What Are the Roles and Permissions for Organization Members?
At the Organization level, there are three types of user roles: Admin, Community Manager and Event Manager. Here's a breakdown of all their permissions.
Admin
Admins have the highest level of control within your organization, allowing them to manage every aspect of Communities, Events, and settings. This role is ideal for those who need comprehensive access and oversight.
All the Communities that belong to your Organization.
All Events that belong to those Communities.
Organization members (add, remove and switch roles).
New Community creation within your Organization.
New Event creation within those Communities.
Branded apps and white-label domains management.
Company and Billing settings.
Admins have comprehensive control, making them ideal for strategic roles that oversee the entire organization.
NB: Owner has the same rights than Admins, but they can also change the owner of the Organization.
Community Manager
Community Managers, have control over:
All Communities or selected Communities only.
All Events that belong to the selected Communities.
New Event creation within the selected Communities.
Community Managers are perfect for roles focused on specific communities, allowing for targeted event management.
Event Manager
Event Managers focus solely on event execution, making them suitable for operational roles within specific events. They have control over:
All Events or selected Events only
Managing the owner of an Organization
By default, the owner of an Organization is the person who first created the Event or Community, and as such, becomes the main responsible to manage it. This person will have full access to change all settings and information of any events within this community.
However, as people change jobs, it is sometimes necessary for a company to change the person who owns their Organization in Swapcard.
1.Log in to the Studio.
2.Click on your Organization's name.
3. Select "Settings & Members".
4. Above the Owner's name, click on "Set a new owner", and select among existing members with Admin role who to transfer the ownership of the organisation.
If there is no Admin in your members, you won't be able to click on "Set a new owner". You will have to promote an existing member as Admin or invite a new member with Admin role.
NB: It's important to understand that there can only be one owner per Organization. This is a transfer of ownership from one user to another – it's not about providing ownership rights to an additional member.
Changing an Organization member's role
As your organization grows and evolves, you may need to adjust the roles of your members. To change a member’s role:
Navigate to the member list in the Organization settings.
Click on the Member whose role you want to change.
A sliding panel will appear, allowing you to select a new role from the dropdown menu.
Adjusting roles ensures that members have the appropriate access and permissions to meet the changing needs of your organization.
Understanding the roles within your organization helps you effectively distribute responsibilities and maintain streamlined operations. By assigning the correct roles, you can ensure efficient management of Communities and Events, ultimately leading to a smoother and more organized event experience.