Spaces

Q: Is there a limit to the number of spaces I create?

You can create an unlimited number of spaces.

Q: Is there a limit to the number of members I invite to a space?

There can only be one space owner but you may invite an unlimited number of space staff members.

Q: What is the difference between a space owner and a space staff member?

A space owner can access and update price settings, the custom receipt message and will receive refund request notifications. The space owner and staff members can view pages and reports within the space and will receive payment notifications.

Q: What is the difference between an organization owner and a space owner?

The organization owner has access to all spaces and the pages and reports within those spaces. They also have access to organization wide reporting and can update the payout details for the organization.

Q: What’s the difference between a Space Staff member and an Assistant?

Space Staff can view pages, submissions, and reports within the space, and they can also create and edit pages. They receive payment notifications but cannot update price settings, edit the custom receipt message, receive refund request notifications, or issue refunds. Assistants have limited access meant for cashiers or check-in helpers. They can open payer pages, but they cannot see how much a page has collected, view submission counts, access reports or financial data, edit pages, or receive notifications. This role is ideal for event helpers who need access to pages but not sensitive information.

Q: How can I rename a space?

Click on the space settings to rename a space. You can also add additional space members or reassign roles in space settings.

Q: Can I copy pages between spaces?

Click the 3 dots on the page record to copy the page in the space or to a new space.

Q: Can I move pages between spaces?

You can’t move transactions and submissions to a new space; however, you can copy the page to a new space and start collecting new submissions. Then you can archive the original page.

A space is where you organize pages, permissions and members. Create a space for each club, group, team, department, function or just use it to stay organized.

Organizations are using spaces in many different ways:

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🏫 High schools are enabling student activities and clubs to collect payments and field trip permissions
🍩 Accept ApplePay for in-school donut sales by the Future Business Leaders of America
✈️ Collect field trip permissions, signatures and fundraise 💰 for the Senior Class Trip
👕 Sell T-shirts in-person or online for Student Council
🎟️ Sell chances for a raffle basket fundraiser for the Ecology Club
💳 Collect annual membership dues for the Marketing Club
🌹 Sell flowers during intermission for the Thespian Society

🏫 Microschools are using spaces to stay organized
📄 Keep all your forms (enrollment, application, and registrations) in one space
💳 Organize Tuition pages in a space and give access to your billing administrator or accountant
💻 Create spaces to manage in-person vs. virtual school enrollments
☀️ Manage summer camp forms and payments in one space

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Roles & Permissions in a Space

As an organization owner, you can create and access all spaces. Space members can only access pages and reports within their space. Read more about actions restricted to specific roles.

When you add a member to a space, you can assign one of the following roles:

- Space Owner: Controls all space settings, can edit pages, view reports, issue refunds, and receives refund request notifications.
- Space Staff: Can create and edit pages, view submissions and access all data within the space, but not issue or approve refunds.
- 🆕 Assistant: Ideal for cashiers, check-in volunteers, or anyone who needs access to pages — but not to your financial totals or reports. Can not see how much a page has collected, view reports, issue refunds or access financial data.

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Here’s how to create a space in 4 easy steps.

✅ Step 1: Click the + to create a new space

✅ Step 2: Enter the space name and upload a logo

✅ Step 3: Add existing members or invite new members to the space

✅ Step 4: Assign a role and permissions to each space member

💡 Each space requires one owner. You can add unlimited staff or assistant members. All members can access pages.

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🗂️ Archive Spaces

You can archive spaces to keep everything organized! Just click the three dots, then select "Archive space".

Need to unarchive? Simply click on "Archived", select the space, and hit "Restore".

Up next

Invite, Assign Roles & Organize with Spaces

In this article, we’ll walk you through how to invite team members, assign roles, and organize everything with Spaces.

Add images

Use images to personalize your page to reflect your organization's identity

Email Notifications

Email Notifications for Payments and Submissions

Invite Team Members

Manage access to your organization by adding or removing team members and assigning roles

FAQs

Is there a limit to the number of spaces I create?

Is there a limit to the number of members I invite to a space?

What is the difference between a space owner and a space staff member?

What is the difference between an organization owner and a space owner?

What’s the difference between a Space Staff member and an Assistant?

How can I rename a space?

Can I copy pages between spaces?

Can I move pages between spaces?

You and your referrer will each get a free card reader once your organization collects $1,000

Spaces

Roles & Permissions in a Space

Here’s how to create a space in 4 easy steps.

🗂️ Archive Spaces

Invite, Assign Roles & Organize with Spaces

Related articles

Add images

Email Notifications

Invite Team Members

FAQs

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