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. An organization user is required for anyone planning to use the mobile gate app for checking in or selling tickets.
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.
Only 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 "+" icon to add a user.
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.
The Edit option (#2) will allow you to edit their name, or permission level. To reset their password, click the Reset Password button and an email will be sent. There is no longer an option for manually resetting user passwords, and passwords can only be set by the user by accessing the reset password email.
If you need to edit a user email then you will simply create a new user with the new email address and then remove the previous user with the out of date email address. Click the 3-dots menu on the user card and you will have a "Delete" option.
Notifications allow users to receive emails when specific actions are performed in the system. Each user has their own notification preferences that can be edited by system Admin users.
Notification Preferences
To set and configure your notification preferences:
- Use the navigation menu to go to "Settings"
- Click on "Users"
- Select the user to see their notification settings.
If you are an admin user, you can manage other users' notifications. From the Users list, select the user whose preferences you would like to edit. From the user page (image above) you can toggle on / off the notifications (#3) that you or the user you are editing would like to receive.
Email Preferences
After selecting which notifications you wish to receive, you will be able to set your general Email Preferences (#4 in the image above). You may choose to either receive each notification Immediately or in a Digest format. By default, digests are sent to the email address associated with your user account but you can choose to specify a different email address for the digest to be delivered to in place of your own.
If you choose to receive digests Weekly, you can select which day of the week you would like to receive the digest. At the end of each notification within a digest email notification, you will see a permalink. This link will allow you to view the contents of any specific notification at any time.
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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