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 > Organization > Users.
  • Click Add User.
Assign the Event Manager Role
  • In the User Type selection, choose Event Manager instead of Standard User.
  • Fill in the user details.

Set Permissions
  • Event Managers have limited permissions
  • 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 (Events > Manage Events > Open Events)
  • Select the event you want to assign an Event Manager and click the Select Action menu

Select Event Info from the event menu

  • From the Event Info page on the event - click Set Event Managers
  • Select the Event Manager from the available list.
  • Click Save & Close.
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Enabling Report Access for Event Managers
By default, Event Managers do not have access to all event 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.
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Note: Event Managers cannot access the Custom Sales Report Builder (the “Custom Report” permission only applies to reports created by our development team).
However, you can share a custom sales report with them by opening the report, clicking the gear icon, and using the email/alert feature. While they won’t be able to edit the report, they will receive an email with a link to view it. Report Sharing / emailing
Event Manager Views & Capabilities

  • When an Event Manager logs in, they will see:
  • All assigned events in the Manage 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.
This video covers:

  • Setting up Event Manager profiles
  • Assigning Event Managers to events
  • Enabling reports for Event Managers
  • Showing the Event Manager view when signed in.