Related Questions:
Create view-only user
Limit my user visibility
Add read-only users
Procedure:
If you are the administrator of a solo property, follow these steps:
Click on Settings on the left-hand side of Event Temple
Select Organization
Click on Manage Users
Click on Add User at the top of the screen
Input the appropriate information for the User in the fields
Find the appropriate Organization in the Organization list, and click edit
Click the Role drop-down and select Read Only
Click Ok
Click Save
Have the user follow the steps emailed to them
If you are an administrator on a Chain or Ownership Group account, follow these steps:
Click on your name at the top-right of Event Temple
Select Manage Chain from the drop-down
Select Users on the left-hand side
Click on Add User at the top of the screen
Find the appropriate Organization in the Organization list, and click edit
Click the Role drop-down and select Read Only
Click Ok
Click Save
Have the user follow the steps emailed to them
Additional Information
Users can see all Bookings & their components but cannot edit any of them. This role is great for team members that may need to see space availability, BEO's or financial reports, but don't require day-to-day access to manage Bookings.
Users can access filters and columns as well as shared custom lists/reports, but cannot save or override any custom views/reports. Reports can be exported by Read-Only Users.
Documents can be viewed, but not edited, regardless of the status. Documents can be downloaded/exported.
They can view an email conversation thread on a Booking, but will not have access to the 'Mail' page (usually accessed from the sidebar).
A Task can be assigned to a Read Only User, however as they don't have access to make updates in the system they cannot currently mark them as complete. This means that a regular or admin will need to mark them of on their behalf as needed.