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.
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.
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