Types of staff and agent roles

These instructions provide an overview of the different types of staff and agent roles within the system, detailing their permissions and scope.

Application Administrator:

• Edit personal information.
• Can view and book on series that are marked for agents.
• View the list of attendees in a system or event
• View list of bookings for the system and events.
• Access the list of scheduled or completed events
• Access the list of projects in a system.
• View the list of resources in a system or event.
• Can view schedules
• View the payment settings of the system .
• Add, edit, or delete attendees in a system or event.
• View, edit or delete attendees and change bookings.
• Schedule new events, edit event details, or cancel events.
• Can manage email templates and notifications
• Add payment settings, edit payment details
• Create new projects, edit project details, add resources to projects, or delete projects.
• Can manage projects
• Can create, edit or delete schedules
• Edit tenant data.
• Add new users, edit user information, disable users, or delete users.

Application Host:

• Edit personal information.
• View the list of attendees in a system or event
• View list of bookings for the system and events.
• Access the list of scheduled or completed events
• Access the list of projects in a system.
• View the list of resources in a system or event.

Application Manager:

• Edit personal information.
• Can view and book on series that are marked for agents.
• View the list of attendees in a system or event
• View list of bookings for the system and events.
• Access the list of scheduled or completed events
• Access the list of projects in a system.
• View the list of resources in a system or event.
• Can view schedules
• Add, edit, or delete attendees in a system or event.
• View, edit or delete attendees and change bookings.
• Schedule new events, edit event details, or cancel events.
• Can manage email templates and notifications
• Create new projects, edit project details, add resources to projects, or delete projects.
• Can manage projects
• Edit tenant data.

Project Administrator:

• Edit personal information.
• Can view and book on series that are marked for agents.
• View the list of attendees in a system or event
• View list of bookings for the system and events.
• Access the list of scheduled or completed events
• Access the list of projects in a system.
• View the list of resources in a system or event.
• Can view schedulesParagraphdeletedrag_indicatorParagraphRich Text EditorBoldItalicStrikethroughParagraphInsert tableNumbered ListBulleted ListLink to pageLink to assetLinkCodeInsert code blockInsert code blockUndoRedoSource
• Add, edit, or delete attendees in a system or event.
• View, edit or delete attendees and change bookings.Headingdeletedrag_indicatorHeading0
• Schedule new events, edit event details, or cancel events.
• Can manage email templates and notifications
• Add payment settings, edit payment details
• Create new projects, edit project details, add resources to projects, or dHeadingdeletedrag_indicatorHeading0elete projects.
• Can manage projects
• Can create, edit or delete schedules
• Add new users, edit user information, disable users, or delete users.

Project Host:

• Edit personal information.
• View the list of attendees in a system or event
• View list of bookings for the system and events.
• Access the list of scheduled or completed events
• Access the list of projects in a system.
• View the list of resources in a system or event.

Project Manager:

• Edit personal information.
• Can view and book on series that are marked for agents.
• View the list of attendees in a system or event
• View list of bookings for the system and events.
• Access the list of scheduled or completed events
• Access the list of projects in a system.
• View the list of resources in a system or event.
• Can view schedules
• Add, edit, or delete attendees in a system or event.
• View, edit or delete attendees and change bookings.
• Schedule new events, edit event details, or cancel events.
• Can manage email templates and notifications
• Create new projects, edit project details, add resources to projects, or delete projects.
• Can manage projects