Keap Event Staff Access Level & User Permission Guide

Data Security: Keap Permissions for Event Organizers

Managing an event requires a large team, but not everyone needs access to your sensitive financial data or your entire CRM database. This guide helps you define and implement user roles in Keap.

Common User Roles for Event Teams

Configuring Restricted Access

Keap allows you to create User Groups. Use these settings to protect your data:

• Record Access: Limit staff to only viewing contacts with the 'Current-Event-Attendee' tag.
• Financial Permissions: Disable 'View Orders' and 'Process Payments' for all non-admin staff.
• Exporting Data: Ensure 'Export Contacts' is strictly disabled for temporary event staff.

The Tixified Integration Advantage

When using Tixified, much of the data management is automated. You can sync ticket sales directly to contact records without staff ever needing to touch the back-end of Keap. This reduces human error and security risks.

Audit Trails and Accountability

Use Keap's 'History' tab on contact records to monitor who is making changes. If an attendee's status is changed, you can see which staff member applied the tag, ensuring total accountability during the chaos of a live event.