The web app is easily navigated using the menu on the left side of every page. Be aware that the navigation menu may be hidden when the browser window is less than a particular width. In this case, the three lines ( ☰ ) on the top left of the page will show the navigation menu.
Another useful part of the web app for easy navigation is the “bread crumb trail” just under the blue bar. The benefit of the bread crumb trail is that clicking on any item in the trail will take you back to that item’s page. For the example below, clicking on “Venues” will navigate directly back to the list of available venues.
A portal user has permission in the system to make changes to items owned by an organization. For example, event and customer data are stored in an organization. If a portal user wants to adjust these items they will first need to "click into the organization". To enter an organization, simply go to the organization list and click on the name of the organization. Note that a portal user will need to enter an organization to process an order for tickets in that organization.
The main text in the top blue bar will change to show where you are as a user in the system. For example, in the images below a portal user in the “Portal of Awesomeness” is trying to access an event.
Going "Into" an Organization
Portal Users must enter into any organization where they would like to make changes or process orders. To do so, search for the organization and click on the title. Then you will see the name of the organization in the red bar at the top of the Ticketing app.
For example, in the first image below, the portal user is in the web app as the portal. In the second image, the user went to the organization list and clicked on the organization. By doing that, they have entered the organization "New Organization" and can make changes to the organization and process ticket orders.
If you have more than one user type associated with your user email address, then you can easily switch between users with the option in the top right of the app. Clicking on the user image on the top right will reveal you different users and give you the option to act as any one of those user types by clicking on them.
Learn about initial Portal Settings and information about creating users in our next systems training knowledge base article, Portal Settings & Users.
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