Security Roles control what sections of the Event Manager App each person on your team can access.
NOTE: You must have been assigned either the Event Owner role or Event Admin role to set event team security roles. Only people assigned to the Event Owner role can assign the Event Owner role.
Where do I assign security roles?
To configure and assign security roles to a team member:
Open the Event Manager App > Event Setup > Admin tab.
In the Invite Event Managers section, you will see a list of all accepted and pending event manager invites.
Each accepted event manager will have a Roles button enabled. Clicking the Roles button will open a dialog where you can set the security roles for the selected Event Manager.
Assigning Security Roles
Before your start, you must be in the Event Admin or Event Owner role to assign roles.
To assign a security role to an existing event manager:
Go to the Event Manager App > Event Setup section > Admin tab.
Select any team member from the list of event managers displayed.
Click the Roles button to open the Edit Roles for Event Manager dialog window and see which security roles have been applied to each team member.
In the Edit Roles for Event Manager dialog, details for each security role can be seen by clicking the expander dropdown arrow to the right of the role description in the Assign Roles column:
Assigning multiple security roles
When assigning security roles, you can choose more than one. Security roles are additive – meaning the team member will be able to access features in the Event Manager App based on the combined set of assigned security roles.
Available Security Roles
The following security roles are available and can be assigned to any team member:
Budget Manager: Budget Managers can access the Budget section and dashboard widgets related to budget, payment, and registrants.
Communications Manager: Communications Managers can access the Contacts, Messages, and Invites sections of the Event Manager app. They can also access dashboard widgets related to Schedules, Registrants, and Invites.
Discount Manager: Discount Managers can view & edit the Promo Codes section and manage all Promo Code discounts for any tickets and registration form.
Event Admin: Event Admins can access all sections except the Payments section. They are able to access all dashboard widgets.
Event Owner: Event Owners are the most powerful role and can access all sections of the Event Manager App. They are able to access all dashboard widgets.
Jobs Manager: Jobs Managers can access the Jobs section and dashboard widgets. They can create, edit, and assign jobs to registrants.
Promo Code Manager: Promo Code Managers can access the Promo Codes section and view & edit promotional discounts for tickets and registrations.
Registration Check-In: Registration Check-In Managers can access the Registration section of the Event Manager app and the Mobile Check-In web app. They can view the list of registrants in the Event Manager App for the purpose of checking-in registrants.
Registration Manager: Registration Managers have access to the Registrations section and other registrant-specific features. They can view registration-specific dashboard widgets, and add & update registration forms.
Schedules Manager: Schedule managers can access the schedules module and dashboard widgets related.
Sponsor Manager: Sponsor Managers have access to the Sponsors section. They can add & edit sponsor profiles and sponsors settings.
Ticket Check-In: Ticket Check-In managers can only view & check-in tickets sold.
Ticket Manager: Ticket Managers can access the Tickets section. They can add & edit Tickets, Ticket Orders, and Check-in ticket holders.
Todos Manager: Todos Managers can access the TODOs section. TODOs managers can access the TODOs section. they can edit TODO items on the dashboard.
If you have further questions about assigning roles, chat with us!
Happy planning!