As you're adding new members to your team, you set their permissions by assigning them a User Role. User Roles are a pre-set group of permissions that are easily assigned to your team members via a dropdown in the "Team" section.
You can create a specific set of custom permissions, name that set, and apply it to one, two, or multiple, users.
Creating a New User Role
- Go to the "Team" section and select the sub-section "Roles."
- Select "Add Role"
- Name your User Role - is this an Admin, the Artist/Band, a View-Only Crew Member, etc.?
- Select the permissions for this User Role
- Select "Add Role" to save this role
Pre-Created Default User Roles
In addition to the Admin role (complete account access), and any roles that you create, we have also provided 6 of the most popular permission sets that we see, and named them for you to use:
- Manage (No Finances) - Contributor
- View Only
- View Only (No Finances)
- View Only (No Travel Or Finances)
- View Only (No Travel)
- View Only Limited
These are also editable- you can rename them, adjust the permissions, or delete them entirely.
Editing User Roles
When clicking on a User Role, you can see a break down of the permissions, and edit those by clicking pencil in the right hand corner:
User Roles can only be deleted if there are no corresponding members assigned to that role.
Applying User Roles
When creating new team members, you can easily apply a User Role by clicking on the "Role" dropdown box and selecting the User Role. User Roles need to be created before you can apply them to a team member.
Please be sure to read up on Contributor and View-Only roles.