The Geotix service is accessed via the Web App, app.geotix.com, which requires logging in with a verified user email and password. Users will have access to only the items in their purview as a Portal User or an Organization User. The information provided in this section of our knowledge base is designed for portal users, but the information related to events, tickets, promotions, and customers is also valid for organization users.
A portal user has permission in the Geotix 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.
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.
In the first image below, the portal user will not be able to save any changes to the event or its customers because the text at the top shows that they are still working in the web app as the portal. In the second image, the user will be able to make and save changes to the event because they first went to the organization list, clicked on the organization hosting the event and then navigated to the event. By doing that, they have entered the organization "Wyne Tray El" and can access all features of the system for that organization's event.
Learn about initial Portal Settings and information about creating users in our next systems training knowledge base article, Portal Settings & Users.