Adding users to your organization allows you to grant admin access to your event management team while also allowing them to receive important notifications regarding the activities of your organization and ticket buyers. Whether they need full access to your settings, just need to be able 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.
If you are using the Geotix mobile app to scan tickets or process orders at the door of your event, each device that is logged into the app will need to use its own set of unique credentials. Often times this simply means adding each of your team members as a user but if you have volunteers, you can always use a set of generic gmail addresses to setup credentials for each device.
Adding a User
To add a user to an organization, click on Settings from the main navigation and then select the Users tab from the top navigation. To add a user, click the orange "+" button.
Simply fill out the user's name and email address - the phone number is optional - and then set the user's permission level.
There are 3 levels of User Permissions
- Admin - full Organization access
- Staff - access to all pages except for Settings
- Box Office - can operate the box office, view/edit customers, and pull reports
After completing the user information, click Add. This will send a password reset to that user's email address. They will click the link in the notification, set their password, and then login for the first time. For future access, they will use their email address as their username and the password they set to login at the following URL: https://secure.geotix.com/aaa_login . This url is worth bookmarking for easy access.
After creating a user, you will land on their user summary page where you can send them a password reset email, set their password for them, edit their user information or permission level, and edit their notification settings.
To edit their name, email address, or permission level, simply click the Edit button under their user information. To reset their password, click the Reset Password button. By default, the pop-up window will prompt you to send the user a password reset email. Click the Reset button to do so.
Alternatively, you may set their password for them. To manually set their password, click on the toggle next to Send Reset Password Email to turn it off. You will then be presented with a text box where you can enter a password. Simply enter a password and click Reset. Then, just send the user their new password.
For information on the notifications available as well as email preferences for specific users, check out our article on Configuring Notifications.