User Roles help you control specific areas and functions of your account that your users can access. Each role has different levels of access and permissions. For example, an usher who is scanning tickets does not have the ability to view or change settings.
đWalk Through
Navigate to the User Management section under Admin Settings to add and remove users or edit user roles.
Adding a new user
đNoteworthy: A Producer on any account may add users and assign various roles, each of which has different access levels and views.
On the Account Users page (User Management), click the Add User button.
Add the new user's first name, last name, and email, then select their access level.
Click Roles to view the dropdown of access levels available. You may select more than one. View User Roles and Permissions information below for details on what permissions are included in each role.
đ Noteworthy: We recommend you give all box office representatives Point of Sales Access, which allows these users access to the Box Office Portal and Live Check In List. They wonât have access to financial information.
Next, click Create User to send a verification email to the provided email address.
Removing a user
Find the user you wish to remove in the Users table.
Click the three dots in the Actions column on the same row.
Click Delete. You will be prompted to confirm that you want to remove this user from the account.
Click Delete again to confirm and remove the user. They will be removed from the table and you will see a confirmation message.
Editing a user's role or name
Find the user you wish to edit in the Users table.
Click the three dots in the Actions column on the same row.
Click Edit. A modal will open where you can edit the user's first name, last name, and user role(s).
Click in the Roles section to add new roles for this user. You can also click the X next to the role name to remove it. Once you have made your changes, click Save.
The Users table will update and you will see a confirmation message.
Removing a user's role can also be done from the Users table by clicking the X next to the role name.
đ Noteworthy: Emails are not editable. If you need to update an email, simply add the new email and user and delete the old email/login.
User Roles and Permissions Information
A Producer has access to every account function. Only a Producer can grant Producer permissions to other users. If you need this access, contact someone in your organization with the Producer role.
A Junior Administrator helps to build and maintain the website. This role has access to the following functions. They can:
Create a new production
Delete websites
Edit websites
View websites
Disable standby mode
Edit the organization (org) website
A Box Office Manager is in charge of financial transactions for a given production and for the organization. This role has access to the following functions. They can:
View website for draft, live, and past productions
View an organization's website
Full access to the ticket sales page
Create, edit, and delete discount codes
Create and edit a subscription
View payouts
View and print financial and patron reports
Search Orders
Point of Sale access is for box office staff who will be helping to process ticket orders and check patrons in on the day of your event. This role can be assigned to any volunteers who will help run your box office. This role has access to the following functions. They can access:
The Box Office Portal
The Live Check In List
Ticket Scanning can be added to any of the above user roles. This role has access to the following QR code scanning functions that allows for an easy check in process. Please add one of the above roles in addition to the Ticket Scanning option.
đ Noteworthy: If an organization has more than one box office setup - i.e. a university has multiple departments selling tickets that are set up as unique organizations under their parent organization, users can sell/manage box office functions for any/all of them. When adding permissions, select 'Box Office Manager' and 'Create/Switch' Organizations. To add a user to the Create/Switch Organizations, they must be a user in the parent organization.
To restrict a userâs access to a specific organization or venue, navigate to their profile while viewing the desired organization and ensure the option to grant access to all organizations is not selected.