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  • 1.  Updating Event Planning Status

    Posted 04-10-2025 12:31

    I created a user role and set their permissions as noted below, but they do not have access to change the event planning status on the events visible to them. To update Event planning status, does an account user need to have a role for the event also?



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    Samantha Smith
    Global Event Operations
    Ingram Micro Inc.United States
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  • 2.  RE: Updating Event Planning Status

    Posted 04-14-2025 11:44

    Hi Samantha - 

    Each account, each MRF, and processes are different, but overall it is a good idea to assign them with an event role (whether you do it manually or automatically using a role trigger) to allow them to make changes to event statuses.  Depending on the setup of the account, some statuses may only be available to certain roles, so you may want to work with your customer success or account team to best understand how to set this up.

    Hope this helps!



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    Rebecca Yousif
    Event Technology Cvent Administration Senior Administrator
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