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User Roles and Permission Sets
User Roles and Permission Sets

Workspace allows you to set a pre-defined or custom role and corresponding set of permissions to users.

Matt Roley avatar
Written by Matt Roley
Updated over a week ago

Workspace roles are defined permission sets that can be applied to an individual user.


Predefined User Roles Available

  • Admin - Can view and edit all data in Workspace.

  • Admin: Non-Financial - Can view and edit all data in Workspace, except for any financial data, including deal info and reporting.

  • Team Member - Can view all confirmed events, all event logistics and day sheets, the financial ledger, and team members. This user can also make ticket requests.

  • Team Member: Limited - Can only view confirmed Performances & Festivals, Special Events, Travel events and Holds, those events' schedule, travel and accommodations, and day sheets. Can also make ticket requests.

  • Team Member: Limited Plus - Can not view any travel events, any travel or accommodation data, or any financial data, including deal info and reporting. Can view all other confirmed events, team members, and can make guest list requests.

  • Team Member: No Finances - Can view all confirmed events, all event logistics except for any financial data, including deal info and reporting. This user can also make ticket requests.

  • Team Member: No Travel - Can view all confirmed events except for Travel events, those events' logistics and day sheets except for any travel or accommodation data. Can view team members and make guest list requests.

Collaborators

Any roles that include a "manage" permission is considered a “Collaborator.” This means that the team member can contribute to the creating, editing, and deleting of data for some or all parts of your team’s data. You’ll also see a "Collab" label on team members’ profiles that have this level of permission. Team members with Collaborator permissions may also have a solid orange label button next to their name, with a descriptor of their role in the organization (Owner, Security Manager, or Collaborator).

View Only

Roles with no “manage” permission will be labeled “View-only.” The only difference in permissions for these users is they do have access to make Guest List requests. Besides that, these users can only view information in Artist Growth.


To Rename or Adjust Permissions for Existing User Roles

  • Click Roles, nestled under Manage on the left hand menu

  • Click the three dot icon to the right of the role

  • Click Edit

  • Make Adjustments

  • Click Save

To Delete User Roles

  • Click Roles, nestled under Manage on the left hand menu

  • Click the three dot icon to the right of the role

  • Click Delete

  • Click Delete button from the pop up modal

To Create a New User Role

  • Click Roles, nestled under Manage on the left hand menu

  • Click + Add Role in the upper right corner

  • Enter in a name

  • Select permissions for the role

  • Click Save

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