Event Manager profiles have restricted access compared to full users. These profiles are ideal for renters or partners who only need access to their own sales data, reports, and event-specific details—without full system permissions.

Note: Event Manager profiles have the lowest level of account access. Employees or staff of organizations are typically set up as Standard Users



Creating an Event Manager Profile


Navigate to the Users Area
  • Go to Setup > More > Users.
  • Click Add User.
Assign the Event Manager Role
  • In the role selection, choose Event Manager instead of Standard User.
  • Fill in the user details.

Set Permissions
  • Event Managers have limited permissions, mainly for Box Office and the Mobile Event Manager 2.0
  • Click the Permissions button and set the appropriate permissions.
  • Click Save & Close.

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Assigning an Event Manager to an Event

Open Events List

  • Navigate to your list of Open Events
  • Select the event you want to assign an Event Manager to.

Edit Event Info

  • From the edit event info page on the event - click Set Event Managers
  • Select the Event Manager from the available list.
  • Click Save & Close.



Enabling Report Access for Event Managers

By default, Event Managers do not have access to reports. You must enable Event Reports if you want them to view additional reports outside of the event manager report.

Go to Reports

  • Open the Reports menu.
  • Select Event Reports.

Grant Report Access

  • Event Managers can only access Event Reports.
  • Use the checkboxes to grant access to specific reports.
  • This is a global setting—it applies to all Event Managers, not on an individual basis.


Event Manager Dashboard & Capabilities


When an Event Manager logs in, they will see:
All assigned events in the OPEN EVENTS area.
✔ The ability to switch between Open and Closed events.
✔ Clicking on an event expands details, showing sales and event-specific info like the event manager report. 
✔ If permitted, they can view Orders in the top-right corner.
✔ Clicking the X next to events allows them to access Event Reports they have permission to run.


Video Guide


This video covers:
✅ Setting up Event Manager profiles
✅ Assigning Event Managers to events
✅ Enabling reports for Event Managers
✅ Showing capabilities of an Event Manager profile