Opendate User Roles & Permissions
This article breakdowns the five Opendate user roles and what each can access. Roles are listed from most access to least access.
| Feature | Administrator | Contributor | Viewer | Promoter | Guest |
|---|---|---|---|---|---|
| View events | All | All | All | Own only | Assigned only |
| Create/edit events | Yes | Yes | No | Own only | No |
| Manage ticketing | Yes | Yes | No | Own only* | No |
| Process orders | Yes | Yes | Yes | No | No |
| Check in attendees | Yes | Yes | Yes | No | No |
| Process refunds | Yes | Yes | No | No | No |
| Marketing & campaigns | Yes | Yes | No | No | No |
| CRM (contacts, deals) | Yes | Yes | View only | View only | No |
| Settlements | Yes | Yes | No | No | No |
| Financial reports (P&L) | Yes | No | No | No | No |
| Team settings & billing | Yes | No | No | No | No |
| Manage team members | Yes | No | No | No | No |
| Manage integrations | Yes | No | No | No | No |
| Manage files | Yes | Yes | View/download | Own events | Assigned events |
*Promoter ticketing access varies by configuration.
Administrator
The highest level of access. Administrators can do everything a Contributor can, plus manage team-wide settings and finances.
Everything a Contributor can do, plus:
| Area | Access |
|---|---|
| Team Settings | Manage team details, ticketing settings, and account configuration |
| Team Members | Invite, remove, and manage team member roles |
| Billing & Payments | View and manage payment methods, billing details, and subscriptions |
| Financial Reports | View cash summaries and profit & loss reports for events |
| Payouts & Transactions | View payout history and balance transactions |
| Venues | Manage venue ownership, rooms, and venue agreements |
| Integrations | Configure Stripe Connect, Twilio (SMS), email domains, and other integrations |
| Permissions | Create and manage custom permission sets |
| Custom Domains | Set up custom domains for team pages |
Owner is a special designation on top of Administrator that grants the ability to manage the team itself (e.g., rename or configure the team). There is typically one owner per team.
Full operational access to day-to-day tools. Contributors can manage events, ticketing, marketing, CRM, and most business operations.
Everything a Viewer can do, plus:
| Area | Access |
|---|---|
| Events | Create, edit, and manage all events, holds, and event templates |
| Ticketing | Create and manage ticket types, ticket groups, promo codes, add-ons, and general admission holds |
| Orders & Refunds | Full order management and the ability to process refunds |
| CRM | Create and manage contacts, organizations, tasks, and deals |
| Fans & Segments | Create and manage fan segments, filters, and targeted audiences |
| Marketing Campaigns | Create and manage email/SMS campaigns, broadcasts, and automation workflows |
| Messaging | Send emails and SMS messages, manage templates and scheduled sends |
| Offers & Agreements | Create and manage offers, offer templates, and rental invoices |
| Finance | Create and manage income/expense line items, deposits, and finance categories |
| Settlements | View and manage settlement reports, line items, and overrides |
| Files & Documents | Upload and manage files, folders, and attachments |
| Notes | Create and manage notes and note templates |
| Seating | Manage seating charts, holds, and kills |
| Tours | Create and manage tours, tour dates, and tour content |
| Tags | Create and manage tags across the platform |
| Imports & Exports | Import data via CSV and export reports |
| Payment Disputes | View and respond to payment disputes |
Cannot access: Cash summaries, profit & loss reports, team settings, billing, or member management.
A read-heavy role designed for team members who need to view information and process orders/check-ins, but not create or manage most content.
| Area | Access |
|---|---|
| Events | View event details, print show details |
| Orders | View orders, create new orders, send receipts |
| Check-In | Check in and check out attendees |
| Tickets | View tickets and ticket types, update individual tickets |
| Fans | View and search fan records |
| Contacts & CRM | View contacts, organizations, deals, and tasks (read-only) |
| Notes | View notes; edit contact-specific notes |
| Files | View and download event files and folders |
| Artists & Venues | Search and view artist and venue information, add new artists/venues |
| Tags | View tags (read-only) |
| Tours | View tour information (read-only) |
| Marketing | View outreach activity (read-only) |
| Stripe Terminals | Use card readers for in-person payments |
Cannot access: Creating/editing events, managing campaigns or marketing, settlements, refunds, seating charts, team settings, or financial reports.
A specialized role for external promoters who manage their own events. Access is scoped to events associated with the promoter's company.
| Area | Access |
|---|---|
| Their Events | View and edit events they are promoting |
| Holds | Create holds and manage their own holds |
| Artists & Venues | Search and add artists and venues |
| Companies | Manage company records |
| Contacts & Fans | View contacts and fan records |
| Event Files | Manage attachments and folders for their events |
| Event Contacts | Manage contacts linked to their events |
| Tags | View tags (read-only) |
Important: Promoters can only view and manage events where they are the assigned promoter. They cannot see other promoters' events.
Cannot access: Team settings, billing, marketing campaigns, settlements, financial reports, or team member management.
The most restricted role. Guests can only access specific events they have been explicitly invited to.
| Area | Access |
|---|---|
| Assigned Events | View details for events they've been added to |
| Event Files | Upload, download, and manage files for their assigned events |
| Show Activity | View activity for their assigned events |
Cannot access: Any events they haven't been added to, ticketing, orders, CRM, campaigns, settings, financial data, or any team-wide features.