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Click on the Cogs icon ( ) in the dark purple navbar to access your account admin section. Then click on 'Manage Users'.
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Administrators
Admin access: Administrators can access all admin features (all pages accessible via the icon the cogs icon in the purple navbar), including managing organization settings, adding / deleting users, editing default email templates, monitoring account usage.
Contacts access: Administrators can access the account Contacts section, add / delete contacts, create Tags and Contact Lists, manage email settings.
Create New Events: Administrators can create new events and set themselves and others as Event Managers. All events are available for viewing to all Administrators.
Team Members
No admin access
Contacts access: Team Members can access the account Contacts section, add / delete contacts, create Tags and Contact Lists, manage email settings.
Create New Events: Team Members can create new events and set themselves and others as Event Managers. All events are available for viewing to all Team Members.
Guest Viewer Access
No admin access
No Contacts access
Cannot create new events
Can access, manage and view any event they have been specifically been invited to access. Add someone as Guest User in Admin, then invite them to see a specific event from the Permissions tab inside that event.set to access. To specify which events Viewers have access to, follow the steps below:
Assigning A Viewer Access To An Event
When logging in, a Viewer’s Dashboard will only display events they have been allowed to access. This permission is set using Custom Filters. Simply, you assign one or more of your Custom Filters to a Viewer’s user account. Then, when they log in, they can only see the events which have also been assigned that Filter.
To assign a Filter to a Viewer’s account, in Manage Users, click the Filter Slider icon on the Viewer’s row:
This will open the Custom Filters box, containing all the Custom Filters you have created:
Check any Filters you wish to be assigned to the Viewer and Save.
Now, when the Viewer logs in, their Dashboard will only display events which have been assigned these Filters