Tips and Tricks 9: Custom privileges for individual team members

Hello everyone,

Today we're going to look at how to customize roles and privileges for each individual team member. Why would you need to do this? Well, even if your business's job roles have been customized for your organization at large, they still might not fit every member of your team. For example, you might have a “jack-of-all-trades", an employee who is two steps above staff and one step below manager, or a volunteer who wears multiple hats. In such cases, it’s a lot simpler to modify just their role and privileges than create a brand new custom role for them in Backstage. Not only is the latter too much work, it also adds to the clutter.

So how do you do this? First, assign them one of the existing default or custom roles in Backstage. Then go to the member listing page based on their role’s access-level:

For portal-level team members: The Team tab in the top bar of your portal
For brand-level team members: The Brand tab in your portal’s Settings page
For event-level team members: The Team tab in your event’s Manage dashboard

Once there, click the dropdown to the right of their name and select Customize access to modify their privileges.

Also, you can only customize the privileges of a member within a particular access-level. For example, if you add Jordan to your team as an event organizer, you can only give her privileges on an event-level. For Jordan to have access to brand privileges, she has to be assigned a brand-level role.

We hope this tip will be useful for you. Feel free to share your thoughts in the comments below.

Visit our help center for more information on using Backstage. Have questions or feedback? Send us an email to support@zohobackstage.com.

Happy organizing!

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