Users - Global admins and customized access admins

By adding users to your company, you will be giving them access to your events. You can add them as administrators with full or customized permissions.

This article intends to show you how to add new users to your company.

How do I add a new user?


To add a new user, at the company level, follow these steps:

  1. Click on Users under the USERS section. This will open a new page.
  2. Click on the + New user button in the upper left corner.
  3. Enter the user's name and email address, and select their permission level. You can choose either the Admin permission with full access to the company level or select a customized permission level from the dropdown menu.
  4. Press Create.
To learn more about creating customized permission profiles for your user, click here.
Adding a new user
You can have an unlimited number of users on your platform.

Using spreadsheets

You can also import booking users using InEvent's Import feature. To do this, simply go to the Users page. Click on Edit > Import, then click on Download demo file. The file will be downloaded to computer and you will need to fill out the required fields.

Image showing how to download demo file

The Spreadsheet will contain these columns:

  • name: Fill in the name of the user.
  • email : Enter the email address of the user.
  • permissionLevel : Enter the permission level from the available options.
If you select user as the permission level, they will only reflect on the Booking users page at the Company level.
  • teams: Add the user to one or more teams by typing in the desired team(s) from the available options.
When adding multiple entries to the columns, ensure to only separate with a comma (,) and do not add a space in between.
Importing spreasheet

Once you have entered your data in the excel sheet, upload the file back onto the platform by clicking Edit > Import. Then, click the green button, select the excel file and press the Import button.

Screenshot showing the Import spreadsheet window.

Once your spreadsheet is imported successfully, you will receive a notification prompt that Your excel sheet has ben imported successfully. The imported users will reflect on the Users page.

Screenshot showing a successful import notification.

If your spreadsheet is improperly filled and imported to the platform, you will get a notification that Your excel sheet has been imported with errors and the information will not be added to the platform.

error warning

What is the difference between a user with full admin access and customized access?

  • Users with Admin permission: These are global administrators. They will be given full access to the company level and will have access to all events. This admin will be able to create and delete events, templates, add other company admins, set up the features for all events, and much more. The company admin can decide who can access each event.
Only users with Admin permissions have direct access to any event at the company level, regardless of whether they created the event or have been added as attendees. They can access these events without needing to enroll first.
There are two levels of permissions for administrators: company and event admins. If you don't want the admin to have access to all events, just to specific events, you should add them as event admins. Click here for further information on event admins.
  • Administrators with customized access: They will be given customized access to the events based on the set key permissions or operation permission bundles allowed for their permission profile. This is useful when you have external agencies or partners who need to view or control a part of your platform, without having full access to it.
To have an administrator with customized access, first, you will need to create a permission profile, and then associate it with the user who should be granted specific permissions.

Will the users be notified that they have gained access to the platform?

The users will receive an invite email with a link to access the platform. All they will need to do is press the blue button Accept invite, as shown below:

Company admin email

If you don't want them to receive an invite email, you can disable it. Go to Account > Tools. Click on the Control section. Click on Edit and disable the toggle button beside the Company admin email tool.

How to disable emails for company admins

Training information

Each user has set training goals based on the plan that has been purchased. To view the training goals, click on the blue button on the right-hand side of the screen next to the user's name. A new window will pop up showing you the hours of training required to fully understand the InEvent software and its functionalities.

Training information

To learn more about the required training hours, click here: Training Hours.

How do I delete a user?

To delete one or more users, follow these steps:

  1. Click on Edit in the Users page.
  2. Check the checkbox(es) of the user(s) you wish to remove.
  3. Click on the Remove button at the top right corner of the page.
  4. A confirmation pop-up will appear. Click on Remove in the pop-up to confirm your action.
  5. Press End to save the changes
Deleting an admin

How can users access the InEvent platform?

Click here to learn how users registered as company administrators can access the InEvent platform.

If users enter their wrong password multiple times in a row, the platform will block their access within the next 60 minutes. They will need to wait for this time to sign in again.
Admins can edit their details via the profile.php page (Personal settings > Person profile).

Editing profile

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