Roles and permissions

Every member of your agency has a role that determines what they can do. Roles keep things secure and tidy by giving each person exactly the access their job needs — no more, no less.

EventOps offers five roles:

• Owner — full control, including billing
• Admin — manage members and settings
• Planner — run events
• Coordinator — work on events they're assigned to
• Viewer — read-only access

A good rule of thumb is to choose the lowest role that still lets someone do their job. Give billing access only to those who genuinely need it, keep Admin for the people managing your workspace, and use Coordinator or Viewer for those whose involvement is more limited.

You can set a person's role when you invite them, and adjust it later as their responsibilities change. This keeps your workspace organised as your team grows and shifts.

To add people and assign their roles, see /help/inviting-teammates.