event·hapily’s User Roles give you clear control over who can access different parts of the platform—and what they’re allowed to do.
With this update, users are organized by product access (event·hapily vs. Mobile Lead Capture) and assigned specific role levels that determine their capabilities. This makes it easier to scale your team, protect account-level settings, and ensure users only see the tools they actually need.
🎥 Video Walkthrough:
Watch the User Permissions Overview →
Understanding User Types in event·hapily
Inside the Users section of your event·hapily account, you’ll now see two distinct tabs:
hapily Users
These users have access to the event·hapily web app, including event setup, configuration, and management.
Choosing the Right User Roles
-
Admins → Control how the system is configured
-
Event Managers → Control how events are created and run
-
Lead Capture App Users → Capture leads on-site only
When in doubt, assign Event Manager roles first and expand access only if needed
User Permission Levels for hapily Users
Users can be assigned one of the following permission levels:
Admin
Admins have full access to the event·hapily account.
Admins can:
-
Manage account-level settings
-
Control Event Builder configuration
-
Enable or disable available event assets
-
Manage Zoom connections
-
View and manage credit usage
-
Configure lead capture settings
-
Manage users and roles
Admins are typically:
-
Platform owners
-
Operations leaders
-
Technical administrators
Event Manager
Event Managers focus on building and running events, without access to sensitive account-wide settings.
Event Managers can:
-
Create and manage events
-
Use Event Builder
-
Configure registration and lead capture for events
-
Access check-in pages
-
Sync Zoom meetings and webinars
-
Prepare events for on-site execution
Event Managers cannot:
-
Modify account-level settings
-
Connect or disconnect integrations
-
Change Event Builder asset availability
-
Manage users or roles
This permission level is ideal for:
-
Marketing managers
-
Event coordinators
-
Field marketing teams
User (Limited / Inactive)
The User permission level is rarely encountered.
It typically applies when:
-
A user has been invited but has not logged in
-
The user has not yet accessed event·hapily
-
The user may only have Lead Capture App access
Once active, users are typically assigned either Admin or Event Manager roles.
Lead Capture App Users
These users have access only to the Mobile Lead Capture App.
This distinction is especially useful for:
-
Sales reps working events
-
Contractors or temporary event staff
-
Teams that only need mobile lead capture—not backend access
From the Lead Capture App Users tab, you can:
-
Invite users manually via email
-
Automatically surface users who sign up with a matching company domain
-
Activate or deactivate access as needed
-
Resend invitations
-
Remove users who no longer need access
This allows you to safely grant on-site lead capture access without exposing backend event or account settings.
