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 Add User button on the top-right corner of the page.

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    • 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 an 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 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. 
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Set User Permissions:
After creating the user, click the Permissions button next to their name. A slide out menu will appear and you can set the users permissions.

You can complete this step even before the user accepts the password reset email.

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If the user should be an Admin:
  • Check the Admin checkbox at the top of the permissions page. Otherwise leave this unchecked. 
  • Admin accounts have access to the main dashboard.
  • Assign specific permissions by selecting each of the 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 or SAVE + CLOSE to finalize the permissions.