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Managing User Permissions

Ilemi Arrindell
  • Updated

Relevant to: Event Lead Management

Setting a user's permissions will determine what level of access they have to the Event Lead Management system. There are different levels of dashboard access and a user that only has access to the mobile app. 

 

Setting user permissions

Permission levels are first defined when creating new users in the Team section of the dashboard. You can also edit a user's permissions if you need to change their access. See Creating New Events Users for more information.

To set a new user's permissions, select one of the options from the Permissions drop-down menu. A brief explanation is displayed on screen.

elm-dashboard-managingpermissions-03.png

 

Change an existing user's permissions in their user settings page.

elm-dashboard-managingpermissions-04.png

 

This table explains the user permissions available and what level of access it enables.

User permissions Description
Restricted

Users with restricted access can view events within the dashboard without being able to edit or export the data.

  • This could be useful for a member of the Sales team who wants an overview of the entire event.
Normal

Normal users can create new events and duplicate existing templates. They will also be able to export data from the dashboard.

  • This would most likely apply to a member of your marketing team who helps manage data post-event.
Account Owner

Account Owners are the main point of contact with Integrate and they have overall control of the account. Account owners can create templates, manage company details and add or remove users from the dashboard.

  • For security purposes:
    • Account Owners are required to verify any changes to account information.
    • We can only add new Account Owners with permission from a current Account Owner. If a new user requests this level of access, we will contact the current Account Owner via email  to confirm access.
  • We recommend providing at least two points of contact who can authorise changes on the account.
App User

App users only have access to the mobile app, where they can collect leads. They only have access to the data they collect, no other information about the event or dashboard functionalities.

  • They are typically the Sales and Field team who are attending events.
  • Forgotten credentials can be retrieved by the mobile app user by tapping Forgot your password from the login screen in the app. 
  • See Downloading the Integrate Events Mobile App for more information.

 

 

Recommended Reading

 

For more help, get in touch with our Support Team or your Customer Success Manager.     

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