Invitio
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Introduction
    Welcome
Customize invitation
    How the canvas editor works
    Colors and typography
    Add photos
    Add music
    Add location
    Save changes
    Create invitation from PDF
Digital Album
    What is the Digital Album?
    Configure and share
    How your guests share photos
Share invitation & RSVP
    Share without RSVP
    RSVP link: how it works
    Private RSVP
    Public RSVP
    View and manage confirmations
    Import guests
Collaborators & permissions
    Collaborator permissions
    Roles: Owner, Admin, Editor & Reader
    Permissions by event section
    Invite and manage collaborators
    Examples: view-only, private budget & more
Automatic sending
    What changed and why?
    WhatsApp Personal vs. Meta official
    Set up WhatsApp Personal
    Set up Meta official
    WhatsApp templates
    Costs and payment method with Meta
    Send invitations
  1. Help center
  2. /
  3. Collaborators & permissions

  4. /
  5. Collaborator permissions

Collaborator permissions

When you invite someone to help with your event, you choose exactly what they can see and do, section by section. Keep the budget private, let your client preview the invitation without editing it, or give your assistant full guest-list access while vendors only see the floor plan.

Each collaborator has a role (Administrator, Editor, or Reader) and permissions for every section of the event: invitation, guests, budget, floor plan, and more. You decide who sees what and who can make changes.

What are collaborator permissions?

Collaborator permissions let the event owner control access to each part of the event panel. Not everyone on your team needs the same level of access, whether you're a couple planning your own celebration or a planner running several events at once.

If you're organizing your own event: your wedding planner may need to edit the guest list and floor plan, but you might prefer to keep the budget to yourselves. A family member might only need to see the invitation and RSVP confirmations, without changing anything.

If you're an event planner: you likely juggle assistants, vendors, and clients on every event. You might want your assistant to manage guests and the agenda, give the florist view-only access to the floor plan, and let the couple preview the invitation without accidentally changing the design.

You stay in control: share what each person needs, and nothing more.

Roles and permissions: how they work together

Every collaborator has a role: Administrator, Editor, or Reader. The role sets a starting point and a ceiling. For example, a Reader can never get edit or delete permissions, no matter how you customize.

On top of the role, you can toggle permissions for each event section: View, Create, Edit, and Delete (where it applies). When you change the role, suggested permissions reset; you can then adjust them section by section.

The event Owner always has full access. Administrators have all permissions enabled and they cannot be changed individually.

What can you control?

Each section of the event panel maps to a permission: Invitation, Guests, Tables, Budget, Agenda, Digital Album, Guest Book, Floor Plan, WhatsApp, WhatsApp Templates, Event Configuration, and Collaborators.

If someone doesn't have View access to a section, it won't appear in their side menu and they can't open it via URL either.

Within a section they can access, Create, Edit, and Delete control whether they can add items, change them, or remove them, independently of each other.

Start with a role that fits the person: Editor for an assistant or vendor who helps set things up, Reader for a client or family member who only needs to look. Then open Collaborator permissions and turn off sections they shouldn't see (like Budget), or leave View on but disable Edit where you want read-only access.
See roles in detail
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Roles: Owner, Admin, Editor & Reader
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