Understanding User Roles in Eventably
Eventably supports multiple user roles to ensure that event operations are secure, collaborative, and controlled. Different account types allow attendees, organizers, and team members to participate in the platform with the correct permissions.
This guide explains the roles and how to assign them inside the product using real UI flows from the platform.
Default User Role — Attendee
Every new Eventably account begins as an attendee.
Attendees can:
- Register for events
- Buy tickets
- View event pages
- Join waiting lists
- Manage orders and refunds
- Access their purchased tickets from Orders
No organizer permissions are granted until an attendee creates or joins an organization.
Becoming an Organizer
A user becomes an organizer automatically when they click:
Create an Event
Steps:
- Sign in to Eventably
- Click Create an Event in the top navigation
- Create a new organization when prompted
At that moment, your user account gains organizer permissions for that specific organization.
Organizers can:
- Configure organization-level settings
- Create and edit events
- Publish events
- Create ticket types, discounts, taxes, and activities
- Access attendee data and reports
- Add presenters and venues
- Add additional team members with permissions
No additional role elevation or approval is required.
Creating Teams and Assigning Permissions
Teams are created at the organization level, not the event level.
To add a team:
- Open your organization dashboard
- Click Teams in the left navigation menu
- Click Create Team
- Name your team (e.g., Check-in Team, Co-Organizers, Support Staff)
- Save
Adding Team Members
Once a team exists:
- Open the Teams section
- Click on the team name you want to manage
- Click Add Team Member
- Enter the team member’s email address
- Use the permission checkboxes to grant access
Permissions can include:
- Event check-in
- View event information
- View organization information
- Co-organizer permissions (select all)
- Administrative permissions
Click Save to invite the user.
They will receive an email invitation and must confirm their account before they can access the team.
How Team Permissions Work
Team permissions directly control what a user can do.
Examples:
Check-in Staff
- Access the Check-in screen
- Mark attendees as arrived
- View attendee lists
- No access to event editing or ticket setup
Co-Organizers
- Full access to event editing
- Ability to manage tickets, schedules, presenters, and reports
View Only Staff
- Can see event or organization details
- Cannot change configurations
Permission granularity makes it safe to delegate.
Editing or Removing Team Members
- Open Teams
- Select a team
- Click Edit next to any team member to adjust permissions
- Click Delete to remove access entirely
- Click Resend Invitation if the user has not accepted yet
A member does not become an organizer for all organizations — only those to which they are invited.
Presenters vs Organizers
Presenters are added when you build a schedule, not when you create a team.
To add a presenter:
- Open an Event
- Click Schedule
- Add a Schedule Item
- Click Add Presenter
- Add presenter details (name, etc.)
Presenters are:
- Displayed publicly in the event schedule
- Not granted organizer access
- Not granted dashboard access unless added to a team with permissions
This protects event operations while still showcasing speaker information.
Summary
Eventably role structure supports:
- Attendees — buy and manage tickets
- Organizers — run events and configure settings
- Team Members — operational collaborators with customizable access
- Presenters — schedule participants with public visibility but no backend access
You control these roles using Teams and Permissions, ensuring security and smooth collaboration across your event staff.