Permissions profile and customized access
Updated 7 months ago
by
Lisvan Reyes Ricardo
By creating permissions' profiles and associating them with users, you can control the access level each user will have when accessing the platform. Permissions are 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.
This article intends to show you how to create permissions profiles for multiple events (company level) or for a specific event (event level).
Creating a permissions' profile on the company level
To create a permissions profile on the company level, click on Account > User Permissions. Next, click on + Add Profile in the top left corner, type your Profile name, and press Create.
How do I edit permissions profiles?
By clicking on Edit and clicking on the blue button on the right-hand side, you can edit the name and description of the profile you have just created, as well as add specific permissions to it.
Key for permission
When clicking on the Edit button and on the blue button on the right-hand side, a window will open up on the right-hand side for you to define the permissions granted to this profile.
Using the Key for permission option, you will be able to select specific activities that will be added to the permissions list of a permission profile.
To do so, click on the drop-down bar and select one specific activity. Next, press + Add permission and click End to save the changes.
Operation permission bundles
You can also add bundles that incorporate the key permissions into groups. To do so, click on the drop-down bar and select your bundle. Next, press + Add bundle and click End to save the changes.
How do I delete a permission that I have added to a profile?
To delete a specific permission from a profile, click on the blue button to the right of the profile, select the orange trash can icon next to the permission you want to remove, and click on End.
How do I delete a permission profile that I have created?
To delete the profile you created, click on the Edit button in the top right corner and tick the check box of the profile you wish to delete, and press the Remove button in the top right corner of the platform.
How do I associate a permissions profile with a user?
To associate a permissions profile with a user, on to the company level and under the Events section, click on Users. Then, press + New user, type their name and email, and under Permission level select one of the permissions' profiles you have created.
Creating a permissions profile on the event level
To create a customized permissions profile for one event, go to the event and press Settings > Permissions. On the upper left corner, press +Add profile.
Next, type in the Profile name and press Create.
How do I edit a permissions profile?
To learn how to edit a permissions profile, click here.
How do I associate a permissions profile with a user?
To associate a permissions profile with a user, go to People > Attendees > click + Add person to add someone to your event.
Next, click on top of the person you just added to your event and press Edit. A window will pop up and you should scroll down until you see Profile. Now, click on the drop-down bar and choose the permission of your choice. When you are finished, click on End to save the changes.
