User Roles

VenueOps users are assigned different roles based on their workflow. Each role gives users access to permissions and features needed to fulfill that role. Current roles are:

  • Booker
  • Director of Sales
  • Director of Catering
  • Sales Manager
  • Director of Events
  • Event Coordinator
  • Director of Operations
  • Operations Staff
  • Calendar Viewer Only

In addition, users may have two roles. For example, if your Director of Events also acts as an Event Coordinator, they may have both roles so that they may be assigned to events and have tasks assigned to them. Any user may also have the Super Admin role in addition to their workflow role.

All roles except for Calendar Viewer will have access to Company Settings (Inventory, Price Schedules, and Task Templates).

The chart below is feature-based; for more information on how to apply these roles to the users at your venue, see this article.

You are also able to assign a user a role for each venue on your account. There is some nuance to how different roles interact on events which are booked in both venues when a user has different roles in each. Please see this article for all the fine print.

VenueOps Roles
VenueOps Features Booker Sales, DOS, DOC Events, DOE Operations, DOO Calendar Viewer
Live Entertainment
Visibility Settings
Research
Avails
Booking
Regular Events
Internal Events
Contract Approval DOS Only
Detailing
Regular Events
Internal Events
Tasks
Documents download download
Event Orders download
Exhibitor Orders download
Finance
Invoicing
Add/Edit Payments add A/R role add A/R role add A/R role
View Events
Calendar
Specialized Roles
Role Description
System Admin
Add this role to a user to allow them access to the Admin console to control account-wide settings. For details about the sys admin role and the settings they can access, please see this article.
Accounts Receivable
The accounts receivable role allows the user the ability to add, edit, and remove payments. Note that the AR role does not stand on its own - you must give a user permission to the event details page via one of the other roles. For example, if you would like to give someone in your Finance department the permission to log payments but limit their ability to change bookings, we recommend pairing the Event Coordinator + Accounts Receivable roles for them.
Calendar Viewer
A Calendar Viewer has access only to the calendar and information visible on the calendar and summary slider, including estimated and actual financials and any outstanding balance. A calendar viewer does not have access to the accounts, contacts, or events lists. A viewer is able to export the calendar to PDF, but cannot access the iCal feeds. If a user has other roles, they do not need to be assigned this role -- calendar access is included in all other roles except Super Admin.

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