* Note: some menus in the video have been moved under 'Organizers' section.
Team management in EventYab provides a structured way to manage and delegate responsibilities, ensuring smooth collaboration and efficient event management. Take advantage of this feature to streamline your team's workflow and enhance the overall event organization experience.
You are allowed to assign specific permissions and access levels to different users involved in managing your events. Let's get started!
To access the role management feature, navigate to the top menu on the EventYab homepage and select 'Organizers'. From the drop-down menu, select 'Define Your Roles'.
On the role management page, you will see a list of your existing roles if you have already created any. To create a new role, click on the 'Create New Role' button.
On the role management page, you will see a list of your existing roles if you have already created any. To create a new role, click on the 'Create New Role' button. Next, you'll see a list of permissions that you can grant to the role. These permissions include:
- Edit Event: This permission allows users with the role to make changes and modifications to event details, such as the event description, date, and venue.
- Delete Event: Granting this permission enables users to delete an event entirely from the system.
- Manage Tickets: Users with this permission can handle ticket-related tasks, such as creating, editing, and deleting tickets.
- Manage Coupons: This permission provides users with the ability to create, manage, and apply coupons to tickets.
- Manage Options: Granting this permission allows users to create and manage event options, such as meal options, exclusive experiences, or special services.
- Access to Sales Report: Users with this permission can access and view sales reports and analytics for the event.
- Event Financial: This permission provides access to financial information related to the event, such as revenue, expenses, and financial reports.
- Refund Request Report: Granting this permission allows users to handle refund requests and view the refund request report.
- Check-in: Users with this permission can perform check-in functions, such as scanning tickets or marking attendance.
- Receive Email Notifications: This permission ensures that users receive email notifications related to the event, such as ticket sales, updates, or important announcements.
- Guest List: Granting this permission provides access to the event's guest list and attendee information.
- Complementary Tickets: Users with this permission can register guest tickets.
For each permission, you can check or uncheck the corresponding box to enable or disable it for the role you're creating. Once you've set the desired permissions for the role, click on the 'Save' button to create the role.
That's it! You've successfully defined a new role in EventYab with specific permissions and access rights. Repeat these steps to create additional roles as needed.