Learn about what each permission means, their limitations, and their cross-dependencies.

Access-levels
- Write access: Users with write access can perform all actions for a particular feature.
- Read-only access: Users with read-only (or view-only) access can only view; they cannot make any changes. 

Permissions

The following sections explain the permissions in a particular category. The read-only access column explains what you can do when having a read-only access.

General settings (organization management)

Permissions

Description

Read access

Dependencies

Team members

Enable access to add/remove members to a team,  

View team members and their roles

Email addresses

Enable access to email addresses settings, view DNS records, add, and delete actions

Not supported

API access key

Generate or view API keys, delete, and other settings

Not supported

Merchant account

View/add/delete merchant account. Edit/view existing merchant account

Not supported

Destinations

Add or view a destination. View or manage existing destinations

Not supported

Integrations

Install/uninstall apps, edit settings, view logs, and create and manage webhooks

View all integrations

Default read-only access to:

  • Org level integrations

  • Registration flows

  • Lead capture fields

    under Lead Capture App

Event apps

Create, view, or manage event apps. Select events for the app.

Not supported

Recordings

Access to view or manage recordings. Edit highlights from the recording.

Not supported

Tags

Add, view, or manage tags or tag categories to be applied on events.

Not supported

Events

Permissions

Description

Read access

Creating events/Series/hubs

Creation of events, series, and hubs.

Not supported

Event duplication

Allow duplication of event types

Not supported

Adding or removing an event from a series/hub

Allow addition and removal of events from a series or hub.

Not supported

Archiving an event

Allow to archive an event

Not supported

Moving events to other teams

Allow moving an event to another team.

Not supported

Cancelling an event

Allow cancellation of the event.

Not supported

Event management

Permission

Description

Read-access

Event info - basic

View/edit access to all the fields in the event's basic information 

Not supported

Branding

View/edit access to the branding settings for an event type. This includes theme, navbar, and background settings

User can:

  • switch between desktop and mobile view

  • enable/disable the mock speakers toggle

Domain settings

View/edit access to domain settings including domain and event identifier settings.

Not supported

Embed webinar

Allow to embed the webinar in an iFrame in your webpage.

Not supported

Registration

Permissions

Descriptions

Read access

Dependencies

Registration pages

View/edit registration pages

Users can only preview the page by clicking on the arrow.

Write permission to registration page does not grant registration page editor permissions. Editor permissions must be given explicitly.

Registration page editor

Registration Page Editor Permissions:

  • Page Layout Design

  • Content

  • Publishing & Domain Control

  • Republishing the site

  • Collaboration

  • Site Insights

  • Configure SEO

  • Site Backups

  • AI Assistant

Not supported

Ticketing

Create/view/edit tickets, add-ons, coupons, discounts, transactions, and other ticketing settings.

User can:

  • Can view details of existing tickets, discounts, coupons, add-ons.

  • Can view the list of transactions.

  • Can view the details of a particular transaction.

  • Can export transactions.

Housing

Add/edit/view hotels and manage bookings

User can:

  • Can copy the hotel id.

  • Can view the existing hotel details

  • Can view the hotel bookings and filter them by using status.

Registration flow

View/edit registration flow, including flow steps, publishing, branding, embed, and advanced settings.

Not supported

Registration form

View/edit for registration form. Applicable only for webinar.

Not supported

Registration -advanced settings

View/edit registration advanced settings like general settings, invite lists, session check-in, etc.

Only view the registration advanced settings.

Snippets

Not supported

Registration page templates

View/edit registration page templates

Only view the published registration page in all layouts -desktop, tablet, and mobile phones

Communication

Permissions

Descriptions

Read access

Dependencies

Standard communication

View/edit standard attendee communication 

View all standard attendee communication - active and disabled for attendees, speakers, and sponsors

Default read-only access to:

  • Audiences

  • Speakers

  • Attendees

  • Invite lists

  • Calendar invites

To edit a email in a communication, write access for email editor (drag &drop or HTML)

will be required.

To save an email as a template, write access to Email templates will be required.

Custom communication

View/edit custom communication, including Pre, Live, and Post event

View all custom attendee communication - active and disabled for pre, live, and post event communications

Default read-only access to:

  • Audiences

  • Speakers

  • Attendees

  • Invite lists

  • Calendar invites

To edit a email in a communication, write access for email editor (drag&drop or HTML) will be required.

To save an email as a template, write access to Email templates will be required.

Email templates

View/edit email templates, including global templates, email editor, and template usage

View all email templates

HTML email editor

View/edit the html code of an email

Not supported

Email editor permissions can be enabled only when either of the following is enabled:

  • read permission is given for Standard communication

  • read permission is given for Custom communication

  • read permission is given for Email templates

Alerts & updates

Enable/disable alerts and updates, trigger settings, and email setup

Not supported

Default read-only access to:

  • Ticketing

  • Registration - Advanced settings

  • Schedule

Calendar invites

Calendar invites settings include calendar customization, invite description.

  • Read access to Basic info will be given by default

People

Permissions

Description

Read access

Dependencies

Attendees

Add attendee, edit details, change status, resend registration confirmation, approve requests, bulk actions via csv, etc.

