For general information on managing user permissions, please read our Admin user permissions article.
Events / Conference and Retreat
The permission settings for the Events and Conference and Retreat modules are identical, so the information below applies to both modules. Also, if you have both modules, the permissions will be combined as pictured in the screenshot below.
After the Events / Conference and Retreat module is enabled for a user, you can grant the following permissions:
Basic
- Admin: Permission to access the Admin settings for the Events / Conference and Retreat module (i.e. access to the "Events / Conference and Retreat" tab within the Admin settings page and all the settings therein.)
- Edit: Permission to edit information within the Events / Conference and Retreat modules (i.e. guest/group profile data).
- Delete: Permission to delete group / guest profile pages.
Group + guest notes
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Admin: Permission to create + manage Events / Conference and Retreat notes categories, and designate which users have access to view and create notes in those categories.
- To allow an admin user to view notes on your guest / group profiles, go to Admin > Events and/or Conference and Retreat tab > Notes: Groups or Notes: Guests > double click the pencil icon to edit the appropriate Notes category > Select the admin user > Edit category > Save changes.
Financial
- Financial read: Permission to view basic financial information (such as transactions and payment methods) on group + guest profile pages.
- Create charges: Permission to post new charges to a group or guest's account.
- Create discounts: Permission to post new discounts to a group or guest's account.
- Create payments: Permission to post new payments to a group or guest's account.
- Create refunds: Permission to post new refunds to a group or guest's account.
- Create credits: Permission to post new credits to a group or guest's account.
- Reverse transactions: Permission to reverse and also void transactions of any type they have permission to create (as selected above).
- Delete transactions: Permission to delete transactions of any type they have permission to create (as selected above).
- Financial management: Permission to create and manage financial information on a group or guest's profile, such as editing existing transaction details, adding/removing payment methods and payment schedules, and accessing "financial notes."
- Financial reports: Permission to access all Events / Conference + Retreat financial reports on the Financial dashboard.
- Financial admin: Permission to make global changes to financial items (Invoicing and Auto pay; Registration discounts; and Transaction categories)
Advanced reports
- View + manage Advanced reports: Permission to access the Events / Conference + Retreat advanced reports page (i.e. create and save reports; manage advanced report categories).
- Send e-mail from Advanced reports: Permission to send a mass e-mail to everyone generated in an Events / Conference + Retreat advanced report.
- Export spreadsheets from Advanced reports: Permission to download data from an Events / Conference + Retreat advanced report as a spreadsheet.
- Mass field editing in Advanced reports: Permission to use the "Edit" button in the Events / Conference + Retreat advanced report toolbar to mass edit group / guest profile data.
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