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

Revision as of 13:41, 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.
Default Roles Permissions Checkboxes
Default Roles Permissions Checkboxes

Custom Roles

You can create custom roles to meet your specific requirements.

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


Scope

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

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...