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Advice and answers from the Event Temple Team

Search results for:managing users
Managing Users & Roles
Learn how to add, manage & remove Users… Adding & Managing Users Across a Chain A Chain Admin can manage Users across all Organizations within… Adding & Managing Users Across a Chain
How Do I Find a Users Email?
More information on Managing Users & Roles… An Admin or a Chain Admin can view user information by going to Settings > Organization > Users & Roles… To see deactivated users, click the "Show Deactivated" toggle icon
How Do I Add a New User to my Event Temple Account?
Add New Users to Event Temple - Add Staff to My Account - Add New User Account… More information on Managing Users & User Roles… If you are the administrator of a single property, Users can be added within your Organization Settings
How Can I Adjust my BCC/Forwarding Address?
Note: Only Admin Users can manage Users More Information on Managing Users… The email is for users, and is not visible to guests when sending emails from Event Temple… When Users leave it is best practice to Deactivate the old User and create a new one; rather than editing
How Do I Change the Billed Organization for a User?
side Click Chain Select Settings on the left side of Event Temple Under Chain Click Users… Click Edit in the Profile section Select which Organization to bill to Click Save Managing… Users & Roles
How do I add a User When I am Part of a Chain?
Adding a User when we we have multiple Organizations- Why can't I add a User to my Chain… Add a New User… Add an Existing User to a New Organization
Can I Delete a User in Event Temple?
Remove a User - Delete Users from Event Temple - Deactivate User… More Information About Managing Users… You can both delete and deactivate users in Event Temple
How Do I add a Read-only User to my Account?
Managing Users in Event Temple… on Settings on the left-hand side of Event Temple Select Organization Click on Manage Users… Reports can be exported by Read-Only Users
Managing Pipelines
The default Pipeline is what will be shown first for all users when viewing the Pipeline page
What are the Differences in User Roles?
Adding users (including yourself) to any organization Removing users from any organization… Reports can be exported by Read-Only Users… This includes: Managing Fields (Custom Fields, Booking Types, Market Segments, etc.)