This gives planners greater control over the client experience by allowing you to decide whether clients can edit, view, or not access certain features during the planning process.
How to Manage Feature Permissions
From your Event Dashboard:
Click Settings
Select Features
Locate the feature you want to manage
Choose the desired permission using the available icons
You will see a list of available features, including:
E-Card
Floorplan
Guestlist
Moodboards
Quick Links
RSVP
Timeline
To-do
Vendors
Website
Each feature has three permission options that determine how your client can access it.
✓ Editable by Client
When this option is selected, the client or couple can view and edit the feature.
This allows them to actively collaborate with you by adding or updating information within that section.
Example:
When a feature is set to “Editable for client” and marked with the check icon, clients can open that feature and make updates themselves.
✓ Note:
Any updates made by the client in features marked Editable for client (✓) will be saved and visible to you. This allows both you and your client to collaborate and keep information updated within the same event workspace.
🔒 View Only for Client
When set to View Only, clients can see the information but cannot make changes.
A lock icon will appear next to the feature in the client view to indicate that editing is restricted.
If a client attempts to edit the feature, they will receive a notification indicating that the feature is not editable.
This is useful when you want to share finalized information without allowing edits.
Example:
When a feature like Guestlist is set to “View only for client” and marked with the lock icon, clients can view the information but cannot edit or update it.
🔒Note:
Features set to View only for client (🔒) allow clients to see information but prevent them from making changes. If they attempt to edit, the system will display a notification that the feature is not editable.
🚫 Hidden from Client
When a feature is marked as Hidden, it will not appear in the client’s event view.
The feature remains fully accessible to you as the planner, allowing you to manage internal planning details privately.
This is ideal for tools or sections that are for planner use only.
Example:
If a feature such as Floorplan is set to “Hidden from client” and marked with the crossed-out eye icon, the feature will not appear in the client’s event view. It remains accessible only to you as the planner for internal planning and management.
🚫Note:
Features marked Hidden from client (🚫) will not appear anywhere in the client’s event view. Only you and your team will be able to access and manage these features within the planner dashboard.
Why Use Feature Permissions?
Feature permissions help you:
Control how clients interact with your event workspace
Share information at the right stage of planning
Prevent accidental edits to finalized details
Keep internal planning tools private
This flexibility allows you to tailor the planning experience for each client while maintaining full control over your workflow.
If you have questions about feature permissions or need help managing client access, the TTO Support Team is happy to assist.
Reminder:
Always be mindful of the icon permissions assigned to each feature before sharing access with your client. The selected icon (✓ Editable, 🔒 View Only, or 🚫 Hidden) determines how your client can interact with that feature and what actions they are allowed to take within their event view. Double-check these settings to ensure your client has the appropriate level of access.