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User Roles and Access Levels

Learn the functions your OTS users can access to & how to change their assigned user roles.

Micky Small avatar
Written by Micky Small
Updated over 4 months ago

User Roles help you control specific areas and functions of your account 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.

User Roles and Permissions:

  • A Producer has access to every account function.

  • 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 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.


🎭 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.

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