Update
Export Permission is added for every report. This will help your data protection control.
About this Feature
Collaborate with your clients or colleagues for a more productive and efficient event planning process. Assign the necessary access rights to fellow event collaborators.
Note: Depending on your subscription, you will have a pre-defined quantity of collaborators to work with.
On the events listing page, click on Collaborating.
The same act can be performed via Admin Console / Organisations / Users
You will be presented with the following screen:
User Roles
1. Click on “User roles” in the left-hand navigation:
You will be presented with the following screen:
Admin, Event Organizer and Email Marketer are the default roles in GEVME. You may choose to update the user permissions for an Event Organizer, Email Marketer or create a new user role. The Admin role will have full unrestricted access and privileges in the system.
Note: The Admin role can be neither deleted nor edited.
Create New User Role
1. Click on “Create new user role” in the left-hand navigation or at the top right-hand corner of your screen.
2. You will be presented with the following screen:
- New User Role
Key in the name of the new user role to be created. - Role Description
Key in the description of the role. - Role Privileges
There are many privileges that you can grant for each role.
Access, create, edit, or export data. Approve an action. - Create
When ready, click the “Create” button.
[UPDATE] Export Permission is added for every reports. This will help your data protection control
Invite users to your event
1. Click on “Invite more people” in the top right-hand corner of your screen.
- Email Address
Key in the invited email address. - User Roles
Role to be assigned. If the user role selected has no access to ALL events and/or Templates, you then have to assign relevant events and templates for the user. - Event
Event to be assigned. - Template
Template to be assigned. - Send invitation
Send invitation when ready.
Suspend/Unsuspend User
You may suspend/unsuspend the user account, change the user role, or add/remove assigned events/templates here.