Multi-User Access: "Client Manager" Role
Overview
Client Manager - This role is designed to offer greater flexibility, data privacy, and scalability for agencies and organizations managing events across multiple clients or teams.
With Client Manager access, agencies can assign specific users to manage events, payments, and registrations independently, while still maintaining centralized control and oversight from the main account.
What is the Client Manager role?
The Client Manager is a new sub-user role available exclusively to customers on Custom Pricing or Unlimited plans.
This role is ideal for agencies or organizations that manage multiple clients or departments, each requiring private access to their own set of events.
Key Permissions and Capabilities
Users assigned the Client Manager role will be able to:
- ✅ Create and manage their own events
- ✅ Add and manage their own payment methods (e.g., Stripe)
- ✅ Access and analyze attendee and registration data related to their events
- ✅ Operate in a completely isolated environment — no data leakage across clients
However, the following limitations apply:
- 🚫 Cannot create or manage teams (Sub users) within their own accounts (i.e., no "Teams" option in their account settings)
- 🚫 Cannot view events or payment methods associated with other client managers.
Data privacy & isolation
One of the biggest advantages of the Client Manager role is strict data isolation, ensuring privacy and security across client accounts.
| Feature | Visibility to Client Manager | Visibility to Main Organizer |
|---|---|---|
| Own events | ✅ Visible | ✅ Visible |
| Other clients’ events | ❌ Not visible | ✅ Visible |
| Own payment methods | ✅ Visible | ✅ Visible |
| Other clients’ payment methods | ❌ Not visible | ✅ Visible |
| Team management | ❌ Not available | ✅ Full control |
Each Client Manager functions within a segregated workspace under the agency's main account, ensuring there is no crossover of sensitive information.
Where to find the Client Manager role?
The Client Manager access level can be assigned via:
Account Settings > Teams
⚠️Note: This role is only available to users on Custom Pricing/Contract/Unlimited plans.
How to set up a Client Manager account
The process to assign a Client Manager role is the same as adding any other sub-user:
- Go to Account Settings > Teams > Manage Users
- Click "Invite a team member".
- Enter the client’s First, Last name and email address.
- Choose "Client Manager" from the role
- Select the scope for the event access
- Save changes
The client receives an email to set up their Eventzilla account
Need Support?
If you’re unsure whether the Client Manager role is right for your organization or need help configuring access, our support team is here to assist. Contact Support