNo financial access

Security Configuration

Recommended security settings:

  • Enable two-factor authentication (TOTP or SMS)
  • Set session timeout (default: 24 hours)
  • Configure IP allowlist for API access (optional)
  • Review login history monthly
  • Rotate API keys quarterly
Never share API keys or login credentials. Each team member should have individual access. Compromised credentials should be rotated immediately via Settings โ†’ Security.

Ready to get started?

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