User Group Templates allow you to control which venues and how much event information a user can see. Each user has access to one template.
In this article:
Add a User Group Template
- Click your name in the upper-right corner and select Administrator.
- In the left sidebar, select User Group Templates and click Add Template.
- In the name field, add the name of the group
- In the description field, add a description of the group. This can include who should be given access to the group.
- Add the group's permissions for venues:
- If a venue and its spaces should be visible to users in the group, toggle Show Calendar to Yes.
- In the Access Level drop down, select what access the group should have to event details:
- All Event Details: the event name and all event details will be display.
- Status Only: An avails view with more detail. Each hold/event will display separately, and holds originating from Elite will display their hold rank (Hold 1, Hold 2, and so on). Users will also see start and end time, event type, category (Enterprise only), and genre (Elite only).
- Availability Only: An avails calendar showing only distinct statuses — if there are three holds and two confirmed events on a day, two blocks (one "Hold" and one "Confirmed") will display.
- When all information has been added, click Save.
View User Group Template Information
Click the group's row on the User Group Templates page. A details slider will open on the right, allowing you to view the group details and permissions.
From this slider you can click Edit Template to edit the group's information or click the X in the upper right corner to close it.
Edit a User Group Template
To edit a group:
- Click your name in the upper-right corner and select Administrator.
- In the left sidebar, select User Group Templates and click the pencil by the group you wish to edit.
- Update the group details and permissions as needed.
- When all changes are complete, click Save.