Add a Team Member to a Switchboard Account
Need to collaborate with a multi-person production team or share broadcasting duties across different departments? Adding Team Members to your Switchboard Live account allows you to securely invite staff or volunteers to help manage your multistreaming workflow without ever sharing your master password. Whether your team is covering a weekend festival or managing emergency press conferences, this guide shows you how to grant secure access, track invitations, and manage your team so you can confidently go live.
Last updated 22 days ago
🛡️ Security Note on Permissions
To protect your core workflow, invited members are granted 'Administrator' roles. This allows them to collaborate effectively, such as starting streams and managing destinations. However, to ensure total reliability, they cannot change your master Stream Key or remove the Account Owner. You can confidently share the workload without compromising your account's security.
Important Notes:
The invited person must complete the process to become a team member(User) of a Switchboard Account they've been invited to. They'll need to open the email and click the reset password button. The steps are explained in the article "Invitation to become a Team Member of a Switchboard Account."
Phase 1: Send the Team Invite
Click the Main Menu icon in the top-left corner of your Switchboard dashboard.
Navigate to Management and select Team Member.
Enter the invited person’s email address into the text field.
Click the ROLE dropdown menu and select Administrator.
Click the Add button.
The invited user will now appear in your team list below. Repeat these steps to add as many team members as you need!
Phase 2: Tracking Invite Status & User Acceptance
Once you press "Add," the new team member's status will show as “Pending Invite” until they complete the joining process.
What the invited user needs to do:
The invited user will receive an automated email from Switchboard Live.
They must open the email, click the link, and set up their own unique password. (For full instructions, you can share this article with them: How to Accept a Team Member Invite).
Once they complete this process, their status on your dashboard will automatically update from "Pending Invite" to "Administrator," and they can begin managing streams immediately. As the original creator, you will always be labeled as the Owner.
💡 Troubleshooting Tip: If their status remains "Pending Invite" for a long time, ask them to check their Spam/Junk folder for an email with the subject line: Switchboard Live | Create Account
You can also try removing the invited person and re-inviting them. This will generate a new invitation email.
Phase 3: How to Remove a Team Member
If a volunteer leaves or a project ends, revoking access takes just two clicks.
Navigate back to the Team Members page (Main Menu > Management > Team Member).
Locate the user you want to remove from your list.
Click the Trashcan icon next to their name.
Click to confirm the removal. Their access to your Switchboard account will be revoked instantly.
FAQ
Q: If I add a Team Member, do they log in with my email and password?
A: No. This is the main benefit of the Team Member feature! They will receive an email invitation to create their own unique, secure password. You never have to share your personal login credentials.
Q: Can a Team Member accidentally delete my main Switchboard account?
A: No. Invited Team Members are granted an 'Administrator' role. While they can manage daily broadcasting tasks, only you (the Account Owner) have the top-level permissions to delete the account or remove other owners.
Q: Can I resend an invitation if the team member lost the email?
A: Yes. If their status still says "Pending Invite," you can delete their pending invitation using the trashcan icon, and then simply re-add their email at the top of the page to trigger a brand-new invitation email.