We are excited to announce our new Teams and Permissions feature. This release greatly improves the management of access permissions and restrictions for each team member in your account and also gives you more control over which features and other elements certain users can access on the account and event levels. It also introduces the possibility to create ‘Teams’ for users on the Enterprise plan.
In summary, the Teams and Permissions release introduces:
- Account Permission Schemes
- Event Permission Schemes
- Custom Account and Event level permission schemes (Enterprise plan only)
- Option to create ‘Teams’ of users (Enterprise plan only)
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.
Users on the Enterprise plan will have the option to create custom Account Permission Schemes. This will allow 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.
Event Permission Schemes define which features within an event a specific user has access to.
By default, there will be six Event Level Permission Schemes available in your account: Administrator, Event Host, Collaborator, Check-In, Viewer and Executive. Each of these schemes will give or restrict access to certain features available on the event level, such as Invitations, Check-in, Reporting and so on.
Users on the Enterprise plan will also be able to create custom Event Permission Schemes in order to tailor the access given to certain users depending on which features they need to access on your event.
Learn more: How to Create and Manage Event Permission Schemes
For example, you can create an Event Permission Scheme that grants access only to the features Invitations, Consent Form and Name Badges. You will then be able to assign this scheme to your colleague from the Design team, for instance, who is responsible for creating your event's invitations, name badges and consent forms.
Enterprise subscribers will have the additional possibility to create unlimited ‘Teams’ inside their account and assign users to those. 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 them full access to the Guest List, Invitations and Reporting features.
Learn more: How to Create 'Teams' in zkipster
This comes specially handy if you work with a high number of collaborators that have different functions depending on the event.