Create a Role

To set up a Role for your Organization, please perform the following steps.

1. Click on Team link (top right corner).
2. Click on Roles
3. Type a name for your role (Admin, Tech Check, etc etc).
4. Click Add
5. Click checkbox under each permission you want to give this role.

Here is a brief description of each permission level.

Create Events: This permission allows a team member to create events within your organization.

Events Settings: This permission allows a team member to make edits to your event name, event description, unique url time zone, start date/time, end date/time, attendee default password, allow email only login, change your favicon and change your logo.

Event Statistics: This permissions allows a team member to view the event statistics for checked in, total attendees, and live on Zoom.

Events Design: This permission allows a team member to make edits to your dashboard, speaker, sponsors, registration steps, and all other attendee facing pages.

Emoji Page: This permission allows a team member to view and edit the Emoji Page.

Start Areas: This permission allows a team member to go into an area  and activate the area.

Start Rooms: This permission allows a team member to go into an area and start a room. It does NOT allow the team member to activate an area. Areas can only be activated by the Start Areas permission level.

Zoom Attendance: This permission allows a team member to go into the Zoom Attendance to view and export attendance, schedule actions such as tagging attendee in Zoom as a certain time during the event, export attendees, add tags or group to Obvio, or add external tag through one of the services.

View Recordings: This permission allows a team member to access recordings from each Zoom room. These recordings are downloadable. 

Update Attendees: This permission level allows a team member to view the attendees tab in Obvio. Without this permission, the attendees tab will be invisible to team members. 

Check-In Attendees: This permission level allows a team member to check in attendees through either the area assigned to the Tech Check step, or through the attendees tab. This permission level gives the team member the ability to open any rooms underneath the area designated to tech check. 

Marketplace: This permissions level allows a team member access edit and configure your marketplace tickets, sales page, upsell page, and thank you page.

Broadcast: This permissions level allows a team member access to the communications (email and sms) in Obvio to schedule messages to go to your attendees.  For SMS to be able to be scheduled, the team member needs the ability to Purchase Add-ons.  

Update Team: This permission level allows a team member to invite new team members to your organization, update roles, and assign roles to team members.

Purchase Add-ons: This permission allows a team member to purchase additional attendee credits or send sms messages directly on the Obvio platform. This team member would be able to use the card on file to purchase attendee credits or send sms messages. Note: Only the owner of the account can purchase attendee credits if this box is unchecked. Only the owner of the account can update this permission on the ROLES tab in Obvio.

Below, you will see an example of the different roles set up within Obvio.