Examples: view-only, private budget, and more
Real scenarios for couples, families, and event planners. Copy the setup that matches your situation — whether you're sharing access with your planner or building a team across multiple events — and adjust from there.
Common setups
Planner team on an event
You manage the event, client follows along
You (planner)
Owner
Lead assistant
Administrator
Client (couple/family)
Reader — Invitation + Guests (View)
Result
Team works freely, client sees progress
View invitation, no editing
Client preview or family member
Role
Reader
Invitation
View only
Everything else
Off
Result
Sees the design, can't change it
Floor plan without editing
Venue coordinator preview
Role
Reader
Floor Plan
View only
Tables
View only (optional)
Result
Reviews layout, can't move items
Budget stays private
Planner helps, couple keeps finances
Role
Editor
Guests, Tables, Floor Plan
Full access
Budget
Off
Result
Planner works on logistics, no budget access
Event planner: full team on a client's event
You created the event and you're the Owner.
Your lead assistant: Administrator (can invite vendors and manage the team).
Junior assistant: Editor with Guests, Tables, Floor Plan, and Agenda enabled.
Client (couple or XV Años family): Reader with Invitation and Guests on View only. They follow progress without changing anything.
Vendors: Editor with only the sections they need.
Florist: Floor Plan (View).
Caterer: Guests (View) + Tables (View).
Venue: Floor Plan (View + Edit).
Keep Budget visible only to you and your lead assistant. Disable it for everyone else, including the client, if finances are internal.
Couple or family: sharing with your wedding planner
Role: Administrator (if they co-organize and need to invite vendors) or Editor (if you manage the team yourself).
Enable: Invitation, Guests, Tables, Floor Plan, Agenda, Digital Album, Guest Book, WhatsApp.
Disable: Budget (if finances are private), Event Configuration (if you prefer to manage RSVP settings yourself).
Tip: If the planner doesn't need to invite others, Editor is safer — they can't add collaborators unless you grant it.
Vendor who only manages seating
Role: Editor.
Enable: Tables (View, Create, Edit, Delete) and Floor Plan (View + Edit).
Disable: Everything else — especially Budget, Guests (if guest data is sensitive), and Collaborators.
They'll only see Tables and Floor Plan in their menu.
Family member who tracks RSVPs
Role: Editor.
Enable: Guests (View, Create, Edit — Delete optional) and Invitation (View only).
Disable: Budget, Floor Plan, WhatsApp, Collaborators.
They can check confirmations and add guests, but won't touch the design or sensitive areas.
Planner: same assistant, different events
Your assistant helps on all your events but with different responsibilities. On a large wedding: Administrator. On a smaller quinceañera where you handle most of it: Editor with Guests and Agenda only. On an event where they're training: Reader with View on Invitation and Guests.
Granular permissions let you scale access per event without changing their role across your whole portfolio.
