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Understanding the Roles and Permissions in Your Event

Written by Benjamin Dell

Use roles to give each person the access they need without sharing the event organiser's account.


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Event Organiser

The Event Organiser owns the account and event. They control event management, subscription billing, payments, payouts, and who else can access the account.


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Team Member

Only the Event Organiser can add Team Members. Each Team Member can receive access to selected events or every current and future event, with permissions for the event dashboard, event deletion, financials, attendee check-in, and blog authoring. Event creation is an account-level permission and is not limited by Event Tags.

  • From Account Dashboard > Team > Manage Groups & Access, a group can grant access to every event or to events carrying selected Event Tags.

  • The permissions selected for the group are inherited by its members on matching events.

  • Permissions set directly on one Team Member can add access beyond the group.

  • An Event Exclusion takes precedence when that person must not access a particular event.


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Team Group form with Event Tags, All Events and inherited permission options


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Host

You only need to set up a Host when using one of HeySummit's native webinar integrations. Hosts primarily connect a webinar-provider account to live sessions.

  • The Host role alone does not grant access to other events or your account billing.

  • Use Send login details to invite the host to sign in and manage their webinar connection.

  • Who starts and runs the webinar depends on your chosen webinar provider and the roles assigned there. Check that provider's instructions before the session.


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To add one, go to Event Settings > Integrations & Developer > External Webinar Accounts > Add Host. After adding their details, open the action menu and select Send login details.


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Speaker

Speakers present talks, join panels, or contribute to meetings. Their role inside the session is controlled by the webinar or content provider. An Event Organiser or a Team Member with event dashboard access can add a Speaker. Speakers use the Speaker Dashboard to manage their profile and sessions, subject to organiser settings. The organiser controls access to insights and attendee-data downloads. When downloads are enabled for a speaker, that speaker can download names, email addresses and supported registration answers for attendees registered for their talks after accepting the displayed conditions. Learn more about the Speaker Dashboard.


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Affiliate

Affiliates may be attendees or Speakers who join your partner programme to earn commission for sharing the event. They can use the Affiliate Dashboard, but the Affiliate role alone does not grant access to your event settings. Learn more about affiliates.


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Attendee

Attendees have registered for the event or purchased a ticket. They can use the attendee-facing event site and access the sessions included with their ticket. Learn more about the attendee experience.

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