User Management & Authentication Within Eventsforce

Oso_for_WordpressBy Osoble Osman, Technical Support Specialist

How to control who has access to your event data

Managing access to your events and event data isn’t always as simple as it could be. Event Managers need access to run their events, but do they need access to every event in your system? Finance teams need your event data for accurate reporting and payment processing, but should they be able to change your event settings? CEOs want to measure your event ROI, but will they ever use the rest of the functionality available? Throw in the challenge of managing access to third parties such as clients or freelancers and you’re potentially left with a real headache.

Technology may have created the problem, but it has also resolved it in the form of user management. User management is an authentication feature that provides administrators with the ability to identify and control the state of users logged into a solution or network, and manage their credentials. Or in other words, it establishes a user’s right to information or access within an organisation. Many security conscious organisations currently use a form of user management or authentication for accessing their data and networks.

Fortunately your Eventsforce solution offers comprehensive user management to help you resolve challenges such as these. As standard, you can allocate your users one of six user roles:

  • Administrator
  • Single Report
  • Event Manager
  • Finance
  • Management
  • System Administrator

Each of these roles when assigned to a user give that user specific access to the parts of the system they need to effectively do their jobs, whilst at the same time restricting their access to parts of the system which are non-applicable to them. For example, a Single Report user will have far less system access than an Event Manager, who in turn will have less or different access than Administrators or System Administrators.

If these standard user roles don’t exactly match your user role requirements, then there are two flexible options open to you. The first is to edit the standard user roles provided so that they meet your specific requirements. The second is to create your own bespoke user roles within Eventsforce. You are able to name these and select the functionality which the user assigned to this role can access. For both editing existing and creating new user roles, you can always go back and edit both as and when your user role requirements change.

We’ve got some great articles in our Knowledge Base to help you effectively manage your user roles so if you want to set up user roles, set up users or edit an existing user role, please give them a read. If you want to discuss any of this further please contact our Technical Support team on +44 (0)845-680-6826 or email