How to create and edit User Roles

Learn how to create User Roles in Eventsforce to control user access and abilities.

Lauren Campbell avatar
Written by Lauren Campbell
Updated over a week ago

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.

  1. Go to Settings > Security > Roles

  2. Click the Plus Icon to create a new role

  3. Enter a name for the role and click save

  4. Change the "Show" dropdown to "All" to view all functions

  5. Select one or more functions to add to the user role

  6. Click the Spanner Icon, then "Activate..."

  7. 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.

  1. Go to Settings > Security > Users

  2. Click the Plus Icon to create a new user

  3. Enter the contact details for your user

  4. Find and select a role from the "Roles" field

  5. Choose an event access group from the "Event access groups" field

  6. 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:

  1. Click the Edit Icon

  2. Select one or more roles from the Roles field

  3. Click 'Save'

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