Adding users to your organization allows you to grant admin access to your event management team and allow them to receive important notifications regarding the activities of your organization and ticket buyers. Whether they need full access to your settings, access to process orders for your box office operations, or would simply like to receive a notification each time a customer purchases a ticket, the users section of your organization settings allows you to do all of the above.
A user will need to be created in an organization for anyone planning to use the mobile gate app for the "day of" operations. More info now can be found in our Day Of Operations article.
User Types
There are three different levels of organization users.
- Account Owner users have full access to your organization, its settings and payment information.
- Admin users have full access to your organization and its settings.
- Staff users can view events and services, but cannot edit events or organization's settings.
An Account Owner can create other Account Owners in the organization as well as create Admin and Staff users. An Admin user will only be able to add other Admin or Staff users.
How to Add a User
To access the user management for your organization, click on Settings from the main navigation and then select the Users card.
From the next screen, click the green "+" icon to add a user.
Simply fill out the user's name and email address (phone number is optional) and then set the user's permission level.
After completing the user information, click Save User. This will send a welcome email to that user's email address and create the user in your system.
New User Activation
Any new user will need to verify their email address before they can log in to. An email will be sent to the new user with an option to "Create Password" (see image below). To complete the new user activation, they must click on the create password link and then set a password for their account. This will activate their account and allow them to log in.
If a user cannot retrieve the welcome email then there is an option to resend that email (see "Managing Users" later in this article).
Managing Users
After creating a user, you will land on their user summary page. If the user has not yet accessed the welcome email then the "Reset Password" option (#1 in image below) will only give you an option to resend the welcome email. If they have signed in at least once, then there will be a reset password option.
If the user has not yet verified their email address for this account then the reset password option will be replaced with an option to "Resend Welcome Email". This will resend the welcome email. Please note that this will invalidate any prior welcome emails and that a new user must use the link in the most recent welcome email.
For information on the notifications available (#3) as well as email preferences for specific users (#4), check out our article on Configuring Notifications.
Delete a User
To delete a user, go to the Settings > Users and select the '3-dots' menu. If you are an admin or account owner user within an organization then you will have access to Delete a user. Note that an organization cannot be without an Account Owner user, so you must first create or assign a new Account Owner before you can delete an existing one.
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