Roles and Privileges
Give your team members access to Backstage so they can assist you in planning and hosting your events. By getting them on this platform, you can manage your team better, make the job easier for them, streamline all processes in the event, and ensure that everyone is on the same page. You can set different permission levels based on their roles in your team and only give them access to the features and options that are necessary for them.
View default roles
There are eight default roles of varying permission levels available in Backstage. The roles are categorized into three ranks, based on the level of authority – portal, brand, and event – with different roles under each level. The default roles in Backstage are:
- Portal owner
- Portal admin
- Brand owner
- Brand admin
- Brand organizer
- Event owner
- Event organizer
- Event staff
When onboarding team members, you can select one of the available roles and give that person access to all the features permitted for the role.
- Go to Portal Settings > Portal Members, from the Portal page.
- Click the Roles and Privileges tab. All the default roles will be displayed.
- Click the View Privileges button beside each role to view the permissions assigned to members within that role.
Note: The default roles cannot be edited or deleted.
Create a custom role
Design custom roles to match the specific duties of your team members. Customize the existing roles to create new roles with different permission levels and privileges.
- Go to Portal Settings > Portal Members, from the Portal page.
- Click the Roles and Privileges tab. All the default roles will be displayed.
- Click the Create Custom Role link in the top-right corner. The Create Custom Role dialog box will appear.
- Enter a name for the role in the Role name text box.
- Choose a default role that you want to duplicate from the Clone from dropdown.
Note: The default roles portal owner, brand owner, and event owner cannot be cloned. - Click the Create button. All the privileges available for that level will be displayed.
- Choose the privileges for the custom role.
- Use the toggle to enable or disable that feature for that role.
- Use the checkboxes to select which actions members of that role can perform for each feature.
- Click the Save button.
To edit a custom role's name
- Go to Portal Settings > Portal Members, from the Portal page.
- Click the Roles and Privileges tab. All the default roles will be displayed.
- Click the dropdown to the right of the custom role.
- Select the Update Role Name option. The Update Role Name dialog box will appear.
- Edit the name of the custom role in the Role Name textbox.
- Click Update.
To edit a custom role's privileges
- Go to Portal Settings > Portal Members, from the Portal page.
- Click the Edit Privileges option for a custom role. All the privileges will appear.
- Modify the privileges for the custom role.
- Click Save.
To delete a custom role
- Go to Portal Settings > Portal Members, from the Portal page.
- Click the Roles and Privileges tab. All the default roles will be displayed.
- Click the dropdown for a custom role and select the Delete Custom Role option. The Delete Custom Role dialog box will appear.
- Click Delete.
Customize the privileges of portal members
Tailor the privileges and permissions for each individual member of your portal, and restrict their access to the feature they need to perform their tasks in Backstage. These customizations will only apply to that member, and will not affect other members in the user role.
- Go to Portal Settings > Portal Members, from the Portal page.
- Click the Portal Members tab.
- Click the dropdown to the right of the member whose privileges you want to change.
- Select the Customize access option. All privileges available for that role will be displayed.
- Choose the privileges you want that member to have.
- Use the toggle to enable or disable that feature for that role.
- Use the checkboxes to select which actions members of that role can perform for each feature.
- Click the Save button on the top-right corner.
Note: Privileges can be customized for members in the default and custom user roles.
Customizable team roles is a paid feature enabled based on your subscription plan.
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