Adding users to your portal allows you to grant admin access to your team while also allowing them to receive important notifications regarding the activities of your organizations and their ticket buyers. Whether they need full access to your settings, just need to be able to add organizations and setup events, or would simply like to receive a notification each time a customer purchases a ticket, the users section of your portal settings allows you to do all of the above.
When you login to the mobile app as a portal user, you will have access to all of the events in your portal. You do not need to add yourself as a user to a specific organization in order to manage their event in the app.
Adding a User
Navigate to the Settings tab in your portal menu and click on the Users tab.
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. There are three different levels of portal users.
- Account Owner users have full access to your portal, its settings and payment information.
- Admin users have full access to your portal and its settings.
- Staff users have full access to the portal but cannot access any of the portal's settings.
An Account Owner can create other Account Owners in the portal as well as create Admin and Staff users. An Admin user will only be able to add other Admin or Staff users.
After completing the user information, click Save User. This will send a welcome email to that user's email address. They will click the link in the notification, set their password, and then log in for the first time. For future access, they will use their email address as their username. This URL is worth bookmarking for easy access.
After creating a user, you will land on their user summary page where you can resend them a welcome email or edit their user information or permission level, and edit their notification settings.
To edit their name, email address, or permission level, click the Edit button under their user information.
Click "Resent Welcome Email" if a user isn't able to find their welcome email. Remember - the welcome email comes from your Portal's "contact email".
After a user has set their password with the welcome email, you will have the option to reset their password, click the Reset Password button and a password reset email will be sent to the user's email address.
For information on the notifications available as well as email preferences for specific users, check out our article on Configuring Notifications.