Understand the different user roles, their permissions, and how to manage users effectively at your property or across a chain.
User Roles Overview
Event Temple offers four main system roles with varying levels of access:
Read-Only Users
View all Bookings and components (space availability, BEOs, financial reports)
Cannot edit Bookings or save custom views
Can view email threads in Bookings but cannot send emails or access the Mail page
Tasks can be assigned but must be marked complete by another user
Ideal for team members needing visibility without editing rights
Seat Limit: Counts toward your account’s user limit; ensure free seats or upgrades are available
Regular
Can view and manage all Bookings and components.
Cannot access account-wide Settings.
Admin
Full access to all Bookings.
Can manage everything under Settings, including adding/removing Users and updating roles.
Chain Admin (for multi-organization accounts)
Full access to the Chain Dashboard and multi-organization management.
Can assign roles per Organization.
Can manage chain-wide settings and create/edit Intake Forms (requires Chain Admin permissions).
Adding a New User
⚠️ Only users with administrative permissions can add new users. Ensure you have the correct permissions before proceeding.
For Single Property Administrators
Go to Settings → Organization → Users.
Click + New User.
Enter required details: First Name, Last Name, Email (used to log in), Job Title, Phone.
Click Next, then Edit under Organization.
Select the appropriate Role (Read-Only, Regular, Admin) → Apply.
Click Create.
New users receive an email with login credentials.
For Chain Administrators
Go to Settings and select the Chain from the top-right dropdown.
Click Users → + New User.
Enter the user’s name and email.
Assign the necessary Role and Organization(s) → Apply.
Repeat for additional Organizations if needed.
Chain Admin privileges can be assigned during this process.
💡 Tips:
Verify the new user’s email is valid before creating the account.
Read-Only users count toward seat limits.
Modifying a User
Modifying a User
Update Your Own Account
Users can edit Name, Email, Phone/Mobile, Profile Logo, or Password via their profile (top-right corner).
Update Another User (Admin only)
Go to Settings → Users.
Hover over the user → click the pencil icon → Edit details → Save.
⚠️ Admins cannot reset other Users’ passwords.
Deactivating or Deleting a User
Deactivating or Deleting a User
Deactivate: Immediately revokes access, keeps associated data, disconnects emails, pauses workflow emails. Can be reactivated.
Delete: Permanently removes a user. Must reassign their data before deletion. Cannot be undone.
⚠️ Once a user is deleted, they will no longer exist in the system & there is no way to retrieve them.
Managing Users Across a Chain
Chain Admins can add, edit, or remove users across all Organizations.
To fully delete a chain user, remove them from all Organizations and reassign their data first.
💡 Additional Notes
User details can be used in Event Temple templates via merge fields.
Admins can manage users directly in Event Temple—no need to contact support for adding or editing users.
Ensure all new users have valid email addresses to receive credentials.
If an email needs to be sent from within Event Temple, it must be completed by a Regular or Admin user.