Understanding User Roles and Permissions

Before you begin to add new users, let's go over the (4) main roles and their user permissions. We will start with the most basic user first.

1. Calendar View Access Only - When this user logs in, they are directed to the internal calendar and can view the calendar only. 

2. User - The user has access to the Event Scheduler dashboard and has the following permissions:

• Can create events (events go to pending status)
• Can edit/delete, or cancel occurrence/event only if they are the owner of the event
• No approval rights  
• View the calendar
• Create reports
• No "Settings" section on left sidebar

3. Sub-Admin (Some Level of Authority)

• Can create events
• Can edit/delete, or cancel occurrence/event, only if they are the owner of the event   
• They can approve or decline items (spaces, resources, services) within their "Area of Approval"
• If Pre-Approval or Final Approval settings are selected, Admins can grant Sub-Admin(s) these permissions within "User Access Permissions" 
• View the calendar
• Create reports
• No "Settings" section on left sidebar

4. Admin (Full Permission Rights)

• Can create events
• Can circumvent entire workflow process by choosing "Auto Approve"
• Can edit/delete, approve/decline, cancel occurrences/events, resolve conflicts and override closures
• View the calendar
• Create reports
• Has access to the "Settings" section to set up their organization, assign user permissions and more
• Can choose "Pre-Approval" and/or "Final Approval" settings and select Admin(s) and/or Sub-Admins accordingly
• Can add billing contacts (must be Admin)
• Establishes workflow for the organization through the "Settings" section
• May override and circumvent workflows