zkipster has two types of permission schemes, the Account Permission Schemes and Event Permission Schemes. These permission schemes defines the different access, and capabilities of a user in the account level and event level.
Account Permission Schemes
This scheme defines which Account Settings features a user has access to. Users in your account needs to be assigned an Account Permission Scheme, which is a set of permissions that gives or restricts access to account level functionalities.
There are three Account Permission Schemes available in your account by default and cannot be edited or deleted. These are the 'Admin Access', 'Events Creator' and 'No Access'.
Admin Access: This Account Permission Scheme gives users full access to the Account Details & Billing, Data Export, Customization, Security Settings, Integrations, User Management, permission to Create Events and access to all events in the account.
Events Creator: Gives users permissions to create new events, but restricts access to all other account level functionalities.
No Access: This scheme restrict users from accessing all account level functionalities.
Enterprise subscribers have the option to create a custom Account Permission Scheme. You can read more about this here.
Event Permission Schemes
The Event Permission Scheme is a set of permissions and restrictions that defines which features and functionalities inside the event a user will have access to.
Every user that is provided with access to an event needs to be assigned with an Event Permission Scheme.
The Event Permission Scheme can be assigned to users on an event by event basis and you can also grant a user access to all events with the same Event Permission Scheme.
Enterprise subscribers have the option to create new custom schemes to gain more control over what features and data a user can have access to. You can learn more in the article here.
There are 6 different Event Permission Schemes available to all plan levels by default. Please find the details of each event permission scheme access and restrictions below.
1. Administrator
Permissions:
Full access to features within zkipster:
- Guest Lists
- Check-in Status
- Guest Facesheet- Reporting
- Seating
- Invitations
- Consent Forms
- Name Badges
- Check-in Messages
- Sessions
- Event Settings
- Guest Fields Management
Archiving and unarchiving event
Can manage Event Access
Can delete the specific event via the 'Event Settings'
Can enable, scan, approve, view certificate information and / or approval status and delete certificates for EU Covid Feature
Can upload, delete and download attachment files (via the browser only)
Can view attachment files via the app
Restrictions:
Cannot edit the Account Owner’s user settings.
2. Event Host
Rights:
Full unrestricted access to events they create or are part of:
- Guest Lists
- Check-in Status
- Guest Facesheet- Reporting
- Seating
- Invitations
- Consent Forms
- Name Badges
- Check-in Messages
- Sessions
- Event Settings
- Guest Fields Management
Can make changes to the 'Event Settings'
Can add users to the event and create custom fields
Can enable, scan, approve, view certificate information and / or approval status and delete certificates for EU Covid Feature
Can upload, delete and download attachment files (via the browser only)
Can view attachment files via the app
Restrictions:
Cannot delete, archive and unarchive event
3. Collaborator
Rights:
Can use the features available in the events they are part of:
- Guest Lists
- Check-in Status
- Guest Facesheet- Reporting
- Seating
- Invitations
- Consent Forms
- Name Badges
- Check-in Messages
- Full access to Sessions
‘View Only’ access to Event Settings
Can scan, approve, view certificate information and / or approval status and delete certificates for EU Covid Feature
Can upload, delete and download attachment files (via the browser only)
Can view attachment files via the app
Restrictions:
Cannot activate event features
Cannot access the 'Guest Fields' settings
Cannot add other users to event
Cannot delete and archive event
4. Check-in - Typically used for guest check-in on the day of the event.
Rights:
Full access to Check-in Status
Can check-in guests to an event
‘View Only’ access to Guest Lists
‘View Only’ access to Guest Facesheet
‘View Only’ access to Seating
‘View Only’ access to Sessions
‘View Only’ access to Event Settings
Can scan, approve, view certificate information and / or approval status and delete certificates for EU Covid Feature
Can download attachment files (via the browser only)
Can view attachment files via the app
Restrictions:
Cannot access:
- Reporting
- Invitations
- Consent Forms
- Name Badges
- Check-in Messages
Cannot add new guests
Cannot manage Event Access
Cannot Delete and Archive Event
Cannot edit Guest Fields
Cannot edit or delete existing guests' information
Cannot enable EU Covid Feature
Cannot upload or delete attachment files
5. Viewer - Typically reserved for supervisors, hosts, or anyone wanting to track the guest count at an event.
Rights:
Can only view all activity of the events they are part of
‘View Only’ access to Guest Lists
‘View Only’ access to Guest Facesheet
‘View Only’ access to Seating
‘View Only’ access to Sessions
‘View Only’ access to Event Settings
Can view certificate information and / or approval status for EU Covid Feature
Can download attachment files (via the browser only)
Can view attachment files via the app
Restrictions:
Cannot make any changes to an event or check-in guests
Cannot enable, scan, approve and delete Certificates for EU Covid Feature
Cannot upload or delete attachment files
Cannot access:
- Check-in Status (view only)
- Reporting
- Invitations
- Consent Forms
- Name Badges
- Check-in Messages
Cannot manage Event Access
Cannot Delete and Archive Event
Cannot edit Guest Fields
6. Executive
Rights:
Has read-only access to event activity, identical to the Viewer role
‘View Only’ access to Guest Lists
‘View Only’ access to Guest Facesheet
‘View Only’ access to Seating
‘View Only’ access to Sessions
‘View Only’ access to Event Settings
Can access and download event reports
Can view certificate information and / or approval status for EU Covid Feature
Can download attachment files (via the browser only)
Can view attachment files via the app
Restrictions:
Cannot make any changes to an event or check-in guests
Cannot access:
- Check-in Status (view only)
- Invitations
- Consent Forms
- Name Badges
- Check-in Messages
Cannot manage Event Access
Cannot Delete and Archive Event
Cannot edit Guest Fields
Cannot enable, scan, approve and delete Certificates for EU Covid Feature
Cannot upload or delete attachment files
Please note: The Account Owner Role still exists and is only one per account. Account Owners of the account will have the crown logo beside their name.
The Essentials and Professional plan users only has one Admin Access which is the Account Owner. Transferring the Account Ownership will downgrade the previous owner to an Events Creator Access. You can check this article here on how to change or transfer the account ownership.
Pro Tip: Hovering your mouse on top of the '?' interrogation icon on the right side of the Event Permission Scheme or Account Permission Scheme you selected will show you a breakdown of what features can be accessed with that scheme.
Please note: Permission Schemes are cumulative, which means that if a user is assigned with an Event Permission Scheme that only gives them access to the Check-in feature, and the user is also included in a Team part of the same event with access to the Invitations feature as an example, the user will be able to access both features.
Please check the below articles on how to: