Table of Contents

Roles and permissions

Julia Walther Updated by Julia Walther

As admin you have the possibility to assign individual access permissions to each user of your Sweap account within the account settings under 'Roles & Permissions'. There are pre-installed default roles, but as an admin you can also create new roles at any time and define individually which permissions 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 permissions that can be granted individually to each user of your Sweap account. You can assign a role in the 'Account Settings' under the heading 'Users & Permissions'. Then go to 'Roles'.

When setting up the permissions 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 Sweap (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 permissions and accesses, special permissions can also be granted in the individual areas. Within the invitation and registration process, for example, you can grant the right to send emails and view the email 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 permissiosn based on the already existing role 'Admin'

Admin Role - permissions
User and Account

Permissions

Description

Access

System Access: General access to the WebApp account

View account: Account information is displayed

Edit account: Possibility to change account name and stored contact data

Payment

Buy license & billing: buy license changes/expansions, additional registrations and events for your own account

User

View, create, modify and delete users.

Change passwords: Passwords of userse can be changed.

Visibility groups: Possibility to create and edit visibility groups.

Role

View, create, modify and delete roles.

Email Addresses

View, create, modify and delete email addresses (Opt in & bounces).

Configuration

Guest fields: Possibility to create account-wide fields.

App: Possibility to change configuration of your checkin app.

Event tags: Possibility to create account-wide event tags.

Registration Overview Pages: Possibility to create keys for the event overview page, these are needed for the implementation in Sweap.

Contact

Access contacts feature.

View, create, modify and delete contacts. Create, activate, modify contacts tags and import function from contacts into guestlist.

Speaker

View, create, modify and delete speakers.

Partners

View, create, modify and delete partners.

Auto-Delete Rule

View, create, modify and delete auto-delete rules.

Templates

Permissions

Description

Custom Mail Template

View, create, modify and delete custom email templates.

Custom Web Template

View, create, modify and delete custom web templates.

Permissions

Description

Event

View, create, modify and delete events.

Event State

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

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

Guest

View, create, modify and delete guests and guest data.

Import/Export

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

Generate and export invitation codes and ticket codes for guests (e.g. for invitations via letter).

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

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

Category

View, create, modify and delete categories.

Check-in

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

Configuration

Possibility to configure various application functions and features (fields, default fields, salutation, printer, checkin app, wallet and auto-delete rules).

Invitation and Register Process

Permissions

Description

Webpage

View, create, modify and delete webpages.

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

Email

View, create, modify and delete emails.

Distribution

Ability to send emails and use the email log area.

Show Global Templates

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

Ticketing

View, create, modify and delete paid tickets.

iOS App

Permissions

Description

App Access

Permission to use the checkin app.

Create Guest

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

Edit Guest

Permission to customise guest data via the app.

Delete Guest

Permission to delete guests and guest data.

View Evaluation

Attendance overview is displayed in the app.

Modify Category

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

How did we do?

Setting up new users

Visibility groups

Contact