Table of Contents

Roles and permissions

Maxi Updated by Maxi

As admin you have the possibility to assign individual access rights to each user of your MATE account within the account settings under "Roles + Rights". There are pre-installed standard roles, but as an Admin you can also create new roles at any time and define individually which user rights should be given to each new role

Creating a role

As admin you can assign different roles to each user. All further information about users and creating users can be found here.

A role contains the usage rights that can be granted individually to each user of your MATE account. You can assign a role in the general account settings under the heading 'User'. Then go to 'Roles + Rights'.

When setting up the usage rights of a role, the following must be taken into account:

Usually there are four standards within each area that can be granted to the respective role: 'view', 'create', 'modify' and 'delete'.

  • 'view' means that the user can see the respective section in the CMS (for example attributes or emails).
  • If you grant the right 'create', the user can create something new, for example a guest or a contact.
  • With the type 'modify' you grant the right to change existing data. However, this only applies to existing data.
  • The last type 'delete' gives the right to delete individual elements and data.

In addition to these four standard types of rights and accesses, special rights can also be granted in the individual areas. Within the invitation and registration process, for example, you can grant the right to send e-mails and view the e-mail log. Furthermore, you can also specify in the event-related data that codes for the personalised invitation process can be generated and exported.

As admin you have the right to grant users the right to purchase licenses for your account. However, you should carefully consider who should receive this authorization.

Overview of the rights based on the already existing role "Admin"

User and account

Rights

Description

Access

System Access: General Access to the WebApp Account

Show account: Account information is displayed

Change account: Possibility to change account name and stored contact data.

Payment

Buy licence: "Buy event" button in the dashboard is displayed or hidden

User

Data of existing users can be modified and/or additional users can be added or deleted.

visibility groups (optional - must be enabled by MATE for the first time): Possibility to create and edit visibility groups.

Roll

Possibility to adapt existing roles and/or create or delete additional roles.

E-mail addresses

Possibility to adapt existing e-mail addresses within the e-mail address administration and/or to create or delete new e-mail addresses.

Configuration*

(partly optional)

Possibility to create attributes across accounts.

Possibility to configure the check-in app.

Possibility to create attributes across accounts.

Possibility to create keys for the event overview page (required for implementation in MATE).

*In order to be able to use these rights, these features must be part of your contract. They must be activated by MATE for the first time.

Templates

Rights

Description

Customised e-mail templates

Possibility to modify existing customised e-mail templates and/or create or delete additional templates.

Customised web templates

Possibility to modify existing customised web templates and/or create or delete additional templates.

Rights

Description

Event

Possibility to modify existing events and/or create or delete additional events.

Event status

Activate/unlock: Possibility to activate an event from draft mode.

Archive: Possibility to archive an event. The event will then no longer be displayed in the dashboard.

Guests

Possibility to change existing guest data and/or create or delete additional guests.

Import/Export*

(partly optional)

Excel guest import: Possibility to import guest data into the guest list via Excel file.

Possibility to generate and export invitation and ticket codes (e.g. for invitations via form letter) for the guests.

External import*: Possibility to import external data via an interface.

External export*: Possibility to export external data via an interface.

Categories

Possibility to modify existing categories and/or create or delete additional guests.

Check-in

Possibility to manually create and/or delete guest check-ins.

Configuration

Possibility to configure attributes / salutation / printer / app or wallet.

*In order to be able to use these rights, these features must be part of your contract. They must be activated by MATE for the first time.

Invitation and registration process

Rights

Description

Websites

Possibility to modify existing web pages and/or create or delete additional web pages.

Publish on overview: Possibility to publish an event on the event overview page.

E-mail

Possibility of modifying existing e-mails and/or creating or deleting additional e-mails.

Mailing

Ability to send e-mails and use the e-mail log area.

Show Global Templates

MATE standard templates (emails and web pages) are displayed/hidden and can be used or not used.

iOS App

Rights

Description

App access

Right to use the check-in app.

Create guest

Right to add a guest manually. For example, during check-in.

Change guest

Right to customise guest data via the app.

Delete guest* (optional)

Right to delete guests.

Show evaluation

Attendance overview is displayed in the app.

Customise categories

Possibility to adapt existing categories and/or create or delete additional categories.

*In order to be able to use these rights, these features must be part of your contract. They must be activated by MATE for the first time.

How did we do?

Creating and changing users

Visibility groups

Contact