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Advice and answers from the Event Temple Team

Search results for:managing users
User Roles & User Management
Learn about Event Temple user roles, how to add, edit, deactivate, or delete users, seat limits, and managing users for single properties or chains… Managing Users Across a Chain… Only users with administrative permissions can add new users
How Can I Adjust my BCC/Forwarding Address?
Note: Only Admin Users can manage Users More Information on Managing Users… The email is for users, and is not visible to guests when sending emails from Event Temple… When Users leave it is best practice to Deactivate the old User and create a new one; rather than editing
How Do I Change the Billed Organization for a User?
Updating a user’s Billed Organization ensures that invoices, permissions, and reporting are correctly aligned with the right property or account within your organization… Open the Users Page Under the Organization section, select Users… Managing Users & Roles
Can I Delete a User in Event Temple?
Yes—Event Temple allows you to both delete and deactivate Users… Deactivate a User… Delete a User
Masterclass: Settings
This masterclass was designed to help Event Temple users build confidence navigating key system settings and discover ways to save time and streamline day-to-day operations… 4. Managing Users, Roles & Permissions… Learn how to: Add and manage team members
Settings Overview
It’s designed to give you full control over your account setup — from managing users and templates to… Users: Add or remove team members and assign roles or permissions
Managing Pipelines
The default Pipeline is what will be shown first for all users when viewing the Pipeline page
Introduction To Accounts
Learn about managing companies in Event Temple… Owner – The Event Temple user responsible for managing this Account… Key Account Tracking: Used for managing Volume Rates and Room Pickups (if enabled)
Custom User Roles
Create and manage custom user roles in Event Temple to define permissions, control access, and tailor user capabilities across your property or chain. Learn how to build roles, assign them to users, and verify permissions… User Roles Overview… Assigning a Role to a User
Managing Notification Emails for Intake Forms
Learn how to set and manage who receives notifications from Intake Forms, including adding multiple users and configuring submission alerts for Bookings, Documents, and payments… To notify additional users:… who receives notifications when a guest submits an Intake Form, including sending emails to multiple users