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Add Sales Team Members/Update Roles & Permissions
Add Sales Team Members/Update Roles & Permissions

Learn how to add new users to your organization's Sales Team and set permissions.

Nicole Preston avatar
Written by Nicole Preston
Updated over 2 weeks ago

Any user with Sales Manager access can add new users to your organization's Sales Team.

  1. 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.

  2. Users Tab

    Now you should be viewing the Details Tab. To the right of this tab, select the Users Tab.

  3. Select 'Add New User'
    On this tab, select "Add New User" and fill in all the needed info. Then, select "Invite" to send your new team member their invitation to log in.

    *In the Users 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. 

  4. Add Rep ID, if applicable
    Add a Rep ID that matches your Sales Manager or Sales Person's ID in your primary ticketing system. This will allow you to track sales back to that user.

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, Customer Service, and Report User.

Feature

Sales Manager

Sales Person

Report User

Customer Service

View all offers

x

Invite new users

x

Delete users

x

Add Rep ID to users*

x

Create and edit events

x

Change owner of an offer

x

View financial reports

x

Create discount overrides**

x

Search, View, & Resend Order Confirmation Emails

x

x

x

Create and promote offers

x

x

Disable and delete offers

x

x

View order reports

x

x

View web analytics reports

x

x

Submit order adjustments

x

x

x

Clone Offer

x

x

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

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