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Advice and answers from the Event Temple Team

Search results for:managing users
Managing Users & Roles
Learn how to add, edit, and remove Users, and understand how different Roles affect access… Managing Users Across a Chain… Update Another User
How Do I Find a Users Email?
More information on Managing Users & Roles… An Admin or a Chain Admin can view user information by going to Settings > Organization > Users & Roles… To see deactivated users, click the "Show Deactivated" toggle icon
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 Add a New User to my Event Temple Account?
Learn how to add new users in Event Temple for single properties or chains. Assign roles and permissions, and ensure you have administrative access before creating accounts… with administrative permissions can add new users… email is valid Contact Event Temple support if you run into issues More information on Managing
What Happens to Workflows When Deactivating a User
Learn what happens to workflows when deactivating a user in Event Temple. Incomplete workflows stay assigned to the user, so reassign tasks individually to avoid automation issues. Deleting a user permanently removes their record… Guide to Managing Users in Event Temple More Information on Workflows… [Inline Video] Important: Batch updating assigned users does not reassign workflow tasks
How to Add a Read-Only User to Your Event Temple Account
Learn how to add a read-only user in Event Temple. Assign view-only permissions, let team members see bookings, reports, and documents, while controlling edits and ensuring seat limits are managed efficiently… Managing Users in Event Temple… Go to Settings → Organization → Users & Roles Click + New User Enter user info Click
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