User Roles Overview
Read-Only
Booking Access: View only
Edit/Save Views: Cannot save; can use public views
Tasks: Can be assigned; cannot mark complete
Reports: Can run, view, export; cannot create custom reports
Settings Access: None
Multi-Org Access: Only via Chain Admin
Notes: Counts toward seat limits
Regular
Booking Access: View & manage all
Edit/Save Views: Can save personal views
Tasks: Can assign & complete
Reports: Can run, view, export
Settings Access: Cannot access account-wide Settings
Multi-Org Access: Only if Chain Admin adds
Notes: Can send emails
Admin
Booking Access: Full access
Edit/Save Views: Can save personal views
Tasks: Can assign & complete
Reports: Can create custom reports
Settings Access: Can manage most Settings (not chain-wide Custom Fields)
Multi-Org Access: Only if Chain Admin adds
Notes: Can add/remove users
Chain Admin
Booking Access: Full access
Edit/Save Views: Can save personal views
Tasks: Can assign & complete
Reports: Can create custom reports
Settings Access: Full chain-wide Settings access
Multi-Org Access: Can assign roles across multiple orgs
Notes: Can add new or existing users to multiple organizations
Adding Users
⚠️ Only users with administrative permissions can add or edit users.
Single Property Administrators
Go to Settings → Organization → Users
Click + New User
Enter required details: First Name, Last Name, Email (login), Job Title, Phone
Click Next, then Edit under Organization
Select the appropriate Role (Read-only, Regular or Admin)
Click Create
New users receive an email with login credentials
Chain Administrators / Multi-Organization Users
Add a New User Across Multiple Organizations:
Go to Settings → select Chain (top-right dropdown)
Click Chain → Users → + New User
Enter user details: First Name, Last Name, Email, Job Title, Phone, Mobile
Select which Organization to bill the user to
Click Next
Optional: Check Chain Admin for chain-wide permissions
Select the Organization(s) & Role(s) for the user
Click Create
Add an Existing User to a New Organization:
Go to Settings → Chain → Users
Click the ✏️ pencil icon to edit the user
Select which Organization(s) & Role(s) to add them to
Click Create
Managing Users
Admins and Chain Admins can manage users at both the property and chain level.
Modify Users:
Update user details or role assignments
⚠️ Admins cannot reset other users’ passwords
Manage Users Across a Chain:
Add, edit, or remove users across all Organizations
User details can be used in Event Temple templates via merge fields
Admins can manage users directly—no need to contact support
Ensure all users have valid email addresses to receive credentials
Emails sent from Event Temple must be done by a Regular or Admin user
Deactivate or Delete Users:
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.
To deactivate a user, click the 👤 person icon next to the ✏️ pencil icon
Review what changes take affect when deactivating a user
Click Deactivate
To delete a user, click the ✏️ icon
Click the 🗑️ icon
Review the warning and click Delete
Tip: To fully delete a chain user, remove them from all Organizations and reassign their data first
⚠️ Deleted users cannot be recovered. Once a user is deleted, they will no longer exist in the system and there is no way to retrieve them.
Updating Your Own Account:
Users can update their personal account details directly without Admin access:
Click your profile icon (top-right corner) → Profile
Click the ✏️ icon in the top right-hand corner
Update personal information:
First Name / Last Name
Email (login email)
Phone Number / Mobile Number
Job Title
Profile Logo
Click Save to apply changes
💡 Notes:
User role or permissions cannot be updated by yourself — Admins must make those changes
Updating your own account does not affect seat limits or organizational settings