What are the different Roles and Access Levels?

How Permissions work for different types of Org Members

Overview

Orgs All Members, Teams and Events belong to one and only one Org.
Org Admins Org Admins have the highest level of Access to Orgs and can configure Settings, Integrations and more. See the Detailed Permissions by Role section below for more information.
Org Members All users are Org Members. Org Members can also be Team Members and/or Event Staff.
Teams Teams are a way to group Org Members and Events together. People who often work on the same Events together can be organized into a Team to facilitate access and collaboration. 
Team Members Team Members are Org Members that belong to a Team. Note that being a Team Member doesn't automatically add you as an Event Staffer to the Events in that Team.
Events Events belong to one and only Team, though you can split Expenses across multiple Events and those Events can be in different Teams.
Event Staff Event Staff are Org Members assigned to an Event. Event Staff can have Full, Limited or No Access. See the Detailed Permissions by Role section below for the difference between these Access Levels.
Published Resource Published Resources are Event Calendars, Event Briefs and Event Request Forms. You can publish these so they're accessible to Public, Internally (using SSO) or only Org Members. 


Detailed Permissions by Role

Circa has different Roles and Access Levels that you can assign to different types of collaborators at your company or externally.

Org Admins

  • Are automatically added as Team Members on all Teams
  • Have Full Access to all Events in their Org
  • Can create, view, update and delete all Events and Event details
  • Can create, view, update and delete Org Settings, Integrations and Published Resources
  • Recommended for tool owners and marketing operations users

Team Members (Full Access)

  • Can be a Team Member on one or more Teams in an Org
  • Have Full Access to all Events on their Team
  • Can create, view, update and delete all Events and Event details
  • Are not automatically added as Event Staff to Events in their Team
  • Recommended for event managers and close collaborators on groups of Events

Team Members (Limited Access)

  • Limited Access Team Members don't exist!
  • Instead, you can use Published Resources to give collaborators view-only access to Calendars and Briefs, while enabling them to create Events through Event Request Forms
  • Published Resources are the recommended way to collaborate with sales teams

Event Staff (Full Access)

  • Are assigned to an Event
  • Can view, update and delete all Event details
  • Cannot delete the Event itself, unless they are a Team Member
  • Have Full Access if they are a Team Member, as seen by "Full Access (via Team)" on the Event Staff tab
  • Recommended for close collaborators on specific Events

Event Staff (Limited Access)

  • Are assigned to an Event
  • Cannot update or delete Event-level details, such as the dates or location
  • Cannot view the Event Budget or Expense Attachments, such as invoices and receipts
  • Can view and update Event details to which they're assigned, like Meetings and Tasks
  • Cannot view or update Event details to which they're not assigned (use Briefs for view-only access instead)

Event Staff (No Access)

  • Cannot sign into your Org if they're only added with Event Staff (No Access)
  • Cannot create or update Contacts or Meetings if they're only added with Event Staff (No Access)
  • Isn't sent any email about Circa at all, including the Welcome email, if they they're only added to Events with No Access

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