Understanding User Roles and Permissions

TicketFlo offers different user roles with varying levels of access.

User Roles

Owner

• Full access to all features
• Can delete the organization
• Manages billing and subscriptions
• Cannot be removed by other users

Admin

• Nearly full access to all features
• Can manage team members (except owner)
• Access to settings and integrations
• Cannot delete the organization

Editor

• Can create and edit events
• Access to analytics
• Cannot access billing or settings
• Cannot manage team members

Viewer

• Read-only access
• Can view events and analytics
• Cannot create or edit events
• Cannot access sensitive settings

Permission Matrix

| Feature | Owner | Admin | Editor | Viewer | |---------|-------|-------|--------|--------| | Create Events | ✓ | ✓ | ✓ | ✗ | | Edit Events | ✓ | ✓ | ✓ | ✗ | | Delete Events | ✓ | ✓ | ✗ | ✗ | | View Analytics | ✓ | ✓ | ✓ | ✓ | | Manage Billing | ✓ | ✓ | ✗ | ✗ | | Manage Team | ✓ | ✓ | ✗ | ✗ | | Integrations | ✓ | ✓ | ✗ | ✗ | | Settings | ✓ | ✓ | ✗ | ✗ |

Inviting Team Members

1. Go to the Users tab in your dashboard
2. Click Invite User
3. Enter their email address
4. Select their role
5. Click Send Invitation

The team member will receive an email with instructions to set up their account.

Changing User Roles

Owners and Admins can change user roles:

1. Navigate to the Users tab
2. Find the user you want to modify
3. Click the role dropdown
4. Select the new role
5. Confirm the change

Removing Team Members

To remove a team member:

1. Go to the Users tab
2. Find the user
3. Click Remove
4. Confirm the removal

Removed users lose access immediately.

Best Practices

• Assign roles based on job responsibilities
• Regularly review team member access
• Remove users who no longer need access
• Use the Viewer role for stakeholders who only need to see data
• Limit Admin access to trusted team members