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Set up Releventful User Roles / User Types
Set up Releventful User Roles / User Types
Releventful Support avatar
Written by Releventful Support
Updated over a week ago

Releventful User Roles / User Types

Releventful supports 8 user roles to give you control over what your employees have access to in their account.

  1. Contractor

  2. Event

  3. Invoice

  4. Sales

  5. Calendar Only (Professional Plan Only)

  6. Scheduling Role (Professional Plan Only)

  7. Admin

  8. Account Owner

  9. Inventory Read

  10. Inventory Read/Write

Contractor Role

Permission Area

Access

Reporting

No

Event Calendar

View their events

Request Time Off

Yes

Event Portal Management

Only their events

Event Portal Permissions

Full access

Edit Event Details

Only their events

Add/Remove Portal Employees

No

Add/Remove Event Clients

Yes

Add/Remove Event Contacts

Yes

Sales Pipeline

Only their pipelines

Song Management (DJ Add-On)

Yes

Portal Template Edit

No

Package Template Edit

No

Add-On Template Edit

No

Payment Schedule Edit

No

Email Template Edit

No

Lead Form Template Edit

No

Proposal Template Edit

No

Contract Template Edit

No

Contact Edit

No

Contract Create

No

Add Event

No

Add Invoice to Event

No

Add Invoice without an Event

No

Employee Scheduling

No

Inventory Access

No

Event Role

Permission Area

Access

Reporting

No

Event Calendar

View their events

Request Time Off

Yes

Event Portal Management

Only their events

Event Portal Permissions

Edit Event Details

No

Add/Remove Portal Employees

No

Add/Remove Event Clients

No

Add/Remove Event Contacts

No

Sales Pipeline

None

Song Management (DJ Add-On)

Yes

Portal Template Edit

No

Package Template Edit

No

Add-On Template Edit

No

Payment Schedule Edit

No

Email Template Edit

No

Lead Form Template Edit

No

Proposal Template Edit

No

Contract Template Edit

No

Contact Edit

No

Contract Create

No

Add Event

No

Add Invoice to Event

No

Add Invoice without an Event

No

Employee Scheduling

No

Inventory Access

No

Invoice Role

Permission Area

Access

Reporting

Yes

Event Calendar

Yes

Request Time Off

Yes

Event Portal Management

No

Event Portal Permissions

None

Edit Event Details

All events

Add/Remove Portal Employees

No

Add/Remove Event Clients

Yes

Add/Remove Event Contacts

No

Sales Pipeline

None

Song Management (DJ Add-On)

No

Portal Template Edit

No

Package Template Edit

Yes

Add-On Template Edit

Yes

Payment Schedule Edit

Yes

Email Template Edit

No

Lead Form Template Edit

No

Proposal Template Edit

No

Contract Template Edit

Yes

Contact Edit

Yes

Contract Create

Yes

Add Event

No

Add Invoice to Event

Yes

Add Invoice without an Event

Yes

Employee Scheduling

No

Inventory Access

Yes

Sales Role

Permission Area

Access

Reporting

Yes

Event Calendar

Yes

Request Time Off

Yes

Event Portal Management

Only unbooked events

Event Portal Permissions

Full access to unbooked events

Edit Event Details

Yes

Add/Remove Portal Employees

No

Add/Remove Event Clients

Yes

Add/Remove Event Contacts

Yes

Sales Pipeline

Yes

Song Management (DJ Add-On)

No

Portal Template Edit

Yes

Package Template Edit

No

Add-On Template Edit

No

Payment Schedule Edit

Yes

Email Template Edit

Yes

Lead Form Template Edit

Yes

Proposal Template Edit

Yes

Contract Template Edit

Yes

Contact Edit

Yes

Contract Create

Yes

Add Event

Yes

Add Invoice to Event

Yes

Add Invoice without an Event

Yes

Employee Scheduling

No

Inventory Access

No

Calendar Role Only (Scheduling Add-On Only)

Permission Area

Access

Reporting

No

Event Calendar

View scheduled events

Request Time Off

Yes

Event Portal Management

No

Event Portal Permissions

None

Edit Event Details

No

Add/Remove Portal Employees

No

Add/Remove Event Clients

No

Add/Remove Event Contacts

No

Sales Pipeline

No

Song Management (DJ Add-On)

