Custom roles are useful when the built-in roles are too broad. They let you match permissions to a real job. A gate supervisor might need check-in access, but not billing. A finance colleague might need payment reports and invoices, but not application decisions.
Good custom role examples
- Finance Viewer: view events, participants, payments, invoices, exports, and documents without changing event setup.
- Compliance Reviewer: view and manage compliance documents without touching billing or user access.
- Transport Dispatcher: view and manage transport, optimise routes, review assignments, and generate job sheets.
- Ticketing Desk: view ticketing, sell or resend orders, check in tickets, and process refunds only if that is part of the job.
- Site Planner: view and manage site plans without changing finance, billing, or account settings.
Create a custom role
Open Roles & Permissions
You need the manage roles permission.
Enter a clear role name
Use a name that describes the work, not the seniority.
Select permissions
Tick only the permissions the role needs. Include view permissions where the person needs to inspect records.
Save the role
The role becomes available for new invitations and existing team members.
Maintain custom roles
- Review custom roles before large events or staff changes.
- Remove permissions that are no longer needed.
- Move users to a different role before deleting a custom role.
Permission changes can affect access immediately. Avoid editing a widely used role during live event operations unless the change is deliberate.
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