User Roles
Event Temple offers four system roles, each with different levels of access:
Read Only
Ideal for team members who need visibility but not editing rights.
Can view all Bookings, components, space availability, BEOs, and financial reports.
Cannot edit Bookings or save Custom Views.
Can view email conversation threads within a Booking, but not access the Mail page.
Regular
Can view and manage all Bookings.
Cannot access account-wide settings under Settings.
Admin
Full access to all Bookings.
Can manage everything under Settings.
Can add/remove Users and update their roles at the property level.
Unlike legacy Sales & Catering systems, you no longer need to contact support to manage Users—Admins can do it directly in Event Temple.
Chain Admin
Full access to the Chain Dashboard.
Can add Users, assign Organizations, customize fields, and grant Chain Admin privileges.
If you are part of a Chain, you will need Chain Admin Permissions in order to create and edit Intake Forms.
Adding a User
When you add a new User, they’ll receive an email with login credentials and a randomly generated password.
Go to Settings
Under Organization, select Users & Roles
Click + New User
Enter the User details:
First Name (required)
Last Name (required)
Email (required; used to log in)
Job Title
Phone Number / Mobile Number
Click Next
Click Edit & Assign a User Role → Apply
Click Create
Troubleshooting Login Emails
Check the spam/junk folder.
If blocked, whitelist notifications@eventtemplemail.com.
If still missing, have the User reset their password.
Contact support if issues persist.
👉 Tip: User details can be used in Event Temple templates via merge fields.
Modifying a User
Update Your Own Account
Users can edit their own:
Name
Email
Phone/Mobile
Profile Logo
Password
Steps:
Click your name (top-right).
Click again to open your profile.
Make changes → Save.
Update Another User
Admins can update User info, roles, and Organization access:
Go to Settings → Users & Roles
Hover over a User → click the pencil icon
Edit details → Save
⚠️ Note: Admins cannot reset other Users’ passwords.
Deactivating or Deleting a User
Deactivate
Immediately revokes access but keeps all associated data.
Can be reactivated later.
Email connections are disconnected.
Workflow Emails will pause until the Booking Assignee is updated.
Delete
Permanently removes the User.
You must reassign their data to another User before deleting.
This action cannot be undone.
Once a user is deleted, they will no longer exist in the system & there is no way to retrieve them.
Managing Users Across a Chain
Chain Admins can manage Users across all Organizations.
Add a New User
Go to Settings
From the top dropdown, select Multi-Organization
Click Users & Roles → + New User
Enter User details (same as above)
Optional: check Chain Admin
Click + Add Organization → assign Organization & Role
Apply
Repeat for multiple Organizations if needed
Add an Existing User to Another Organization
Go to Settings → Multi-Organization → Users & Roles
Hover over User → Edit
Click Add Organization
Select Organization & Role → Apply
Remove/Delete a User Across a Chain
Removing a User from an Organization requires reassigning their records.
For Chain Users, remove them from each Organization before you can fully delete them.