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Teams and Permissions in zkipster
Teams and Permissions in zkipster

Learn how to manage users in your account and how to grant them access to the features on the account and event levels

Murilo Aguiar avatar
Written by Murilo Aguiar
Updated over a week ago

Managing users' access permissions in zkipster is easy and can be done on different levels: on the account level and on the event level. By default, every Account Owner in zkipster has full access to all features, and this also empowers them to assign and manage access permissions to other users in the account in order for them to access features and data in zkipster.

In summary, the Account Owner and users with access to users management can:

- Assign and manage Account Permission Schemes

- Create and manage 'Teams' of users (Enterprise plan only)

Assign and Manage Account Permission Schemes

A permission scheme is a set of access permissions and restrictions that can be assigned to users that are part of your account. This release introduces two different types of permission schemes:

Account Permission Schemes define which parts of the Account Settings a specific user has access to, including the permission to create events.

By default, there will be three Account Permission Schemes available in your account: Admin Access, Events Creator and No Access. Each of these schemes will give full access, partial access or no access to certain account level functionalities.

Every user invited to join your account needs to be assigned with an Account Permission Scheme. You can view more information on how to invite users to your account and how to assign them with an account permission scheme via this article here.

Users on the Enterprise plan also have the option to create custom Account Permission Schemes. This allows you to give a certain user access just to the ‘Plans & Billing’ section of your account settings, for example. Or maybe you want to give your Marketing team access to the ‘Customisation’ feature, allowing them to create Account Level Invitation Templates, but restricting their access to your accounts' security settings.

Click here to learn how to create custom Account Permission Schemes.

Assign and manage Event Permission Schemes

Event Permission Scheme is a set of permissions and restrictions that define which features and functionalities in your event in zkipster a user will have access to.

By default, the Account Owner is the only user that has full access to all features on the event level available on the respective zkipster plan.

Every other user that is provided with access to an event needs to also be assigned with an Event Permission Scheme. You can read more about how to provide users with access to events via this article here.

By default, there are 6 different Event Permission Schemes available to all plan levels, but Enterprise subscribers have the option to create new custom schemes to gain even more control over what features and data users can have access to.

You can view all Event Permission Schemes by accessing your Account Settings and clicking into the 'Permission Schemes' tab of the 'Users & Teams' section:

Enterprise subscribers can create custom Event Permission Schemes by clicking into the 'Create Scheme' button located on the top left of the 'Event Permission Scheme' dashboard:

Click here to learn more about how to create custom Event Permission Schemes.

Create and Manage a Team

Enterprise users have the possibility to create unlimited ‘Teams’ inside the account and assign users to each team. Teams can be assigned to different events with different Event Permission Schemes.

For example, you can create a Team just for RSVP management purposes and assign them an Event Permission Scheme that grants full access to the Guest List, Invitations and Reporting features.

This comes specially handy if you work with a high number of collaborators that have different functions depending on the event.

Users assigned with an Admin Account Permission Scheme, or a Custom Account Permission Scheme that allows them to manage Teams, will be able to create new teams via the 'Teams' tab under the 'Users & Team Members' section of the account settings.

Click on the 'Create Team' button to create a new team:

You can add or remove users to a team from inside the specific team's page. Under the 'Users' tab you can find a table called 'Users', where all users that are currently part of your account but not part of that team is displayed.

On the 'Team Members' table the users that are part of the team is shown:

Click here to learn how to add or remove users from a team.

You can then assign a team to an event directly from the 'Users & Teams' section of your Account Settings or from the Events Dashboard screen. You can learn more about how to assign a team to an event via this article here.

Pro Tip: If you are using the Account Templates feature for Enterprise plans. You can also restrict access to the Account Templates with the type of permission given to users and teams. Please check this article for more information.

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, but the user is also included in a Team part of the same event with access to the Invitations feature, for example, the user will be able to access both features.

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