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How To: User and Event Groups

Limit user access to specific events using User and Event Groups. Learn how to create groups, manage default permissions, and link users to specific event sets for better dashboard security.

Updated this week

This feature allows you to restrict Organizer user access to specific events within the Dashboard using User Groups and Event Groups. When a User Group is linked to an Event Group, all members of that User Group can see and manage all events within that Event Group.

Use Cases: If you have a partner on an event, you can grant them high-level access specific to that event.

Permissions Required

To configure these settings, the following permissions must be enabled within the Organizer Role:

  • Organizer user group

  • Event group

Note: These permissions are turned off by default. An Admin must enable them before you can begin setup. If you don't have this access, please reach out to our support team via the customer portal.

1. Managing Event Groups

An Event Group is a collection of events that should be accessible to a specific set of users.

  1. Navigate to Events > All Events > Select the Event Groups section.

  2. Click New Event Group.

  3. Name: Enter a unique identifier (e.g., "VIP Area Events").

  4. Events: Select the events to include.

  5. Default Option: Check Add new events to this group by default to automatically include any future events created in the dashboard.

  6. Click Save.

Note: You can assign an event to a group directly within the Event Settings field.

2. Managing User Groups

A User Group is a collection of users who require the same level of event access.

  1. Navigate to Access Management > Users > Organizer and select the User Groups section.

  2. Click New User Group.

  1. Name: Enter a unique identifier (e.g., "Stage 2 Staff").

  2. Users: Select the users to include in this group.

  3. Default Option: Check Add new users to this group by default if you want every newly created user to be automatically added to this group.

  4. Click Save.

Note: You can also manage a specific user's groups directly within the Add User, Invite User, or Edit User forms.

3. Default Configuration & Legacy Access

To ensure existing users do not lose access to their data, the system automatically creates two permanent groups:

  • "All Users" Group: Includes every user in the Organizer account. Cannot be deleted.

  • "All Events" Group: Includes every event in the Organizer account. Cannot be deleted.

By default, the "All Users" group is linked to the "All Events" group. This maintains your current access setup until you manually create more restrictive groups.

4. Access Setup Example

To segment your dashboard for different teams, follow this logic:

Step

Action

Result

1

Create Event Group: "Grand Hall"

Group contains only Grand Hall events.

2

Create User Group: "Grand Hall Staff"

Group contains only Grand Hall employees.

3

Link the Groups

Staff only see events held in the Grand Hall.

4

Create User Group: "Super Managers"

Add users who need global access.

5

Link to "All Events"

Managers see every event in the account.

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