Access Levels - Events

Owned by Victor Macko
Last updated: Mar 24, 2022

View Permission

This permission encompasses viewing both the events list and basic event details.
Unlike the 'view event (all details)', it does not show information such as contact details of event organisers and other non-basic event details.

This does not allow access to;

  • Previous events
  • Event organiser details (the on-site contact is still available to the person-in-charge, or the people assigned if no person-in-charge is specified)

View All Permission

This permission encompasses viewing both the events list and all event details.
Unlike the 'view event (basic details)', it includes information such as who has volunteered for events, contact details of event organisers, event finances, etc.

This permission level also inherits the following other access levels;

  • View

Roster Permission

This allows users to manage rosters for events, including adding, editing, and removing people from an an event roster, as well as being able to update related rostering information, such as the posts at the event, the required dress code, advised start & finish times, etc.

Information from one event can also be copied to another event, such as the posts & event rosters.

Rostering permissions do not give access to adding, editing, or removing events.

This permission level also inherits the following other access levels;

  • View
  • View all

Rostering permissions are designed to allow you to manage rosters and associated information which might be required as part of someones role, staffing events. As part of this, users with rostering permissions can also;

  • Manage rostering settings for an event
  • Adding and editing documents (eg. to add more information for the rostered staff to access)
  • Adding and editing action-items associated with the event (eg. to assign someone a task for the event)

Modify Permission

This permission encompasses adding, modifying and removing event details. In addition, it also includes allocation of people & resources to events.
This permission level also incorporates the following other access levels;

  • View
  • View All
  • Roster

Client information

There are a few ways access to client information can be given to users;

  • By allowing access via the 'Clients' permissions - this gives access to the full clients list, client profile pages and so-on.
  • By allowing access via the 'Event clients' permissions;
    • View only; this limits access only to clients an event is associated with
    • Select clients & add contacts; Users whom can modify event details will be able to search and select clients (and client-contacts) for use with events. New client-contacts can be added if required, although existing contacts can't be edited.
  • By allowing access via the 'cog' icon (next to the 'Event clients' permission)
    • This allows access only to the fields which are selected - eg. the client name, or billing rate (eg. to allow users to see what level of service has been agreed upon)