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Getting Set Up

How to create your organization, configure billing, and create your first event in BackOps.

Before you can create events and start working in BackOps, there are a few administrative steps to complete. This page walks you through choosing the right organization type, setting up billing, and creating your first event.

Organizations: Personal vs Team

When you first sign up for BackOps, you land in your personal organization. Every account has one.

A personal org is exactly what it sounds like — it's just you. It holds all the events you've been invited to, plus any events under your personal account. If you're a freelancer, a solo operator, or someone who collaborates with teams only at the event level, your personal org may be all you need.

A team organization is for groups of people who share ownership of a portfolio of events together. If you have multiple people in your organization who all need management access across multiple events — a production company with several staff members, for example — a team org gives everyone that shared, consistent view. It's about managing an operation collectively, not just working on individual events.

To create a team org, click your name or organization name in the top left corner of BackOps. The dropdown shows every organization you have access to and gives you the option to create a new one.

Licenses are tied to the organization you're in when you purchase them. If you buy a license inside your personal org and then realize you needed it on your team org, you'll need to repurchase. Pick the right org before buying.

Licensing

To create events in BackOps, you need a license. A quick summary of your options:

  • Org Pro — full event creation plus broader organization features
  • Event Pro — event creation with a more focused feature set
  • Org Standard — does not include event creation; designed for supporting team members like accounting staff who need platform access but don't run events

See the Licensing page for a full breakdown of what each license includes and how to choose the right one.

Want to explore BackOps before committing to a license? Email us at sales@backopslive.com and we'll set you up with a sandbox account.

Billing Setup

Licenses are purchased through the billing screen, which you can access from Settings → Billing.

Add a payment method

Click Update Payment Methods to add a credit card or bank account. Bank accounts carry lower processing fees and are the recommended option when possible.

Add your billing information

Fill in your billing address. A zip code is required for the payment to process — the form will not complete without it.

Purchase a subscription

Once your payment method and billing address are in place, you can select and purchase a subscription directly from the billing page. You can also trigger this from the events page, which will prompt you to buy a license if you don't have one yet.

After clicking purchase, it can take a moment for the license to activate. If the events page doesn't update immediately, wait a few seconds and refresh.

Creating Your First Event

Once your license is active, go to your events page and click Create Event. You'll be asked to fill in a few fields:

  • Name — the name of your event. This can be changed later.
  • Default collaborator — the name of the first collaborator that gets created automatically when your event is set up. Collaborators represent groups of people (companies, vendors, teams), so this is typically your company or production name. You can rename it anytime, so don't overthink it — just put something reasonable in.
  • License — select the license you just purchased.

Hit create, and your event is ready.

Next: Collaborators & Crew

Learn how to add the people and companies you're working with.