Adding an organization to your portal is the first step you will take after an event creator agrees to ticket with you. This allows you to then add a user to the organization, granting them access to the administrative back office pages so they can create and manage their own events and start selling tickets. If you would like to create your own events on your portal then you will need to create an organization to do so.
If you are ready to create your first organization you can check out this article for more details about how to create an organization. When creating an organization in your portal, you will be required to enter the name and address. The other requested information is recommended to be entered as soon as it is available, but any administrative users you create in the organization will be able to update this additional information at their convenience.
An important issue to consider for a portal is whether or not sales taxes or any other additional fees need to be collected with ticket purchases. It is recommended that a portal create any Additional Fees in the Portal Settings before creating organizations. If fees are created before any organizations are added then the option to turn on the additional fees is available when creating an organization. Otherwise, additional fees can be turned on in any existing organization after the fees are created.
Activating an Organization
Once an organization has been created, you will land on the organization management dashboard. The toggle next to the name will allow the portal owners the ability to make the organization active or inactive. The switch will be set to active by default for any new organization.
Clicking the toggle next to the organization's name to off (grey color) will make the organization inactivate and prevent them from publishing events and selling tickets. The organization is active when the toggle is on (blue color).
There are three different levels of Organization users, Account Owner, Admin, and Staff. You will be prompted to add an Account Owner as soon as an organization is created. You are welcome to add more users, but the organization's Account Owner should be able to login now and take over from here.
All organization users are able to manage their own notifications. This and may not be immediately apparent to new users so we recommend sharing links to our knowledge base, specifically the section in the Promoters area regarding Organization Settings.
For more information about setting up organizations we can recommend the following articles from our knowledge base:
- More information about creating and managing Organization Users
- How to set Additional Fees before creating Organizations
- How are Organizations Paid?
- What are the available Settings that Organizations should consider?
You can also continue reading the next article in the systems training series, Types of Events.