How to change your team user's permission level

Available with any of the following subscriptions:
✓ Premium
✓ Ultimate

Band Pencil has different status levels and permission levels which you can set per user. It is important to keep in mind that just because a user's permissions are set, it doesn't necessarily mean that they won't have access to this information as information could be view in emails or on the Client Portal.

How to change a user's status:

  1. Get your account owner to navigate to the settings page.
  2. Under Team, select the user you want to change permission for and click View & Edit.
  3. Select Edit Permissions and change the User Status.
  4. Save and the permissions will be changed instantly.

User Status

By default, when you add a new team member into Band Pencil their user status level will be set to user.

  Owner Admin User
View all records ✔️ ✔️ ✔️
Remove assigned records* ✔️ ✔️ ✔️
Update / delete everything ✔️ ✔️  
Delete events ✔️ ✔️  
Delete clients ✔️ ✔️  
Delete members ✔️ ✔️  
Delete files ✔️ ✔️  
Delete equipment ✔️ ✔️  
Delete services ✔️ ✔️  
Delete / edit team members ✔️    
Update company information ✔️    
Add new team members ✔️    

*Assigned records are records that have been assigned to an event, such as services and members.

User Permissions

By default, when you add a new team member into Band Pencil they will be given all the following permissions.

Client Finances - This will allow the user to see and add client invoices.

Client Contracts - This will allow the user to see and add client contracts as well as add and edit new templates.

Event Finance Reports - This will allow the user to see the reports page and any pipeline figures.

Emails - This will allow the user to see all emails sent from any users. Turning this off will only allow the user to see their own scheduled and sent emails.

Client Portal - This will show the link to the Client Portal on the event page. The Client Portal is accessible to the public with the authorised link, meaning that if the user possesses the link, they can still access the portal. An instance of this would be if the user sent an email to the client containing a link to the portal.


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