Users can:

  • Can view the complete list of attendees

  • Can use filter or search on the attendee list

  • Can export the attendees through CSV

Speakers

Add speaker, edit details, change status, speaker portal, bulk actions via csv, etc.

Users can:

  • Can copy the speaker portal link

  • Can export the speakers list

Read access to Schedule will be give by default

Leads

Applicable to third-party events only

Not supported

Audience groups

Audience groups, download CSV, create custom group

Users can:

  • Can view the list of existing system audience groups and custom audience groups

  • Can export the existing system audience groups and custom audience groups

Invite lists

Create invite lists and import CSV file.

Users can:

  • Can view the existing invite lists

  • Can export the existing invite lists

Access control

Grant base and group access to audiences. Toggle on/off venue or features. Configure session

Not supported

  • Read access to Audience groups will be given by default

Profile

Profile access

Not supported

N/A

Event setup

Permissions

Description

Read-access

Dependencies

Locations

Add location

Not supported

Schedule

Add sessions, check-in settings, and session engagement options, and session attendee management

Users can:

  • Can see the details of existing sessions

  • Can see the details of existing session groups

  • Can switch between list view and calendar view

  • Can use filter or search on the sessions list

  • Can see the attendee list of a session

  • Can export the attendee list of a session

  • Can use filter or search on attendee list inside a session

Default read-only access to:

  • Event info

  • Locations

  • Speakers

  • Sponsors

  • Audiences

  • Attendees

Sponsors

Add sponsors, sponsor portals, and sponsor tiers settings

Users can:

  • Can copy the sponsor portal link

  • Can use filter or search on sponsor list and sponsor tier list

  • Read access to Schedule will be given by default

Networking

Quick networking, smart networking, and matchmaking filters 

Not supported

Virtual setup

Permissions

Description

Read-access

Dependencies

Venue settings

Enable/disable venue, customization options

Not supported

Lobby design

Lobby design, mobile view, and widgets settings

Not supported

Stages

Adding stages, stage basic and advanced settings, such as RTMPS, breakout rooms, reactions, and accessibility features settings

Not supported

Rooms

Adding room, room basic, and advanced settings such as moderated room, attendee engagement, etc.

Not supported

Requires read access for attendees and speakers

Expo

Add booths and expos, basic and advanced settings for booths, such as booth visibility, mobile view, widgets, etc.

Not supported

Settings

Widget settings, additional settings such as helpdesk, profanity filter, translations etc.

Not supported

On-site setup

Permissions

Description

Read-only

Dependencies

Check-in app

It includes check-in and badge printing settings, self-serve, adding check-in staff

Not supported

  • Event details.

  • Session details.

  • Onsite registrations - Read access to registration flows

  • Badge printing - Access to badge and badge settings set up

Lead capture app

Includes adding lead capture field and App user management

Not supported

Badges

Includes badge printing toggle, badge customizations, and badge settings

Not supported

Engagement setup

Permissions

Description

Read-access

Dependencies

Surveys

Includes creating or ending event and session surveys and viewing responses

Not supported

Requires read access to schedule

Games

Includes creating a new game, adding players, assigning tasks, and more.

Not supported

Requires read access to audiences, sessions, sponsors, and surveys

Engagement

Include enabling and customizing engagement options such as 1:1 meetings, chat, people, surveys, etc.

Not supported

To use CPE, need read access to schedule

Integrations and analytics

Permissions

Description

Read-access

Dependencies

Integration (event-level)

Includes all event-level integration settings

View all event-level integration settings such as field mapping, status mapping, etc.

Default read-only access to:

  • Org level integrations

Dashboard & analytics

Viewing the event dashboard and metrics and analytics

Read access only. It includes:

  • Viewing the event dashboard under Event info.

  • Viewing reports under Analytics.

  • Viewing the revenue dashboard under analytics

Reports

Download reports for such as

Read access only. This will include:

  • Report download from the analytics section

Portal setup

Permissions

Description

Read-access

Dependencies

Mobile app

Includes mobile app design and settings, page settings, and selecting apps for events

Not supported

Setting up pages on the mobile app requires read access to the sections where the page content is configured.

  • Schedule -> Session set up

  • Games -> Games set up

  • Speaker directory -> Speakers

  • Sponsors directory -> Sponsor

  • Networking -> Access to networking set up(interests etc.), access control

Read access to event-level branding

Access controls for event participants - Read access to access control settings

Speaker portal

Includes portal customization options for branding and layout, task management, and others

Not supported

Only for speakers

Sponsor portal

Includes sponsor tiers, portal customization options for branding and layout, task management, and others

Not supported

Only for sponsors

Miscellaneous

Permissions

Description

Read access

Widgets

Includes speaker, sponsor, and schedule widgets

Not supported

Tag management (sessions, rooms, & booth)

Includes creation of tags and tag categories

Not supported

Studio permissions

Permissions

Description

Read access

Access studio backstage

Studio backstage accessibility (only for virtual events)

Not supported