Standard User Roles

Standard User Roles are roles designed for specific users in your venue. These roles have specific permissions (detailed below). If you are using Elite Pro or Premier, you can use the roles as a starting point and edit them to fit your user's responsibilities.

The standard roles are:

• View-Only: View-only users can view the events calendars, event and function lists, use tasks, view accounts and contacts, and access the report and dashboard pages to view reports and dashboards. In addition to basic event details, users will be able to view event documents that are shared with them and view live entertainment information.
• Detailing: The Detailing role is designed for event coordinators and other users who are responsible for adding and editing event detailing. This role allows users to add functions and add and edit attendance.
• Booking: This role is for users who will be booking events. It includes most functionality including features useful to live entertainment bookers, such as event details visibility.
• Finance: This role is designed for users in your finance department. It gives them access to all finance functionality as well as event information that feeds into the event finances.
• Full Access: The Full Access role has all permissions selected. Please note that this does not include Sys Admin access. Sys Admin is a separate system role that can be added to a user in addition to the Full Access role.

Below is a list of all permissions and which ones are included in each role. For an explanation what each permission does, please see User Role Permissions. Depending on your tier, you may not have access to all functionality and related permissions.