User Roles can be created to manage and restrict access for your Eventsforce Groups & Ticketing users. Users can be limited to menu options and features specific to their job responsibilities.
Roles comprise a series of functions that reflect the menus and menu items in Eventsforce Groups & Ticketing. Menu items will only display if the relevant function is added to the role.
Note: As a general rule, a user should only be assigned one User Role to prevent conflicting settings. The exception would be an "Administrator" who is also a "GDPR Administrator," as these two roles can work together.
This article covers:
Creating a new Role
To create a new Role, follow these steps.
Go to Settings > Security > Roles
Click the Plus
Icon to create a new roleEnter a name for the role and click save
Change the "Show" dropdown to "All" to view all functions
Select one or more functions to add to the user role
Click the Spanner
Icon, then "Activate..."Click 'Save' once all functions have been added
To change the functions in an existing role, click the 'edit' icon next to a role, then follow steps 4 through 7 above.
Note: Leave ‘Dynamic report only’ feature deactivated.
Adding a Role to a user
Roles must be assigned to a user. If a user does not exist, use the following steps to create a user and assign them a Role.
Go to Settings > Security > Users
Click the Plus
Icon to create a new userEnter the contact details for your user
Find and select a role from the "Roles" field
Choose an event access group from the "Event access groups" field
Click 'Save'
The user will receive a welcome email and be listed last in the 'Users' panel.
If you want to assign a Role to an existing user, follow these steps:
Click the Edit
IconSelect one or more roles from the Roles field
Click 'Save'
