Any user with Sales Manager access can add new users to your organization's Sales Team.
Visit your Organization's Settings
In the top left hand corner of any screen, expand the menu. From there, visit the Organizations Hub and select your organization.
Sales Team Tab
Now you should be viewing the Details Tab. To the right of this tab, select the Sales Team Tab.
Select 'Add New Person'
On this tab, select "Add New Person" and fill in all the needed info. Then, select "Invite" to send your new team member their invitation to log in.
*In the Sales Team Tab you can view the status of your invitation. "pending" indicates that an invitation has been sent. "Accepted" indicates that the user has logged in and set up their account.
User Permissions
When adding a new user to the account, you must assign them to a specific role which grants them access to specific features: Sales Manager, Sales Person, and Report User.
Please note: Once a Sales Person accepts their invitation, they will receive a welcome email with a training checklist, integration overview & feature list.
Feature | Sales Manager | Sales Person | Report User |
View all offers | x |
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Invite new users | x |
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Delete users | x |
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Add Rep ID to users* | x |
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Create and edit events | x |
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Change owner of an offer | x |
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View financial reports | x |
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Create discount overrides** | x |
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Create and promote offers | x | x |
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Disable and delete offers | x | x |
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View order reports | x | x |
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View web analytics reports | x | x |
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Submit order adjustments | x | x |
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Clone Offer | x | x |
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Reports Hub | x |
| x |
*(Only for Ticketmaster, Tickets.com) Depending on your provider this may only be available with Open Inventory
** (All except TicketReturn and non-integrated orgs) Depending on your provider this may only be available with Open Inventory