This helpdoc explains how to add new users, assign user types, and configure permissions. It covers Standard Users for internal staff with a helpdoc link to Event Manager Users for limited access by external users, like event renters.

How to Add a New User

  1. Navigate to User Setup: Go to SET UP > MORE > USERS.

  2. Add a New User:

    • Click the green Add User button on the top-right corner of the page.
       
    • Fill in the user's information:
      • Name
      • Email
      • Username
    • For User Type, leave it as Standard User (default):

      • Standard Users: The primary user type for your organization (e.g., box office staff, managers, accountants, etc.)

      • Event Manager Profiles: Designed for external users (e.g., event renters) with limited access. Learn More about Event Manager Profiles.
    • Once the information is entered, click the green ADD USER button at the bottom of the screen.
      The user will receive an email to create a password and sign in.

      Note - the user needs to set their password as soon as possible as the password reset link will expire if no action is taken. 


  3. Set User Permissions:

    • After creating the user, click the green Permissions button next to their name. You can complete this step even before the user accepts the password reset email.



    • If the user should be an Admin:

      • Check the Admin checkbox at the top of the permissions page.
      • Admin accounts have access to the main dashboard.
    • Assign specific permissions by selecting navigation tabs:
      • For example, enabling EVENTS grants access to that navigation tab.
      • Further refine access by deselecting checkboxes for restricted various elements within a section.
    • Click SAVE to finalize the permissions.