👤 How to Change an Existing User’s Permission Levels
Updating a user’s permission level in Event Temple controls what they can view and edit within your organization’s account. This helps ensure users have access to the right features based on their role.
🔧 Steps to Change User Permissions
Go to Settings
From the left-hand navigation menu, click Settings.Open the Users Page
Under the Organization section, select Users.
This will show a list of all active and deactivated users.Locate the User
Scroll or use the search bar to find the user whose permissions you want to update.Edit the User
Click the Edit button (pencil icon) next to the user’s name.
This opens the Edit User window.Adjust Permission Levels
Under the Roles and Organizations or Permissions section, you’ll see a list of roles (e.g., Admin, Sales Manager, Coordinator).
Select or deselect the roles you want to apply to the user.
If your account has multiple organizations, ensure the correct one is assigned for that role.
Save Changes
Click Save to apply the updated permissions.
✅ Notes
Only users with Admin or Owner permissions can edit other users’ roles.
Permission changes take effect immediately.
To temporarily remove access, consider deactivating the user instead of deleting them.
Additional Information:
Users can have different permission levels for varying Organizations (i.e. Someone can be read-only at one Organization, but regular at another.)
For Organizations that are part of a chain (multi-property), users can also be made Chain Admin to give extra privileges to change Event Temple Fields & Custom Fields.