@Lori Harris We have set up a couple of different roles with a few minor differences. The roles are event admin and event planner. The main difference is the planner doesn't have permission to launch, cancel, or delete an event. Basically, either the event admin for the group or the administrator of Cvent reviews and test the event prior to launch.
The main reason we set these distinctive roles is that some events may have a donor gift portion of the event and it needs to be verified by Gifts & Records prior to launch with specific reports set up too.
At the university, we also use user groups to help separate all the users running into each other's events. Each group can have an event admin, event planner, tester, reports, or even an event designer.
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James Rose | Senior Web Developer and Content Management
Digital Infrastructure
Office of University Development | University of Michigan
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Original Message:
Sent: 07-26-2022 12:30
From: Lori Harris
Subject: What access does a portal user have?
Hello,
I have someone on my team that I would like to add as a user, but I'm not sure which user role to choose. I want them to be more than a tester, but they don't need full access. I would like to have access to specific events only.
Thank you!
#Flex-Creating/ManagingEvents
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Lori Harris
Global Events Specialist
SAS Institute Inc.United States
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