Organization Permissions are what give users the ability to view and edit different types of information within your Organization. Only Administrators can change other users' permissions within an Organization.
Generally, only Professional users with Manager or higher permissions to your Organization can add/edit tour info within your Organization - the exception to this is the Guest List, where Mobile level users can add/edit Guest List info depending on their permissions.
Check out this chart for some more detailed info on what various permissions allow your users to do:
It can be a bit confusing at first, since there are several different combinations of account level and permissions that you can give a user. Here are a few common examples of what permissions and account levels you might want your users to have to accomplish different things:
I want a user to be able to do everything in Master Tour that I can do
If you want another user to be able to add and remove other users in your Organization, add and edit all your tour information in the Master Tour 3 desktop app, and use the Master Tour Mobile app for adding/editing Schedule/Notes/Guest List, then you will need to give that user Administrator permissions to your Organization, and make sure that they have a Professional level account.
I want a user to view basic itinerary info and not edit anything
In this case, you'll want to give your user Mobile Access permissions, which only allow a user to view an Organization's info. For any permissions lower than Manager, the user will only be able to view your Organization's info in their Master Tour Mobile app or on the web portal at my.eventric.com, even if they have a Professional level account of their own. So, for a Mobile Access user, their account level could be either Mobile or Professional, and it will not affect what they can view.
I want a user to be able to view basic itinerary info and submit Guest List Requests, but not edit anything else
In this case, you'll want to give your user Guest List Submit permissions, which allow a user to view basic itinerary info, submit Guest List Requests, and view their own Guest List Requests on the Master Tour Mobile app and the web portal at my.eventric.com. Their account level can be either Mobile or Professional, and it will not affect what that user can do in your Organization. If a Guest List is Locked due to a Cutoff Time, an Enforced Allotment that has been met, or a manual Lock, then a user with Guest List Submit permissions will not be able to submit Guest List Requests. See the article on How to Add to, View and Manage the Guest List for more info on using Guest List Locks, Cutoff Times, and Allotments.
I want a user to be able to view basic itinerary info, view the entire Guest List and submit Guest List Requests, but not edit anything else
In this case, you'll want to give your user Guest List View All & Submit permissions, which allow a user to view basic itinerary info, submit Guest List Requests, and view all Guest List Requests on the Master Tour Mobile app and the web portal at my.eventric.com. Their account level can be either Mobile or Professional, and it will not affect what that user can do in your Organization. If a Guest List is Locked due to a Cutoff Time, an Enforced Allotment that has been met, or a manual Lock, then a user with Guest List View All & Submit permissions will not be able to submit Guest List Requests. See the article on How to Add to, View and Manage the Guest List for more info on using Guest List Locks, Cutoff Times, and Allotments.
I want a user to be able to view basic itinerary info and manage the entire Guest List, but not edit anything else
In this case, you'll want to give your user Guest List Manage All permissions, which allow a user to view basic itinerary info and manage the entire Guest List on the Master Tour Mobile app and the web portal at my.eventric.com. They will be able to approve, decline, and edit any user's Guest List Requests in the Organization, as well as submit their own. Their account level can be either Mobile or Professional, and it will not affect what that user can do in your Organization. If a Guest List is Locked due to a Cutoff Time, an Enforced Allotment that has been met, or a manual Lock, then a user with Guest List Manage All permissions will still be able to submit Guest List Requests and manage other users' Guest List Requests. See the article on How to Add to, View and Manage the Guest List for more info on using Guest List Locks, Cutoff Times, and Allotments.
I want a user to be able to add and edit most info, but not add or remove other users in my Organization
In this case, you'll want to give your user Manager permissions, which allow a user to add and edit almost all information throughout your Organization, except for Accounting and Users. Their account level will need to be Professional in order to add and edit this info in the Master Tour 3 desktop application, and in order to add/edit Schedule/Notes in the Master Tour Mobile app.
These are just some of the most common scenarios, so please contact us if you have any questions about which Organization Permissions you should give to your users!