Admin
Maintains organization membership and access for the event planning team.
Can
- Manage Organizations, Projects, team members, Users
- View work packages, Tasks, event readiness, operation receipts
- Event Planning PM
- Roles and access
Who can do what in Event Planning PM
Put planning, delivery, review and operational oversight with named people.
How permissions work
Organization scope
Tie each team members identity to its Organization and platform User before granting access to project work.
Independent decisions
Keep Project Reviewer separate from the person who prepared the package or readiness submission.
Record ownership
Use the work packages owner to route work and retain the reviewer and decision on the reviewed revision.
Who can do what
| Role | Projects and organizations | Work packages | Tasks and dependencies | Event readiness | Evidence and decisions | Operations overview |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | View | Edit | View |
| Project Coordinator | Edit | Edit | Edit | Edit | View | Edit |
| Event Worker | — | View | Edit | View | Edit | View |
| Project Reviewer | — | Approve | View | Approve | Edit | Approve |
| Operations Lead | View | View | View | View | View | View |
Each role in detail
Project Coordinator
Owns planning, readiness submission and controlled changes to event work.
Can
- Manage Projects, work packages, Tasks, event readiness
- View record attachments, review decisions, operation receipts
Starts on: Work Package Board
Event Worker
Completes assigned task lines and contributes delivery evidence.
Can
- Manage Tasks, record attachments
- View work packages, event readiness
Starts on: Task Due Calendar
Project Reviewer
Checks evidence and decides whether submitted work and readiness can proceed.
Can
- Manage review decisions
- View work packages, Tasks, event readiness, record attachments, operation receipts
Reviews and approves
- Approve work packages, event readiness
Starts on: Readiness Approval Inbox
Operations Lead
Monitors due work, decisions and reconciliation exceptions across projects.
Can
- View Organizations, Projects, work packages, Tasks, event readiness, review decisions, operation receipts, record attachments
Starts on: Work Package Board
Set up Event Planning PM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.