Updating a user’s permission level in Event Temple controls what they can view and edit within your organization’s account. Admin users can manage roles to ensure each user has access to the right features.
For security, if you need the Event Temple team to update permissions on your behalf, an Admin must submit the request in writing.
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 to see 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 their name. This opens the Edit User window.Adjust Permission Levels
Under Roles and Organizations or Permissions, select or deselect the roles you want to assign (e.g., Admin, Sales Manager, Coordinator).
For multi-organization accounts, ensure the correct organization is assigned for that role.
For chain accounts, you can assign Chain Admin to give users extra privileges to manage Event Temple Fields & Custom Fields.
Save Changes
Click Save to apply the updated permissions. Changes take effect immediately.
Notes
Only Admin or Owner users can edit other users’ roles.
To temporarily remove access, consider deactivating a user instead of deleting them.
Users can have different permission levels across multiple organizations (e.g., read-only at one, 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.