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White Label and Enterprise Access and Roles
White Label and Enterprise Access and Roles
Ariane Ramirez avatar
Written by Ariane Ramirez
Updated this week

Your Event, Organizer, and Dashboard Team Members

Staff

Event Admin

Admin

Organizer Admin

WL or E Admin

Access the Staff Portal

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Access the virtual event hub

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Access the attendee app

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Access the Admin App to check in attendees

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Access the Admin App to sell tickets

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Edit events

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Create events in the organizer portal

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Create an Organizer

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Access the Organizer Portal

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Add "Staff" to the event

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Add "Event Admins" to the event

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Add "Admins" to the Event

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Add Organizer Admins in the Organizer Portal

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Duplicate events through the organizer portal

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Create event templates through the organizer portal

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Create events from event templates through the organizer portal

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Move events to different organizers

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These items may have limitations or other conditions, read below for more information.


White Label or Enterprise Admin

White Label or Enterprise Admins are team members added to the WL or E Dashboard. Once the Accelevents account manager activates the WL or E account, the account manager will add your team members to the dashboard. You can add more team members once you're added to the dashboard.

As a Dashboard admin, you can move around and edit freely within the account (see the chart above). This is the highest access, and it has its privileges and limitations.

Note: As a White Label or Enterprise Admin, you are not automatically added as a team member to organizers and events created by other team members, but you can access those organizers and events.

White Label or Enterprise Admins are the only team members who can access the Dashboard, which has tabs not available in the Organizer Portal. Only White Label / Enterprise Admins can edit the settings in these other tabs. These are the tabs available only in the Dashboard:

  • Organizers

  • Enterprise Settings

  • Billing

  • Integrations

  • Audience Analytics

Other White Label or Enterprise Admin Permissions

  • Only White Label or Enterprise Admins can see all the organizers under the account and move from the Dashboard to the Organizer Portal and vice-versa.

  • Only White Label or Enterprise Admins can move events from one organizer to another, even if they are not organizer admins.

White Label or Enterprise Admin Limitations

While WL / E Admins have the greatest scope of access, as they can navigate to any event or organizer, this access has limitations.

  • The WL / E Admin's event role will be "Event Admin" when creating events under organizers where they are not added as a team member.

  • WL / E Admins cannot add "Admins" to events if they are not an "Admin" to that event.

  • WL / E Admins cannot duplicate or create/use event templates unless they are an admin or event admin to the event or event template.

Tips for White Label or Enterprise Admin

  • Always create your events in the Organizer Portal to ensure that the event is associated with the correct organizer instead of your other test organizers.

  • Add yourself as an Organizer Admin / Team Member in the Organizer Portal to remove the limitations if you intend to create or edit events under an organizer.

  • Add yourself as "Admin" (if you're already an org team member) or "Event Admin" to events you did not create so that you can duplicate the events and use/create event templates.

  • Add someone as an Organizer Team Member or give them the "Admin" role in the event if you want them to easily navigate multiple events under the organizer and use the other features in the organizer portal.

  • Give someone the Event Admin role if their sole purpose is to edit and manage that particular event.

  • Before adding someone as an Event Admin, ensure your event is published. If the event is not published and you add an event admin, a new organizer will be created for the new event admin when they log in, making them the organizer admin of that new organizer. The event may move to the new event admin's organizer. We are improving this to ensure it does not move. Stay tuned for updates.


Organizer Admins for White Label and Enterprise Plans

An Organizer Admin to an account under a White Label or Enterprise plan cannot access the White Label or Enterprise Dashboard. Their highest access is the Organizer Portal, where they have access to these menus:

  • Events

  • Organizer Profile

  • Team

Other Organizer Admin Permissions

With the White Label and Enterprise Plans, you can create multiple organizers under your account. This allows you to categorize your events per organizer. Organizer Admins can be added in the Team tab in the Organizer Portal for each organizer.

  • When Organizer Admins create an event, they will always have an "Admin" role in the event.

  • Only Organizer Admins can add the "Admin" role in the event.

  • When organizers add "Admins" to the event, the team member is automatically added as an Organizer Admin.

  • When Organizer Admins are added by another team member to an event under that organizer, their role will always be "Admin," even if they are added as Event Admin. It will always update to Admin as they are already Organizer Admins.

Organizer Admin Limitations

  • Organizer Admins have no access to the Dashboard. If they click the My Enterprise button in the Organizer Portal, they will be logged out if they are not WL or E Admins.

  • Organizer Admins cannot move events to other organizers if they don't have an "Admin" role in the event.

  • Organizer Admins cannot duplicate or create/use event templates unless they are an admin or event admin to the event or event template.


Admin Role in the Event

The "Admin" role in the event is an event admin + organizer admin role. Anyone added as an "Admin" is automatically added as an Organizer Admin. This is the best role in the event, as you can add other "admins" to the event, duplicate, and use/create event templates in the organizer portal.

Best Practices for Organizer Admins and Admins

  • Always create your events in the Organizer Portal to ensure that they are associated with the correct organizer instead of other organizers under your account.

  • Give someone the Admin role if you want them to easily navigate multiple events under the organizer and use the other features in the organizer portal.

  • Give someone the Event Admin role if their sole purpose is to edit and manage that particular event.

  • Before adding someone as an Event Admin, ensure your event is published. If the event is not published and you add an event admin, a new organizer will be created for the new event admin when they log in, making them the organizer admin of that new organizer. The event may move to the new event admin's organizer. We are improving this to ensure it does not move. Stay tuned for updates.

  • Add yourself as "Admin" to events you did not create under your account so that you can duplicate the events and use/create event templates.


Event Admins

Event Admins are the event editors. They can access the Admin Console to set up events where they are added as event admins. Note that they are editors and not creators, but event admins cannot create events. However, if they access My Events, they can duplicate events from there and the event should fall under the same organizer as the original event.

Best Practices for Event Admins

  • If you're tasked with creating or duplicating events from a template, ask someone with a higher role to make you an admin, then create or duplicate events from the Organizer Portal.


Event Staff

Event Staff are assistants who help the team manage attendees' needs before and during the event. Their main area of access is the Staff Portal.

Event staff can receive messages submitted through the Contact button and respond to inquiries. When the event opens, they can access the virtual event hub and act as session moderators. They can also access the studio to assist speakers.


Frequently Asked Questions

What can team members do in the live event?

  • Join all sessions without a ticket, except for Networking sessions

  • Participate in chat, both for the main session chat and the studio's backstage chat

  • Delete chat messages

  • Create and answer Polls

  • Create and answer Q&A's

  • Create and delete Lounges

  • Delete a Lobby post

  • Enter the Expo

  • Access the People tab

  • Mute and turn off attendee cameras in a workshop

What can't team members do in the live event?

  • Join networking sessions without a ticket

  • Join gamification and leads list

What can higher roles do that Staff can't in the live event?

  • View the My Booth tab and edit booths

  • Create Lobby posts

Do team members need a ticket to enter the live event?

  • No, they don't need a ticket, but they do need one if they want to join a Networking session.

Can team members access the studio?

  • Yes, but the Staff cannot start the broadcast.

How can Staff access the admin console?

  • They have to be added as event admins instead of staff.

If team members enter sessions, are they counted in the session capacity?

  • No, if the session is full and an admin or staff tries to join a session, they can still join.

If the chat is disabled for attendees, can team members enter chat messages?

  • Yes, for all team members except for Staff

  • Staff can only send a message in the studio's backstage chat

Will attendees know who team members are in the live event?

  • Attendees should see a [Staff] label after the staff's name when they send a chat message. For other team members, they will see an [Organizer] label.

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