Manage Roles

A role is a template of privileges that can be named and assigned to one or more users in your organization. By using roles, you avoid having to create and assign privileges for each individual user, saving you time. Also, having common roles among your staff will help you keep track of who has which privileges.

We’ve included a default set of roles. They are:

Administrator: this role within the system is the master user, with access to all the default privileges. This role cannot be edited or made inactive. All new features released within the system in the future will be added to this role, which may be distributed to other users.

We’ve added the following message against the Administrator role:

“The Administrator role is the default role that has all the features available in the system. This role cannot be edited or made inactive. Any new features released are added to this role. At least one user must be assigned the Administrator role.

Supervisor: Contains supervisor privileges such as refunds, exchanges, price override etc.

Events/Products: Ability to build all the modules in the system such as event/activities, merchandise etc.

Marketing: has all the relevant marketing functions such as Pixel Tracking, Marketing Codes etc.

Finance: Access to financial reports only i.e. for reconciling.

Sales: has the main sales functions such as selling tickets, items, customer search, add etc.

Scanning: allows you to scan tickets from the mobile app.

Options available for Roles:

Click in the search field to narrow down your search results, applicable if you have many roles created for your organization. You can also click on status to narrow down search results.

Tip: always remember to click “search” to search for results if a filter has been selected and to click “Clear Filters” to clear any filters you’ve previously used.

Adding a Role: click+ New Role” at the bottom of screen to add a new role.

Complete the following details:

Role Name:  this is a unique role name that you can identify by when allocating to a user.

Role Description: allows you to add details of why the role has been setup and any special notes. This will be useful for anyone else that also has access to this area.

Allocating Privileges: simply select the entire privilege group to allocate all items from the privilege group or click the ‘+’ sign to expand and select individual items. To speed up the process, an alternative is to click the entire privileges group and then unselect privileges not required.  As you select privileges and/or privilege groups, the system will increase the count of number of items selected i.e. (12 of 23 Items selected).  

Click “Save” to save changes or “Cancel” to cancel and disregard any changes.

Making a role Active/inactive: simply click in the active column the switch, coloured for on or grey for off. Please note, the administrator role can never be disabled.

Editing A Role: click the “edit” option, make your desired changes and click “Save”. You are able to change the role name, description and privileges assigned to the role.

Copying a Role: this is desirable if you have a similar role structure, but you may want to alter a few privileges, hence copying may be a faster alternative. Enter a new role name and description, make your changes to privileges and click “Save”.

Deleting a Role: Click on the delete bin icon. If you have any users assigned to the role, you will receive the following error:

“If you delete this role, access to the system will be disabled for 1 users”

Yes / No

Then, as a precautionary step, if you click yes, the following message will appear:
“Are you sure you want to proceed? Please click on yes for permanent removal of Role.”

Yes / No