Permissions Tab: Difference between revisions

Revision as of 14:58, 15 July 2026

Roles

EventR includes four predefined roles.


Owner	This role is assigned to the creator of the team/organisation and has full control.This role can be transferred to another member of the team.See Transfer Ownership .There can be only one owner at a time.
Admin	This role is equivalent to the Owner role and has full control.There can be multiple admin members
Guest	Members with this role do not have access to the Chat and Team tabs in the app. Only items that they are part of are displayed on the Home page, and only their name is listed.
User	This role is assigned to all members invited to the team. They do not have access to the Hub or other administrative features.

Custom Roles

Custom roles can be created to meet your specific requirements. For example, the External Editor role shown above allows members to add items to an itinerary, access the EventR Coordinator Hub (ECH) and the AI Inbox page, and interact with To-do checkboxes. However, members with this role do not have access to the Team page in the app.

Any permission that is not selected is not granted to users assigned to the role.

Checkbox States

Clockwise from top left: Black, Green, Grey, Locked.


Unchecked/Black	Permission Not Granted/Given
Checked/Green	Permission Granted
Disabled/Greyed	Permission not available or overridden
Locked	Permission denied

In the image above the specific required for 'External Editor` include :

Edit Itinerary to be able to add items to the itinerary like flight,

Scope

Permissions are grouped into scopes that define where they apply within the organisation.By default all role have organisation scope.


Organisation	By default all role have organisation scope.These permission apply to all itineraries and sections in the organisation
Itinerary	This refers to setting permission for a selected itinerary and supports only User and Custom Role.
Sections	This refers to setting permission for selected sections in an itinerary
Itinerary Tags	This refers to setting permission for itineraries with a specified itinerary tag

Itinerary Scope

Section Scope

Itinerary Tag Scope

wish for these permissions to apply. 'Organisation' will apply them at an organisation level, 'Itinerary' will prompt you to select an itinerary that these permissions apply to, 'Section' prompts you to select a section of an itinerary (such as Flights, Accommodation etc.) and 'Itinerary Tag' prompts you to select one of your itinerary tag groups. The permissions can be allocated to each of 4 roles...

@@ Line 4: / Line 4: @@
 |+
 !Owner
-|This role is assigned to the creator of the team/organisation and has full control.This role can be transferred to another member of the team.See [[Transfer Ownership.]]
+|This role is assigned to the creator of the team/organisation and has full control.This role can be transferred to another member of the team.See [[Transfer Ownership]] .There can be only one owner at a time.
+|-
+!Admin
+|This role is equivalent to the Owner role and has full control.There can be multiple admin members
+|-
+!Guest
+|Members with this role do not have access to the '''Chat''' and '''Team''' tabs in the app. Only items that they are part of are displayed on the '''Home''' page, and only their name is listed.
 |-
 !User
-|This role is assigned to all members invited into team.They have no access to the hub amongst others.
+|This role is assigned to all members invited to the team. They do not have access to the Hub or other administrative features.
+|}
+[[File:Roles with customs.png|alt=Default Roles Permissions Checkboxes|center|thumb|617x617px|Default Roles Permissions Checkboxes with a sample custom role 'External Editor']]
+=== '''Custom Roles''' ===
+Custom roles can be created to meet your specific requirements. For example, the '''External Editor''' role shown above allows members to add items to an itinerary, access the EventR Coordinator Hub (ECH) and the '''AI Inbox''' page, and interact with '''To-do''' checkboxes. However, members with this role do not have access to the '''Team''' page in the app.
+Any permission that is not selected is not granted to users assigned to the role.
+=== Checkbox States ===
+[[File:Four_Available_Checkbox_Colours.png|thumb|Clockwise from top left: Black, Green, Grey, Locked.|left|416x416px]]
+{| class="wikitable"
+|+
+!Unchecked/Black
+|Permission Not Granted/Given
 |-
-!Guest
+!Checked/Green
-|This role Guests have EventR Team access, but <u>no</u> activated permissions.
+|Permission Granted
+|-
+!Disabled/Greyed
+|Permission not available or overridden
+|-
+!Locked
+|Permission denied
+|}
+<div style="clear:both;">
+In the image above the specific required for 'External Editor` include :
+Edit Itinerary to be able to add items to the itinerary like flight,
+=== Scope ===
+Permissions are grouped into scopes that define where they apply within the organisation.By default all role have organisation scope.
+{| class="wikitable"
+|+
+!Organisation
+|By default all role have organisation scope.These permission apply to all itineraries and sections in the organisation
+|-
+!Itinerary
+|This refers to setting permission for a selected itinerary and supports only User and Custom Role.
 |-
-!Admin
+!Sections
-|Owners can allocate users to become admins, who can then have their individual permissions adjusted to reflect the level of control they require, should they need more control than standard users.
+|This refers to setting permission for selected sections in an itinerary
 |-
-!Owner
+!Itinerary Tags
-|The team owner will remain owner <u>forever,</u> and will always have 'full control' selected, i.e. all permissions activated across all scopes.
+|This refers to setting permission for itineraries with a specified itinerary tag
 |}
-The checkboxes can either be green (permission activated), greyed out (unable to toggle that permission), black (permission not activated) or locked (denies a permission that may be implied by the permissions in other scopes).<div style="clear:both;"></div>Firstly, select a 'scope' over which you wish for these permissions to apply. 'Organisation' will apply them at an organisation level, 'Itinerary' will prompt you to select an itinerary that these permissions apply to, 'Section' prompts you to select a section of an itinerary (such as Flights, Accommodation etc.) and 'Itinerary Tag' prompts you to select one of your itinerary tag groups. The permissions can be allocated to each of 4 roles...[[File:Four_Available_Checkbox_Colours.png|center|thumb|Clockwise from top left: Black, Green, Grey, Locked.]]
+</div>
+===== Itinerary Scope =====
+[[File:No delete itinerary permission.png|thumb|845x845px|Members with External Editor role have can not delete the selected itinerary.On the app the delete itinerary button is disabled while in ECH it is completely hidden.|none]]
+==== Section Scope ====
+[[File:Screenshot 2026-07-15 at 15.40.56.png|thumb|881x881px|Image displaying section scope.This means member with this role have no access to selected sections|none]]
+[[File:Screenshot 2026-07-15 at 15.35.51.png|alt=Image displaying the Event Information, Flights, and Accommodation tabs hidden on the ECH when they are locked in the section scope for a certain role|thumb|891x891px|Image displaying the Event Information, Flights, and Accommodation tabs hidden on the ECH when they are locked in the section scope.|none]]
+==== Itinerary Tag Scope ====
+wish for these permissions to apply. 'Organisation' will apply them at an organisation level, 'Itinerary' will prompt you to select an itinerary that these permissions apply to, 'Section' prompts you to select a section of an itinerary (such as Flights, Accommodation etc.) and 'Itinerary Tag' prompts you to select one of your itinerary tag groups. The permissions can be allocated to each of 4 roles...