To add a user to an organization, at the organization level, click into the Settings page and then Users. Over on the right-hand side, you will see +Add a User button.
Simply fill out the user's name and email address (phone number is optional).
You will then have the choice to set the user's permission level.
There are 3 levels of User Permissions
- Admin - full Portal access
- Staff - access to all pages except for Settings
- Box Office - can operate the box office, view/edit customers, and pull reports
You are also presented with the option for this user to receive Payout Notifications. These are the nightly (or post event) emails summarizing your revenue, ticket fees, and merchant processing fees.
Once this is all filled out, click Save User, and a password reset will be sent to that user's email address. Once they reset their password they'll automatically be logged in to the system, but for future use, they'll want to bookmark and use this URL:
Tip: Any admin or portal level user can add new users, delete users, or sent password resets.
Remember - users are automatically emailed a password reset. No need to send another.