Custom Roles let you define what users can access in Event Temple, including Bookings, components, and Settings. Assign roles to give team members the permissions they need.
⚠️ This feature is only available on Enterprise and Unlimited Users Plans.
User Roles Overview
Event Temple includes four main system roles:
Read-Only Users – Can view all Bookings and components (space availability, BEOs, financial reports) but cannot make edits. Ideal for team members needing visibility without editing rights.
Regular – Can view and manage all Bookings and components but cannot access account-wide Settings.
Admin – Full access to Bookings and Settings, including adding or editing users.
Chain Admin (for multi-organization accounts) – Full access to the Chain Dashboard and multi-organization management. Can assign roles per Organization and manage chain-wide Settings.
Custom Roles appear alongside these system roles once created, letting you assign more granular permissions.
Creating a Custom Role
Only Chain Admins can create custom roles.
Go to Settings → Roles
Click + Add Role
Enter a Role Name (e.g., Event Manager)
Select the permissions for the role:
Bookings & Components Access: View, Create, Edit, Delete
Settings Access: Menus & Packages, Spaces, Room Types, Invoice Settings, User Settings, Organization Settings, Other Settings
Click Create
⚠️ You can create up to 10 custom roles per chain.
Line Item Permissions
Custom Roles now include a dedicated Line Items section, giving admins more granular control over what users can do with line items on bookings. These settings apply to any role with full CRM access.
By default, all roles with CRM access have all three line item permissions enabled, so existing behavior is preserved. Admins can turn off specific permissions to restrict access for certain roles.
Available Toggles
In Settings → Roles, any custom role will show a Line Items section with three toggles:
Toggle | When turned off... |
Allow creating custom line items | The "New custom item" button is disabled. Users can still add items from the catalog using "Add existing items." |
Allow editing existing line item fields | Name, tax, and revenue category are locked on catalog items. |
Allow editing existing line item prices | Price and tax-included price are locked on catalog items. |
Note: Enabling "Allow creating custom line items" also requires "Allow editing existing line item fields" to be turned on. You cannot allow users to create items they are not permitted to edit. Additionally, if a user creates a custom line item themselves, they can always edit that item regardless of their role settings.
Where Users See These Restrictions
Locked permissions affect the following areas:
Inline editing in the line items grid
The Add item and Add existing items drawers
Batch update (locked fields appear greyed out)
Locked fields display a tooltip: "You don't have permission to edit this field. Contact your manager to change your role."
Assigning a Role to a User
Go to Settings → Users
Select the user to update
Click Edit
Choose the system or custom role from the dropdown
Click + Add
The user's access updates immediately.
Verifying Permissions
After assigning a role, confirm it works as intended:
Have the user login
Check that they can access the features they need
Confirm restricted Settings are hidden or blocked
Best Practices
Use clear, descriptive role names
Assign the minimum required permissions for each user
Review roles periodically to match changes in responsibilities
Document role usage for onboarding and internal clarity