Collaborate on Shotgun as a team. In the same workspace, several people can collaborate, each member has their own login credentials and a role that defines what they can do.
Let’s see how it works, and how to invite your teammates to join your workspace.
In this article
Invite a member
Log in to your Smartboard
Go to Settings > Team Members.
Click Invite a Member.
Enter their email address and choose a role (Editor or Viewer).
Click Send invite.
Your teammate will receive an email to join your workspace.
💡 Invitations expire after 30 days, but you can resend them anytime.
💡 If your teammate email is already linked to a Shotgun account, the user will just need to log in and accept. If not, they’ll be asked to create credentials before joining.
🎉 That’s it. You’ve invited your first teammate to your Shotgun workspace!
Member roles
⚠️ Adding a member gives someone on your team access to your Smartboard workspace. This is different from adding a cohost, which gives a partner access only to a specific event 👉 To add a cohost, see our article Manage cohosts.
There are three types of members in a workspace :
Admin
✅ Creates the workspace
✅ Has full control (events, members, banking, and settings)
⚠️ There can only be one Admin per workspace.
Editor
✅ Can create and edit events, manage orders and transfers, access accounting documents and invite members
❌ Can’t update banking settings (Bank account and Banking PIN) or access the Scan and Drawer apps
💡 Admins and Editors can change member roles or remove access at any time except for the Admin role, which can only be updated by contacting Support team
Viewer
✅ Has read-only access to events, orders, and analytics.
❌ Can’t make changes or access banking information.
