Permission Groups Overview
Permission Groups define what a user can see and do within the software. Permissions are granted at two levels: Workspace & Event levels
1. Workspace-Level Permissions
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Grants access across multiple events.
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Ideal for users who:
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Manage several events simultaneously.
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Need visibility and control over global settings, contacts, or templates.
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Common roles: Admins, Managers, Event Managers, Sole Users
2. Event-Level Permissions
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Assigned per event.
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Users must be explicitly added to each event to:
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View event details.
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Perform any actions (e.g., edit schedules, manage attendees).
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Common roles: Venue Managers, event coordinators.
3. Team User Permissions Group
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Highly restricted access, limited to:
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Basic event information.
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Tasks specifically assigned to them.
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The event run sheet.
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Assigned automatically when new Team Members are created in the database.
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Designed for users who only need to complete designated tasks.
4. Customers & Suppliers
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Have the same restricted access as the Team User Permissions Group.
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Allows them to view only what’s necessary to fulfil their involvement in the event.