Scroll down for the Step-by-Step Guide on how to set your User Permissions
KEY TERMS & TIPS:
What can I do with User Permissions?
You can control what data users can see and manage on Line-Up by assigning specific user roles.
This is for Events, Orders, Purchase Flows and Reporting.
If you have Reserved Seating, then you can also use this to control who can allocate seats and assign price bands.
What user roles can I assign?
You can invite your team members to join your Organisation as one of the following:
- Owner - has full access to all data
- Admin - full access to data but cannot edit the Owner's user permission
- Event Manager - access to data apart from Box Office, live orders and customers
- Box Office - access to Box Office and Orders pages
- Box Office - Admin - access to Box Office, Orders and can allocate, reband and change seat types in Box Office
- Finance - access to Reporting only
STEP-BY-STEP GUIDE:
1. Invite Team Members
a) Click Settings on the left hand side and then the Team Settings tab
b) Click New Invite in the bottom right
2. Select User Role
a) On the pop-up, enter the email address of the user
b) Choose the role you'd like to invite them to join as
c) Inviting someone to Box Office or Box Office - Admin? Choose to restrict their access to a certain Purchase Flow (optional). For more info about Purchase Flows, go here
d) Click Submit and the team member will receive an email invitation to join the Organisation as that user role. For more instructions about setting up or joining an Organisation, go here
3. Edit User Role
a) Click the pencil icon next to the user
b) On the pop-up select the new user role from the new dropdown and click Apply
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