Permission

Function

AI - Smart Reply - Mobile

Allows users to use Smart Reply follow-up feature.

Automation

Allows users to create workflows that can be used along with capture forms.

Bulk Actions

Allows users to take one-time fulfillment actions on prospects.

Content > Trackable Content

Allows users to upload collateral to be used in capture forms.

Delete All Prospects

Allows users to delete any prospect on the account, including leads captured using capture forms.

Delete Own Prospect

Allows users to delete their own prospects, including prospects captured using capture forms.

Fulfillment Actions

Allows users to access fulfillment actions setup and history.

Import Prospects

Allows users to import prospects, which is a function used to create attendee lists

View Prospects Not Owned by Logged in User

Allows users to view prospects owned by other users, including their submissions

Permission

Function

Edit Submission Data

Allows users to edit submissions from the web app.

Access Event Staff

Allows users to view staff on the capture form builder and change their chat status to ‘available’ or ‘not available’.

Add Elements

Allows users to add elements (fields) in capture form builders, to already created capture forms they can access. Access to capture forms is determined by the ‘Manage’ permissions below.

Capture Portal

Allows access to the capture portal, which shows post-show reconciliation submissions, errored submissions, or submissions manually sent to the capture portal.

Change Event Visibility

Allows users to change event visibility, i.e. public, shared, and private.

Create Event Form

Allows users to create capture forms

Note: creating a capture form consumes one of your capture form licenses.

Create Event Form from Template Only

Allows users to create capture form templates.

Edit Default

Allows users to edit default values of capture form fields.

Edit Elements

Allows users to edit elements (fields) that are already created and saved in a capture form builder.

Edit Events

Allows users to edit the settings in the ‘Properties’ and ‘Style’ tabs inside a capture form builder.

Event Dashboard / Mobile Analytics

Allows users to access the event dashboard, both from the web app and the mobile app.

Export Submissions

Allows users to export submissiosn from the web app.

Import Event Leads

Allows users to import submissions to the capture form from the web app.

Manage permissions: are permissions that give view access. They do not give edit access.

Manage All Event Templates

Allows users to view all capture form templates

Manage All Events

Allows users to view all capture forms (private and public)

Manage Assigned Access Events

Allows users to view events that they have mobile app access to.

Manage Event Templates with Assigned Labels

Allows users to view templates with labels that the users are assigned to.

Manage Events with Assigned Labels

Allows users to view capture forms with labels that the users are assigned to.

Manage Groups

Unused permission

Manage Invitations/Devices

Allows access to the invitations page, along with the devices page.

Manage Owned Events (All)

Allows a user to view events owned by themselves, including public, shared, and private.

Manage Owned Events (Private Only)

Allows a user to view events owned by themselves that are set as private.

Manage Public/Shared Events

Allows users to view public capture forms and shared event forms that they have share access to.

Mobile app permissions: are permissions that control access to mobile app features.

Mobile App - Activations

Allows viewing and playing activations in the mobile app.

Mobile App - Admin Access

Shows the ‘Admin’ section on the mobile app (from the burger menu).

Mobile App - Send Invites

Allows users to invite users to use the app while assigning them access to an event. Note: This permission is only functional when the user has the ‘Mobile App - Admin Access’ permission.

Mobile App - View Auth Codes

Allows users to view auth codes inside the app. Note: This permission is only functional when the user has the ‘Mobile App - Admin Access’ permission

Mobile App - Connect on Linkedln

Allows users to use the ‘Connect on Linkedin’ feature

Mobile App - Edit other users submissions

Allows users to edit other users’ submissions.

Mobile App - Edit own submissions

Allow users to edit their own submissions.

Mobile App - Export

Allows users to export leads from the mobile app (leads only visible to them).

Mobile App - Open other users submissions in view mode

Gives users the ability to tap on leads submitted by another user and open open the submission to view all the submitted details.

Mobile App - Open own submissions in view mode

Gives users the ability to tap on leads submitted by themselves and open the submission to view all the submitted details.

Mobile App - View other users submissions

Allows users to view leads captured by other users.

Mobile App - View own submissions

Allows users to view leads captured by themselves.

Other permissions

Remove Elements

Allows users to remove elements (fields) that are already added and saved to a capture form from the capture form builder.

Reset All Events Data

Allows users to reset event data for all events (clear submissions and prospects) before the start date of the event.

Note: taking the reset action does not delete prospects from the system, but just removes their submissions on the form.

Reset Own Events Data

Allows users to reset event data for events owned by the user (clear submissions and prospects) before the start date of the event.

Note: taking the reset action does not delete prospects from the system, but just removes their submissions on the form.

View Auth Codes

Allows users to view auth codes from the invited users list.