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User Roles & User Management

Learn about Event Temple user roles, permissions, seat limits, and user management for single properties and chains, including how to add, edit, and deactivate users, and how to view your assigned role via your profile under your selected property.

Role Comparison

Read-Only

  • Booking Access: View only

  • Views: Can use public views only (cannot save)

  • Tasks: Can be assigned (cannot complete)

  • Reports: Can run, view, and export (cannot create custom reports)

  • Settings Access: None

  • Multi-Org Access: Only via Chain Admin

  • Notes: Counts toward seat limits


Regular

  • Booking Access: View and manage all

  • Views: Can save personal views

  • Tasks: Can assign and complete

  • Reports: Can run, view, and export

  • Settings Access: No access to account-wide Settings

  • Multi-Org Access: Only if added by a Chain Admin

  • Notes: Can send emails


Admin

  • Booking Access: Full access

  • Views: Can save personal views

  • Tasks: Can assign and complete

  • Reports: Can create custom reports

  • Settings Access: Most settings access (excluding chain-wide Custom Fields)

  • Multi-Org Access: Only if added by a Chain Admin

  • Notes: Can add and remove users


  • Booking Access: Full access

  • Views: Can save personal views

  • Tasks: Can assign and complete

  • Reports: Can create custom reports

  • Settings Access: Full chain-wide access

  • Multi-Org Access: Can manage roles across multiple organizations

  • Notes: Can manage users across the chain


Viewing Your Role

To view your assigned role:

  • Click your profile icon (top-right)

  • Select your property (if applicable)

  • Your role is displayed under your name


Adding Users

⚠️ Only users with administrative permissions can add or edit users.


Single Property Users

  1. Go to Settings → Organization → Users

  2. Click + New User

  3. Enter: First Name, Last Name, Email (login), Job Title, Phone

  4. Click Next

  5. Under Organization, click Edit

  6. Select role (Read-Only, Regular, or Admin)

  7. Click Create

New users will receive login credentials via email.


Chain / Multi-Organization Users

Add a New User

  1. Go to Settings → Chain (top-right dropdown)

  2. Click Chain → Users → + New User

  3. Enter user details (Mobile optional)

  4. Select billing organization

  5. Click Next

  6. (Optional) Enable Chain Admin

  7. Assign organizations and roles

  8. Click Create


Add Existing User to Another Organization

  1. Go to Settings → Chain → Users

  2. Click the ✏️ edit icon

  3. Select organizations and roles

  4. 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


Batch Update Users

Admins can update multiple users at once from the Users page.

  • Select up to 25 users

  • Click Batch Update

  • Choose a role

  • Click Update

This allows admins to quickly reassign roles without editing users individually.


Chain Management

Chain Admins can:

  • Add, edit, or remove users across organizations

  • Manage roles across multiple organizations

  • Use user data in templates via merge fields

  • Make changes without support tickets

  • Ensure valid emails for login delivery


Deactivate or Delete Users

⚠️ 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 personal details without admin access:

  1. Click profile icon (top-right) → Profile

  2. Click ✏️ Edit

  3. Update details (name, email, phone, job title, logo)

  4. Click Save

💡 Notes

  • Role/permissions must be updated by an Admin

  • Seat limits and organization settings are not affected

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