No

Portal Template Edit

No

Package Template Edit

No

Add-On Template Edit

No

Payment Schedule Edit

No

Email Template Edit

No

Lead Form Template Edit

No

Proposal Template Edit

No

Contract Template Edit

No

Contact Edit

No

Contract Create

No

Add Event

No

Add Invoice to Event

No

Add Invoice without an Event

No

Employee Scheduling

No

Inventory Access

No

Scheduling Role

Permission Area

Access

Reporting

No

Event Calendar

No

Request Time Off

No

Event Portal Management

No

Event Portal Permissions

No

Edit Event Details

No

Add/Remove Portal Employees

Yes

Add/Remove Event Clients

No

Add/Remove Event Contacts

No

Sales Pipeline

No

Song Management (DJ Add-On)

No

Portal Template Edit

No

Package Template Edit

No

Add-On Template Edit

No

Payment Schedule Edit

No

Email Template Edit

No

Lead Form Template Edit

No

Proposal Template Edit

No

Contract Template Edit

No

Contact Edit

No

Contract Create

No

Add Event

No

Add Invoice to Event

No

Add Invoice without an Event

No

Employee Scheduling

Yes

Inventory Access

No

Admin Role

Permission Area

Access

Reporting

Yes

Event Calendar

Yes

Request Time Off

Yes

Event Portal Management

Yes

Event Portal Permissions

Yes

Edit Event Details

Yes

Add/Remove Portal Employees

Yes

Add/Remove Event Clients

Yes

Add/Remove Event Contacts

Yes

Sales Pipeline

Yes

Song Management (DJ Add-On)

Yes

Portal Template Edit

Yes

Package Template Edit

Yes

Add-On Template Edit

Yes

Payment Schedule Edit

Yes

Email Template Edit

Yes

Lead Form Template Edit

Yes

Proposal Template Edit

Yes

Contract Template Edit

Yes

Contact Edit

Yes

Contract Create

Yes

Add Event

Yes

Add Invoice to Event

Yes

Add Invoice without an Event

Yes

Employee Scheduling

Yes

Inventory Access

Yes

Account Owner Role

Permission Area

Access

Reporting

Yes

Event Calendar

Yes

Request Time Off

Yes

Event Portal Management

Yes

Event Portal Permissions

Yes

Edit Event Details

Yes

Add/Remove Portal Employees

Yes

Add/Remove Event Clients

Yes

Add/Remove Event Contacts

Yes

Sales Pipeline

Yes

Song Management (DJ Add-On)

Yes

Portal Template Edit

Yes

Package Template Edit

Yes

Add-On Template Edit

Yes

Payment Schedule Edit

Yes

Email Template Edit

Yes

Lead Form Template Edit

Yes

Proposal Template Edit

Yes

Contract Template Edit

Yes

Contact Edit

Yes

Contract Create

Yes

Add Event

Yes

Add Invoice to Event

Yes

Add Invoice without an Event

Yes

Employee Scheduling

Yes

Inventory Access

Yes

Inventory Read

Permission Area

Access

Reporting

No

Event Calendar

No

Request Time Off

No

Event Portal Management

No

Event Portal Permissions

No

Edit Event Details

No

Add/Remove Portal Employees

No

Add/Remove Event Clients

No

Add/Remove Event Contacts

No

Sales Pipeline

No

Song Management (DJ Add-On)

No

Portal Template Edit

No

Package Template Edit

No

Add-On Template Edit

No

Payment Schedule Edit

No

Email Template Edit

No

Lead Form Template Edit

No

Proposal Template Edit

No

Contract Template Edit

No

Contact Edit

No

Contract Create

No

Add Event

No

Add Invoice to Event

No

Add Invoice without an Event

No

Employee Scheduling

No

Inventory Access

View Only access of the Inventory Management Menu

Inventory Read/Write

Permission Area

Access

Reporting

No

Event Calendar

No

Request Time Off

No

Event Portal Management

No

Event Portal Permissions

No

Edit Event Details

No

Add/Remove Portal Employees

No

Add/Remove Event Clients

No

Add/Remove Event Contacts

No

Sales Pipeline

No

Song Management (DJ Add-On)

No

Portal Template Edit

No

Package Template Edit

No

Add-On Template Edit

No

Payment Schedule Edit

No

Email Template Edit

No

Lead Form Template Edit

No

Proposal Template Edit

No

Contract Template Edit

No

Contact Edit

No

Contract Create

No

Add Event

No

Add Invoice to Event

No

Add Invoice without an Event

No

Employee Scheduling

No

Inventory Access

Edit access of the inventory items

Adding a user role to an employee

To add a role to the employee start typing the role name in the User Roles text area and click on the Role to select it.

Removing a user role from an employee

To remove a user role from an employee, click on the X on the added user role to remove it, then Save your changes.

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