How do I create a new user role with custom permissions?

You can create new user roles with limited permissions to perform actions within EventHQ. For example, you could create a user role with has no access to the account settings and billing areas. Useful for more junior staff whose role is to handle customer queries.

Settings / Users

Settings / Users

Click the Add a new user role button

Click the Add a new user role button

Give your new user role a meaningful name (e.g. Financial Controller or Customer Service user) and optionally, a description to help understand the permissions assigned. Then select the permissions you wish to give to this user

Permissions are grouped by EventHQ area. Ticking an area box (e.g. Account settings) will initially assign all available actions within that area to this user role. You can then deselect any permissions you do not want to give.

Give your new user role a meaningful name (e.g. Financial Controller or Customer Service user) and optionally, a description to help understand the permissions assigned. Then select the permissions you wish to give to this user

Click the Save changes button to create your new user role

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