Permissions Tab
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
| 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 | Permission not available or overridden |
| Itinerary Tags | Permission denied |
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...