With Eventdrive, you can assign roles to your attendees to give them certain permissions.
In this article, you'll find a full description of the Guests manager role.
Use of the guests manager role
Where to find this role, and what rights are associated with it
What functionality is available for a Guests manager?
Guests manager role use cases
The Guest Manager role is used when you want to provide restricted access to certain users.
These users will specifically have access to:
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A personalized list of attendees, corresponding to the attendees they have personally invited
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The ability to download a spreadsheet of their attendees
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A progress overview of their invitations, by attendee
You can grant additional permissions:
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Access to the global list of attendees
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The ability to send campaigns to attendees
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Viewing emails already created by an event manager
The main use cases for this role are as follows:
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Giving your sales representatives access to the platform so they can track RSVP responses in real time and follow up with attendees if needed
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Giving your service providers (caterers, hotels, agencies) access to the platform so they can monitor the number of bookings
Where to find this role, and what permissions are associated with it
To find and assign this role, go to the Organization Settings in the Eventdrive back office.
Once in the Members section, click the small gear icon to the right of a user to change their role.
Features Available to a Guest Manager
A member with the Guest Manager role and minimum permissions granted will have a limited view of the back office options.
Only the "Invite → Attendees" menu will be visible.
Within this menu, the user will only be able to see their personal list of attendees.
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The "Attendees" tab is not displayed or accessible.
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The "My Attendees" tab allows them to:
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Manually invite new attendees to an event
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Import attendee lists
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Export their information
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The "Groups" tab is not available.
A member with the Guest Manager role and maximum permissions granted will have a broader view of the back office options.
The "Invite" menu will give them access to the following submenus:
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Emails
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Attendees
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Campaigns
In the Attendees submenu, the user will be able to view:
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The full list of attendees
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The list of attendees they have personally invited
In the "Attendees" tab, they can only view the list and cannot edit it.
The "My Attendees" tab allows them to:
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Manually invite new attendees to an event
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Import attendee lists
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Export their information
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Send a campaign
Illustrations:
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Guest Manager View
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Guest Manager View with Additional Permissions
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Event Manager View
Guests manager view
Guest manager view with additional permissions
Event manager view