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(Setting) user roles
(Setting) user roles
Dennis de Kort avatar
Written by Dennis de Kort
Updated this week

For each user, you can set different user roles to define the user's privileges within your account.

Want to add a new user first?

Go to 'setup' via the main menu and click on 'users' in the setup menu.

Click on 'add user' to add a new employee.

At the bottom, assign one or more of the user roles.


Permissions per user role

Depending on a user's responsibilities and skills, an administrator can assign one or multiple user roles to a user profile.

Do you want to grant a user all permissions? Set the user roles 'administrator' and 'planner'.

Administrator

Planner

Staff

Billing

Crew*

View planning, calendar, occupancy view

✔️

✔️

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Get assigned to events

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Assign events to planners

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View event dashboard

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Edit events

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View messages

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Communicate with clients

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✔️

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Select location and setup

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View quotes

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✔️

Create and send quotes

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Create documents

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Upload files

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View reports

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View and edit contacts

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Export contacts

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Edit company settings (setup)

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Send invoices

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Edit invoices

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View invoice overview

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Get tasks assigned and tick off tasks

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Edit tasks

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*We currently activate the crew user role only upon request.


FAQ

Can I set multiple user roles for a user?

Yes, you can. To give a user full authorities within your system, simply assign the user roles 'planner' and 'administrator'.

Can I change certain permissions per user role?

No, permissions per user role are set and cannot be changed per account.

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