Introducing custom member roles and privileges

Introducing custom member roles and privileges

A team isn't always the same when it comes to its members' roles and responsibilities. This is especially true in the event world.
 
Given the wide range of event types, distinctive roles that fit the shoes of every event member in the team are definitely needed. Say you would like to restrict the decisions made for branding your event to just a few people in your team. Or perhaps you only want the event organizers taking care of ticket payments for events. You can easily manage these needs by making specific roles to control who can see and do what.

With this in mind, we'd like to introduce custom roles in Backstage to help you provide permission or let you control access for everything in your event. This way the members in your team can obtain the relevant data needed to perform their tasks without being overwhelmed with too much information.




Default roles

First let's talk about default roles. Default roles are assigned to each person in Backstage based on how they are onboarded or the level they are invited to manage. For instance, if you create a portal, you will be assigned the role Portal Owner by default. If you are invited to an event, you are given the Organizer role for that event.



All these default roles have preset permissions that cannot be modified but can be viewed at any time in the Roles and Privileges tab inside the Settings tab of your portal. Team members can use Backstage based on the privileges that are enabled for their role.


Custom roles

Backstage lets you design customized member roles. Each role can be set up with the necessary permissions to define access levels for your team in a granular way.


 
Go to the Settings tab in your portal and click the Roles and privileges tab. Here you can create a custom role and give a unique name to suit the set of duties that the people with this role can perform—a name that your team members can understand. Next, clone the list of permissions from one of the default roles given so that you can continue to edit this list or modify it completely to fit your requirements.
​

Manage custom roles



After a custom role is created, you can edit its name as well as modify its privileges whenever you need to limit or extend the access level for a specific role. You can even set the visibility of these custom roles in your event or brand.



If you do not want to use a custom role, you can delete it. Keep in mind that if there are members who are assigned with a custom role that you want to remove, simply provide a different role for those members and then delete the custom role.

Custom roles are available for everyone in the Enterprise and Ultimate plans.

Establish clear roles and responsibilities with well-defined custom roles! To get more information, check out these links in our help center:

Let us know how you were able to use this feature by commenting below. You can also start a discussion about this in our community or write to us at support@zohobackstage.com for any product-related questions.

Happy organizing!



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