Standard User Roles

When user accounts are created, they will be assigned standard roles which give the users specific permissions to features or data, as well as access to documents and saved views which have been shared with those roles.

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.
• 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.
• 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.
• 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 each role has pre-selected. For an explanation what each permission does, please see User Role Permissions. This link will open an article in the Elite Professional Knowledge Base.