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Manage your team and their roles

Add team members to your Smeetz account, choose the right role for each person, and limit what they can see and sell.

Give every person on your team their own login with the access they need, and nothing more. Each person signs in with their own details, so you always know who did what.


1. Choose the right role

A role decides which parts of Smeetz a person can open and what they can change. Start from the job the person does:

The person will...

Give them

Run the whole account, including billing and payments setup

Owner

Run day to day operations: products, orders, marketing, settings

Manager

Run operations, but not create products or change ticket prices

Restricted manager

Sell and manage orders and attendee lists, without editing products

Seller manager

Sell from the Back-office and the point of sale

Seller

Sell at the point of sale only, without giving discounts

Seller without discount

Work at the till only, signing in with a PIN, without an email address

POS seller or POS seller manager

Scan tickets at the entrance

Security

Follow revenue, booking statements and dashboards

Accounting

Install the booking widget on your website

Developer

Look at your setup without changing anything

Read only

Follow sales of their own event through a dashboard

Promoter

Book tickets for their own customers at negotiated prices

Reseller

👉 POS seller, POS seller manager and Reseller are in beta. They only appear in the role list on accounts where they are switched on. The same goes for signing in to the point of sale with a PIN.

👉 Not sure? Pick the smallest role that covers the job. You can change it later.

For the full list of what each role can do, read What each team role can do in Smeetz.


2. Add a team member

Owners and Managers manage the team. Restricted managers can add new members but cannot edit or remove them.

📌 How to access: app.smeetz.com > your initials (top left) > Account details > Team

  1. Click Create user.

  2. Enter the person's email address and choose their role.

  3. Set what they can access (see section 3).

  4. Choose which emails they receive (see section 4).

  5. Click Save.

✅ The person receives an invitation by email. Once they accept it and sign in, they appear in your team list. Until then they show as pending.

👉 Point of sale only staff (POS seller, POS seller manager)

These two roles do not need an email address. You enter their first name, last name and a 6 digit Access PIN, and they can sign in to the till straight away. No invitation is sent, so give them their PIN yourself.

Their role cannot be changed later. If someone needs a different role, create a new member.


3. Limit access to some products

By default a team member works with all your products. You can limit them to one or more sales collections (a group of products you put together, for example one venue or one event). Read Create a sales collection.

You set this separately for three areas:

Setting

What it controls

Create a sale

Which products the person can sell in the Back-office and at the point of sale

QR Code scanner

Which tickets the person can scan

Product & order tables

Which products, orders, attendee lists and calendars the person sees in the Back-office. For a Promoter, also which sales their dashboards show.

For each area, choose:

  • No restriction: all products.

  • Specific: only the sales collections you select below.

  • None: no access to that area at all.


4. Choose which emails a member receives

Turn each email on or off for the person:

  • Booking receipts: a copy of each confirmed booking.

  • Booking request: bookings waiting for your approval.

  • Intermediary booking statements and Final booking statements: your payout statements.

  • Attendee lists: the list of attendees before each session.

Good to know:

  • A person only receives emails for products they have access to. If their Product & order tables setting is limited to a sales collection, they get a booking email only when the order contains at least one ticket or add-on from that collection.

  • Booking emails go to Owners, Managers, Restricted managers and Seller managers. Attendee lists go to Owners, Managers and Seller managers. Other roles do not receive them even if the switch is on.


5. Change a role or remove a member

📌 How to access: app.smeetz.com > your initials > Account details > Team

  • To change a person's role, access or emails: click their name, make your changes, then click Save.

  • To take away a person's access: click the icon next to their name, then click Remove.

A Manager can edit or remove anyone except an Owner.


6. Good to know

  • One person, several accounts. If you run several venues, the same person can be a member of each account with a different role in each.

  • Point of sale roles are the only ones that can have an Access PIN: Owner, Manager, Restricted manager, Seller manager, Seller, Seller without discount, POS seller, POS seller manager.


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