Each user can play different roles in the organization and has corresponding permissions. At the same time, each user can have other roles in the organization's events with additional assigned event permissions.
The organization members who have roles with the "Permission Management" permission can manage organization members and modify the permission settings for each role on the "Organization Settings → Permission Management" page. They can also edit the event roles' permissions, invite users to be event members and assign roles to the members on the Event Dashboard's "Event Permission Management" page.
This article will introduce the organization and event permissions and their accessible pages, as well as the system default roles under the organization and events. If you want to know more about inviting users to be members of your organization and event or assigning roles to members, refer to the article "How to invite users and assign roles to Organization/ Event Members?" for more description.
Organization Permissions
Organization Dashboard → Permission Management → Role Management includes different "permissions" as below; with these permissions, you can:
- Organization Information: Edit the organization's general information, such as the organization name, description, and URL.
- Organization Business Information: View organization billing reports, manage billing account settings, apply for profit payout for those transferable amounts and upgrade organization/events.
- Permission Management: Add roles, edit roles of the organization/events, grant permissions for roles, and invite others or yourself to join the organization/events as members.
- Fan Management: Manage and check out fans' profiles and analytics. This is an advanced service; to enable it, please contact us.
- Create Event: To create new events under the organization, fill in the event data, build ticket types, and edit the event contact form for users to fill out.
- Event Report: To view or download event reports. This is an advanced service; to enable it, please contact us.
Organization Dashboard → Permission Management → Role Management includes several "default organization roles," and these roles are:
- 擁有者 Owner: The user owns the organization and has full access to manage the organization. Nobody can edit or delete this role. The owner can transfer their ownership by editing organization members.
- 管理者 Admin: The organization grants members with this role full access to manage the organization. Nobody can edit or delete this role.
- 會計 Accountant: Members with this role have "Organization Business Information" and "Event Report" permissions.
Event Permissions
Event Dashboard → Event Permission → Role Management includes different "permissions" as below; with these permissions, you can:
- Edit Event: Edit the event's details, such as event name, event time, and description.
- Attendee Information: View and export the complete registration information, including all the forms' data collected while users register for the event; also, edit the attendee information in orders.
- Register: Access part of the attendee information, especially for "Check-in" purposes. The default permission for the "Check-in" counter role member.
- Order Management: Access order details, edit part of orders information (e.g., Contact Person Information), add order notes, cancel orders, export complete order information, etc.
- Sales Overview: Access the overview of sales or registration which can help you to monitor your selling status.
- Seat Map: View the seat map. (if the event is hosted in a physical venue and seats are created).
- Event Location Setting: Edit only information related to the event location, such as physical venue location details, online event player page details, and online event settings. (Reminder: if you'd like to modify "Event Type," which requires permission to publish/unpublish an event, you'll need "Edit Events" permission.
- Live Event Control: Operate the KKTIX Live online event, such as controlling the chat room, preview stream, or starting formal streaming.
Event Dashboard → Event Permission → Role Management includes several "default event roles," and these roles are:
- 管理者 Admin: The organization grants members with this role full access to manage the event. Nobody can edit or delete this role.
- 活動建立者 Event Creator：We will automatically grant the member who create events this role. Members with this role have “Edit Event” and “Event Location Setting” permission.
- 會計 Accountant: Members with this role have "Order Management" ,”Seat map” and “Sales Overview” permission.
- 簽到櫃檯 Check-in: Members with this role have "Register" permission.
- 線上活動廠商 Streaming Producer: Members with this role have "Live Event Control" permission.
- 線上活動編輯 Live Event Curator: Members with this role have "Event Location Setting" and "Live Event Control" permission.
To create a new role, you can first name the role (for example, event planner), then check the permissions to be granted, and click the "Save" button in the last column. Please note that you must select at least one permission for each role.
Once you have designated the permission, you can invite others to join the organization/event in the "Organization/ Event Members" area and manage or edit the member list.