{"id":89770,"date":"2025-05-19T09:00:00","date_gmt":"2025-05-19T08:00:00","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/how-do-i-customize-roles-for-my-event\/"},"modified":"2026-08-14T12:51:48","modified_gmt":"2026-08-14T11:51:48","password":"","slug":"how-do-i-customize-roles-for-my-event","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/planning-events\/how-do-i-customize-roles-for-my-event\/","title":{"rendered":"How do I customize roles for my event?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">In ChurchTools, you can decide on a case-by-case basis for each event and each event template which roles are needed and how many staff members should be assigned to each role.<\/p>\n\n<p class=\"wp-block-paragraph\">If an event occurs on a regular basis, you can select the necessary roles and number of staff for all events at once when creating the series. If something changes later, you can simply adjust the roles and number of staff for each individual event. <\/p>\n\n<p class=\"wp-block-paragraph\">You can customize the roles either directly when creating an event or in an event that has already been created.<\/p>\n\n<h2 class=\"wp-block-heading\">Customize Roles for a New Event<\/h2>\n\n<h3 class=\"wp-block-heading\">1. Create a New Event<\/h3>\n\n<p class=\"wp-block-paragraph\">In the <em>Events<\/em> module, select &#8221; <em>Create New Event<\/em> &#8221; from the menu on the left.<\/p>\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"340\" height=\"455\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/image-48.png\" alt=\"\" class=\"wp-image-7838\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/image-48.png 340w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/image-48-224x300.png 224w\" sizes=\"(max-width: 340px) 100vw, 340px\" \/><\/figure>\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n<h3 class=\"wp-block-heading\">2. Adjust the number of employees per role<\/h3>\n\n<p class=\"wp-block-paragraph\">To create a new event, first select a <em>template<\/em> here and enter the <em>information<\/em> and <em>details<\/em> about your event. On the right-hand side, you\u2019ll see all <em>roles<\/em> sorted by <em>Role categories<\/em>. The number of staff members specified in the template is already filled in here. You can now adjust these numbers as needed before saving your event.   <\/p>\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Events_Event-erstellen_Dienste-anpassen-1.png\"><img decoding=\"async\" width=\"711\" height=\"466\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Events_Event-erstellen_Dienste-anpassen-1.png\" alt=\"\" class=\"wp-image-35522\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Events_Event-erstellen_Dienste-anpassen-1.png 711w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Events_Event-erstellen_Dienste-anpassen-1-300x197.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Events_Event-erstellen_Dienste-anpassen-1-360x236.png 360w\" sizes=\"(max-width: 711px) 100vw, 711px\" \/><\/a><\/figure>\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Events_Event-erstellen_Dienste-anpassen_Speichern.png\"><img decoding=\"async\" width=\"716\" height=\"221\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Events_Event-erstellen_Dienste-anpassen_Speichern.png\" alt=\"\" class=\"wp-image-35524\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Events_Event-erstellen_Dienste-anpassen_Speichern.png 716w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Events_Event-erstellen_Dienste-anpassen_Speichern-300x93.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Events_Event-erstellen_Dienste-anpassen_Speichern-360x111.png 360w\" sizes=\"(max-width: 716px) 100vw, 716px\" \/><\/a><\/figure>\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n<h2 class=\"wp-block-heading\">Customize Roles for an Existing Event<\/h2>\n\n<p class=\"wp-block-paragraph\">If your event has already been created, roles sorted by role categories will already be listed here as well.<\/p>\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"640\" height=\"222\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/image-51.png\" alt=\"\" class=\"wp-image-7844\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/image-51.png 640w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/image-51-300x104.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/image-51-360x125.png 360w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/><\/figure>\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n<p class=\"wp-block-paragraph\">To adjust the roles and staff numbers here, hover your mouse over a role category. Three small icons will appear one above the other on the right side of the role category. <\/p>\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"397\" height=\"105\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/image-50.png\" alt=\"\" class=\"wp-image-7842\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/image-50.png 397w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/image-50-300x79.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/image-50-360x95.png 360w\" sizes=\"(max-width: 397px) 100vw, 397px\" \/><\/figure>\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n<p class=\"wp-block-paragraph\">If you click on the pencil icon, a window will open where you can easily <em>select or deselect roles<\/em> (1) and adjust <em>the number of employees<\/em> (2).<\/p>\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"590\" height=\"364\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/image-52.png\" alt=\"\" class=\"wp-image-7846\" style=\"width:841px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/image-52.png 590w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/image-52-300x185.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/image-52-360x222.png 360w\" sizes=\"(max-width: 590px) 100vw, 590px\" \/><\/figure>\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-1ccdadb1 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p class=\"wp-block-paragraph\" style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Note<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">If you click on the <em>wrench icon<\/em> (3) next to one of the roles, you\u2019ll be taken directly to the settings for that role in the master data. <br \/><br \/>If a role is missing entirely from the role category, you can quickly create an additional role using <em>\u201cCreate New Role in Master Data\u201d<\/em> (4), which you can then use immediately for your planning.<br \/><br \/>For both of these actions, you need the global permission <em>\u201cEdit Master Data\u201d (edit masterdata)<\/em> for the <em>Events<\/em> module.<\/p>\n<\/aside>\n\n<aside class=\"wp-block-group ct-artikel-zum-weiterlesen has-background is-layout-constrained wp-container-core-group-is-layout-79a8db7e wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#f9fafb;margin-top:24px;margin-bottom:24px;padding-top:32px;padding-right:24px;padding-bottom:32px;padding-left:24px\">\n<h4 class=\"wp-block-heading has-medium-font-size\">Read more<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/administration-events\/roles-and-role-categories\/\" id=\"7129\">Roles and Role categories<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/administration-events\/how-to-create-a-service\/\" data-type=\"docs\" data-id=\"7139\">How to create a service?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/administration-events\/how-do-i-create-an-event-template\/\" data-type=\"docs\" data-id=\"7138\">How do I create an event template?<\/a><\/li>\n<\/ul>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>In ChurchTools, you can decide on a case-by-case basis for each event and each event template which roles are needed and how many staff members should be assigned to each role. If an event occurs on a regular basis, you can select the necessary roles and number of staff for all events at once when [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[435],"doc_tag":[689],"knowledge_base":[224],"class_list":["post-89770","docs","type-docs","status-publish","hentry","doc_category-planning-events","doc_tag-screenshot-outdated","knowledge_base-churchtools-modules"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","pp_force_visibility":null,"pp_subpost_visibility":null,"pp_inherited_force_visibility":null,"pp_inherited_subpost_visibility":null,"acf":[],"year_month":"2026-08","word_count":285,"total_views":"1","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Victoria Weidemann","author_nicename":"vweidemann","author_url":"https:\/\/churchtools.academy\/en\/author\/vweidemann\/"},"doc_category_info":[{"term_name":"Planning Events","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/planning-events\/"}],"doc_tag_info":[{"term_name":"Screenshot outdated","term_url":"https:\/\/churchtools.academy\/en\/docs-tag\/screenshot-outdated\/"}],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/89770","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=89770"}],"version-history":[{"count":2,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/89770\/revisions"}],"predecessor-version":[{"id":89782,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/89770\/revisions\/89782"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=89770"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=89770"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=89770"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=89770"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}