Permissions by module
A role is a set of switches, grouped by module. This page lists the groups you’ll find on the Permissions tab of Event Team, what actions each one has, and how a role ends up seeing or not seeing a page. For the roles themselves and how to build one, see Invite and manage event team members.
How a role works
Section titled “How a role works”- Default roles can’t be edited. Duplicate one and change the copy, or choose Create new role and start with everything off. All On and All Off are shortcuts.
- Each switch stands alone. Turning on a create, update or delete switch doesn’t turn on the view switch. Give view whenever you give any other action in a module, or the person has nothing to open.
- Changes save as you make them.
- A session filter narrows a Session Manager role to certain tracks or forms. It doesn’t add permissions. See Roles with a session filter.
What each module offers
Section titled “What each module offers”The grid groups switches by module, with a count such as Sessions 3/6 on each group. The actions below come from the permission set the product checks. Most modules have view, add, edit and delete. The extra actions are the ones worth knowing about.
| Module | Actions beyond view, add, edit and delete |
|---|---|
| Sessions | The sessions list and profiles. See the grid for the exact set on your event. |
| Speakers | Export, and managing speaker fields. |
| Contacts | Export, managing fields, managing global fields, seeing a person’s own value, and creating, editing and deleting saved views. |
| Sponsors, Exhibitors | The same record actions. Contact assignment, portal access and tasks need the full Sponsors Pro or Exhibitors Pro module on the event. See Create sponsor groups & contacts. |
| Evaluation Plans (the review plans) | Can promote sessions, viewing assigned reviews, exporting. A custom role needs Can view sessions to use any of them except viewing assigned reviews. |
| Submission forms (Program → Forms) | View, add, edit and delete. Duplicating a form needs the add permission. |
| Program settings | View, add, edit and delete. |
| Agenda | View, and managing drafts. |
| Embeds, Files | View, add, edit and delete. |
| Portals, Portal tasks | View, add, edit and delete. Portals also has impersonate, which is what Preview as reviewer in portal needs. |
| Reports | View, add, edit and delete for reports, and the same four for dashboards, plus Ask access to reports. |
| Emails | View, managing email templates, and the campaign actions: view, create, send, edit and delete. |
| Registration, Marketing | Their own module permissions. |
| Credit Claiming | View, and manage. The two Credit Claiming roles use only this. See Credit Claiming roles. |
| Contracts | View, add, edit and delete. See Contracts permissions. |
| Users | Seeing the team, inviting, and editing or removing users all sit under one manage users permission. |
| History | View. |
| Settings | Event and organization settings. |
What disappears from the sidebar
Section titled “What disappears from the sidebar”Turning off a module’s view switch hides its page from the event sidebar for these:
- Sessions (and History, which follows it)
- Speakers
- Sponsors and Exhibitors
- Contacts (People)
- Portals
- Reports
- Event Team (from the manage-users permission)
Everything else stays in the sidebar. The page opens, and the actions inside it are blocked, or buttons are disabled with a tooltip that names the missing permission.
Hide Publish (or another module) from a role
Section titled “Hide Publish (or another module) from a role”The sidebar only hides the pages in the list above. Publish isn’t on it, so there is no role setting that removes Publish from the sidebar. To stop a role changing it, build a custom role with the Embeds and Files switches for edit, add and delete turned off, and leave view on only if they need to look.
Check the result before you rely on it: open the Event Team row for a test user with that role, and see what they can open. If you need the whole Publish group hidden from a role, tell your Customer Success Manager so it is raised as a request.
A role is missing from the invite list
Section titled “A role is missing from the invite list”Default roles that your plan or event doesn’t use may not appear when you invite someone. Open the Permissions tab and confirm the role exists there, then try inviting from Event Team again. If a default role shows on the Permissions tab but not in the invite picker, contact support@sessionboard.com with the role name and event.