Learn about user roles and permissions of your company.
When you add a user (i.e. internal team member) to your account, it will involve selecting their role.
A role is a collection of permissions that give users access to specific tools and features. You can edit user roles at any time.
Key restrictions for all roles
No matter the user role you grant, your user cannot:
- Delete Users from your account
- Add, edit, delete Hotels in the EventPipe hotels database
- Delete or modify global Hotel Room Types
- Add new hotel amenities
Permission Profiles
|
User Role |
User Can... |
|
HoCo Admin |
Has all permissions of an Inventory Manager. Additional permissions include: Company settings management allows the user to view and edit the company settings for the company account. Company user management allows the user to view, add, edit, invite and deactivate users to your company account. As the company administrator the user can edit and delete notes made by any user in the following areas: Events, Event Hotels, Groups and Reservations. As a company administrator the user can delete a non-global room type, a venue, an event company and an event. Always perform the delete action with the utmost caution. |
|
Inventory Manager |
Has all permissions of an Event Manager. Additional permissions include: Access to manage Hotel Users with the ability to remove hotel users, send hotel user invitations and grant or revoke user access to Hotel Portal. Can add and edit hotel confirmation numbers for reservations. Can export the Hotel Rooming list with payment information. Can disable customer reservation changes for events. Can send guest pre-arrival emails. Can confirm reservations off of the Waitlist. |
|
Event Manager |
Has all permissions of a Group & Reservations Manager. Additional permissions include: Search, view, add, edit and change status of Event Companies. View the contacts tab of an Event Company and add, edit and delete contacts. Search, view, add, edit and change status of Venues. View all tabs of a Venue and add, edit and delete contacts. Search and view EventPipe hotels database. View Information, Room Types and Images tabs. Access to add and edit non-global room types. For Events, the user can add, edit and change Event status. The user can also add, remove and modify the primary venue for Events. For Event Hotels, the user can add, edit, delete and change the event hotel status. The user will add, edit and remove contracted inventory blocks for the Event Hotels, manage the Event Hotel Property Policies and manage Housing Company Policies. When managing Event Hotels, the user can view and add Hotel Users. |
|
Group & Reservations Manager |
User has all permissions of a Group Specialist user. For reservations, the user can mark reservations with the “Waive Cancel Fee” option. |
|
Group Block Specialist |
User has all permissions of a Basic User. In addition, the user can export the following reports: Event Pick-up report, Group Block list, Group Room List, and Reservations list. For Event Hotels the user can add and edit contracted inventory. For Group Blocks the user can edit held inventory for the group and edit group information including group release date. |
|
Basic User |
Search, view and access Events. View all tabs of an Event and add Event notes. Search, view and access Event Hotels. View all tabs of an Event Hotel and add notes. Create new group blocks and book reservations. Search, view and access existing Group Blocks. View all tabs of a Group Block, add notes and book reservations from a Group Block. Search, view and access existing Reservations. View all tabs of a reservation, add notes, modify and cancel. Search, view and access Waitlist reservations tab. |
Click here to view User Roles and learn about the Permissions within each role