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Hi there, 

We would like to add a new user to our licence, but with restricted access.
This user should only be able to view events they are assigned to and edit guest data for those specific events. They should not be able to see any other events or guests in the system, and they should not have access to any system settings beyond guest-related data.
Their main task will be to verify whether guests assigned to their events are authorised to attend (set as "internal information" where they can click yes or no). Apart from that, they do not need access to any other features or information.

Is there an option to configure access in this way? Can we ensure that this user will only see the events they are assigned to and only access guests who are already on the guest list for those events?

Hello Laura,

We restrict our Cvent Account Users in two ways. First, by a specific User Role like Administrators, Repot Users, and we have two Event Planners  types roles, one for Development/Advancement group, and the rest of the University.

With the roles you can choose specific admin, event, OnArrival, or any other module you have for your instance functionality and limited access.

Our second way to limit visibility is we create User Groups. This limits which event(s) each group has access too and the data related to specific event(s). Assigning an user with their user roles to a user group restricts visibility when the user logs in.

We currently have 60 user groups and a total of 150 account users on one of our instances of Cvent.

My suggestion when setting up a new user start off will the least amount of access as possible and add access as needed. People with too much access will run a muck very quickly. 

Hi there, 

We would like to add a new user to our licence, but with restricted access.
This user should only be able to view events they are assigned to and edit guest data for those specific events. They should not be able to see any other events or guests in the system, and they should not have access to any system settings beyond guest-related data.
Their main task will be to verify whether guests assigned to their events are authorised to attend (set as "internal information" where they can click yes or no). Apart from that, they do not need access to any other features or information.

Is there an option to configure access in this way? Can we ensure that this user will only see the events they are assigned to and only access guests who are already on the guest list for those events?

Hi James and Rebecca, 

Thanks a lot for your support! It was a great help. 

However, the restricted user can still see the 'Invoices' tab in the admin settings. I haven't given them permission to see it and I couldn't find the settings for this tab anywhere. 
Do you have any recommendations on how to remove the 'Invoices' tab from the restricted user's admin settings page? 

Hello Laura,

We restrict our Cvent Account Users in two ways. First, by a specific User Role like Administrators, Repot Users, and we have two Event Planners  types roles, one for Development/Advancement group, and the rest of the University.

With the roles you can choose specific admin, event, OnArrival, or any other module you have for your instance functionality and limited access.

Our second way to limit visibility is we create User Groups. This limits which event(s) each group has access too and the data related to specific event(s). Assigning an user with their user roles to a user group restricts visibility when the user logs in.

We currently have 60 user groups and a total of 150 account users on one of our instances of Cvent.

My suggestion when setting up a new user start off will the least amount of access as possible and add access as needed. People with too much access will run a muck very quickly. 

Hi there, 

We would like to add a new user to our licence, but with restricted access.
This user should only be able to view events they are assigned to and edit guest data for those specific events. They should not be able to see any other events or guests in the system, and they should not have access to any system settings beyond guest-related data.
Their main task will be to verify whether guests assigned to their events are authorised to attend (set as "internal information" where they can click yes or no). Apart from that, they do not need access to any other features or information.

Is there an option to configure access in this way? Can we ensure that this user will only see the events they are assigned to and only access guests who are already on the guest list for those events?

Hi there, 

We would like to add a new user to our licence, but with restricted access.
This user should only be able to view events they are assigned to and edit guest data for those specific events. They should not be able to see any other events or guests in the system, and they should not have access to any system settings beyond guest-related data.
Their main task will be to verify whether guests assigned to their events are authorised to attend (set as "internal information" where they can click yes or no). Apart from that, they do not need access to any other features or information.

Is there an option to configure access in this way? Can we ensure that this user will only see the events they are assigned to and only access guests who are already on the guest list for those events?