As a Site Administrator with full system access, you can assign role-based permissions to users, enabling them to create and manage their own events, scan members, and oversee event attendance.
You can grant your club administrators access to manage either club-wide events or their own events, depending on the permissions you assign to them. For detailed instructions on creating roles and permissions, click here: Creating Roles and Permissions for Users.
Note: Event settings for payment configurations and creating event types are only accessible by the Site Administrator. You can grant a combination of two items or just one, depending on the level of access you wish to provide to your events admin.
Events Coordinator
This permission grants access to registration lists within the app and enables scanning functionality. Additionally, it provides access to event reports on the site.
Website:
When a user with event coordinator permissions logs into the site, an additional navigation menu will appear on their screen. However, it will not enable them to create or manage events.
Event coordinators have access to event reports, including sales and ticket reports, and can export them. However, they do not have access to view members' demographic details on the site.
Mobile App:
An Event Coordinator will have a QR icon on their app dashboard for 'general scanning' (left image). When navigating to the events list, each event will include a 'Registrations' button, allowing the Event Coordinator to view the registration list (right image). For more details about scanning event attendance, please see here: Scanning and Managing Event Attendance
.png?width=247&height=489&name=Event%20Coordinator%20(1).png)
Viewing the registration list will also allow the Event Coordinator to see the standard demographic fields of the registrants (left image) and manually mark the registrants' attendance (right image).
.png?width=247&height=489&name=Event%20Coordinator%20(3).png)
.png?width=247&height=489&name=Event%20Coordinator%20(4).png)
Events Approver
This permission grants a user the ability to view all events, preview events, activate, deactivate, delete events, clone events, approve events, and send notifications through the app. Additionally, they have access to tickets and sales reports. However, they do not have access to view the registration list or make updates or changes to the events.
If you want a user to review all events created under the events module with the other users, this is the best permission to grant. You can set the events to be under " review," and only the Site Administrator and users with this permission will have the ability to approve an event. Please see more details here on how to set all content to be under pending review: Page and Module Item Approval Process
Website:
This is the screen of the user with ITEM_APPROVER permission.
This permission also grants a user access to reports and the ability to view registrants' data by clicking on their names.
Mobile App:
This permission grants a user access to general scanning (left image). However, they do not have access to view the registration list or scan event attendance (right image).
Events Contributor
This permission grants a user the ability to create and manage their own events. The user can also scan event registrants and mark event attendance in the app. However, this permission does not provide access to events created by a Site Administrator or other users with the same permission.
Website:
This permission allows a user to create, clone, delete, activate, deactivate, and delete events. However, they do not have access to approve their created events if the Site Administrator requires approval for all events before publishing. Page and Module Item Approval Process
Additionally, this permission grants the user the ability to manually register both members and non-members for their events.
This permission also grants access to the sales report and ticket report. However, they do not have access to view member details.
Mobile App:
This permission grants the same privileges as the Event Coordinator role. However, users with this permission can only view and scan the events they have created in the system.
An Event Contributor will have a QR icon on their app dashboard for 'general scanning' (left image). When navigating to the events list, each event will include a 'Registrations' button, allowing the Event Contributor to view the registration list (right image). They can scan not only their own created events but also the events created by other admins. For more details about scanning event attendance, please see here: Scanning and Managing Event Attendance
Viewing the registration list will also allow the Event Contributor to see the standard demographic fields of the registrants (left image) and manually mark the registrants' attendance (right image).
Events Editor
This permission will grant a user to view and make changes to all events in the module.
Website:
A user with this permission can create an event, submit it for approval from users with approval permissions and the Site Administrator, activate or deactivate the event, delete or clone an event, preview an event, modify or make changes to an existing event, view the event registration list, and manually add a registrant to the event.
This user can also access the sales and tickets report. However, no access to view the demographic fields of the registrants.
Mobile App:
An event editor has no option to scan or manage event attendance.
.png?width=247&height=489&name=APPROVER%20(1).png)
Summary of Events Roles and Permissions
