Roles and Permissions gives you full control over your team's access to your Sequel instance. You can assign each team member a role that matches exactly what they need to do, from view-only access to full account control.
By default, everyone in your instance is an admin. From there, you can assign any of the built-in roles below, or create your own custom roles.
Where to find Roles and Permissions
Both lives under your global Settings:
To assign roles to team members, go to Settings > Team.
To view, create, and edit roles, go to Settings > Roles and Permissions.
Built-in roles
For Growth plans, you will have access to Admin and Event Manager roles.
For Business plan types, there are nine default roles to choose from, organized around in-person events, virtual events, or both.
To see exactly which features are included or excluded for any role, click the eye icon next to the role name.
View-only roles:
In-Person Viewer - Can view in-person events only. Cannot make any edits.
Virtual Viewer - Can view virtual events only. Cannot make any edits.
Viewer - Can view both in-person and virtual events. Cannot make any edits.
Event manager roles:
In-Person Event Manager - Can edit in-person events.
Virtual Event Manager - Can edit virtual events.
Event Manager - Can edit both in-person and virtual events.
Admin roles:
In-Person Admin - Full access to all in-person event features, plus billing and certain other settings.
Virtual Admin - Full access to all virtual event features, plus billing, event defaults, and certain other settings.
Admin - Full access across the entire account.
Custom roles
If the built-in roles don't fit your team's needs, you can create custom roles with full flexibility over what each person can access.
You'll find and create these under Settings > Roles and Permissions.
You can build a custom role in two ways:
Start from an existing role - Use one of the built-in roles as a base, then turn individual permissions on or off.
Build from scratch - Define exactly what the role can do. For example, you could create an Operations role that can only manage integrations and CRM settings within events, and nothing else.
This lets you tailor access at the individual level so each team member has exactly the permissions they need.