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How can I restrict visibility and access to an event?

You can precisely control who sees and edits an event in snapAddy VisitReport: both in the app and in the dashboard: as well as define the time period during which the event is available.

Overview

When hosting multiple trade shows where different booth staff attend, it is helpful to restrict event access to specific users. This prevents confusion among employees who are not involved in a particular event. snapAddy VisitReport provides flexible options to manage event visibility: from time-based restrictions to user-specific access controls: both for the app and the dashboard.

Where Can I Find These Settings?

There are two ways to access the visibility settings:

  • Open the event and navigate to Settings → Access and availability.
  • Open the event and click on one of the two pen icons displayed next to the access settings.

How Long Is the Event Visible?

You can define a specific time period during which the event is available in the app.

  1. Open the event you have created.
  2. Go to Settings.
  3. Click on Access & availability and configure a time frame under Time-restricted availability.
  4. Click Save changes.

The event will now only be available in the snapAddy VisitReport app during the specified time period.

Who Can See the Event in the App?

The visibility of an event in the app can be configured under the App access sub-item.

  1. Open the event you have created and go to Settings.
  2. Click on Access & availability on the left-hand side, under Settings.
  3. Navigate to the App access sub-item and select the option "Define a list of users who have access to this event in the app".
  4. Click Add users and enter the names of the users or user groups who require access to the event.
  5. Click Save changes. Please reopen the app to see the updated access settings.

Note on terminals: If you are using terminals, make sure to also add the terminal email addresses that should be used for the event.

Note on admin access: Users with the role "Admin" always have access to all events, regardless of any restrictions.


Who Can Modify This Event in the Dashboard?

By default, all users with the roles event curator, event manager, and administrator can view and edit all events within the organization. You can restrict this to specific users.

  1. Open the event you have created and go to Settings.
  2. Click on Access & availability on the left-hand side, under Settings.
  3. Navigate to the Dashboard access sub-item and select the option "Define a list of users who have access to this event in the dashboard".
  4. Click Add users and enter the names of the users or user groups who require dashboard access.
  5. Click Save changes.

       

Note: This restriction applies to event managers and event curators only. Administrators always have full access to view and edit all events within the organization.

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If you have any further questions, please feel free to contact support@snapaddy.com or reach out to your Customer Success Manager.