Access ‘Organisation Settings’, a 4-step wizard process that defines the key settings within your system- Company Details, General Settings, Sales & Delivery & Finance Setup. These settings will copy across and save you time when you’re using TicketSearch to build events, activities and products in the future. This should be a highlight restricted area.
Every function available to a user within the system is classified as a privilege and can be restricted. For example, the ability to process a sale, a refund, issue an exchange, or even look-up or add a customer/patron are separate privileges. By default, we have grouped all privileges into pre-defined privilege groups, but you can move any privilege between any privilege groups, and even create new privilege groups as needed.
Privilege groups simplify the creation of roles (step 2), that meet your organisation’s needs, by allocating multiple related privileges, rather than having to select from the, over 100, individual privileges. Roles are the security level access to the system.
Roles are used in the creation of users (step 4). Each user is assigned a role, which defines the privilege groups and/or the individual privileges available to them and therefore their level of access to the entire system.
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.
Global User Settings
Global User Settings allows you to add a default setting for all users to speed up the settings process involved in setting up a new user. Set up the key commonalities you want across all users such as whether for walk-up sales, when a staff member clicks on the finalise order screen to process a sale, the delivery type can be pre-populated as Print while on the Telephone source eTicket. This will help speed up the sales process.
Once a preference has been selected, you have the opportunity to override this at an individual user level. It’s important to setup your Global User Settings first before setting up a new user.
A user is an individual who is granted access to your organisation. A user has his or her own access login and password and privileges based on the role you assign. Each user must be assigned a role, which can be a role built specifically for this user or a role that is used by many individuals.
Once you have created a user within the system, you can manage and customise each user’s setting and access here as well as search users, activate/deactivate users, search last login attempts etc. This is also where you ADD new users to the system and set up their profile.
My Own Settings
This gives the user access to their own settings such as the default delivery methods against a sales channel (i.e. walk-up Print distribution by default and Phone is eticket).
These are various modules settings relating to Events/Products that can be adjusted depending on your preferences. Once you update these settings, they will have a global impact except in instances where you can customise the option at the module level. This should be a highlight restricted area.
Customer Fields Setup
Customer Fields Setup allows you to manage customers in the system by adding, editing and organising the display of your customer database fields. For example, you could collect a date of birth from the customer MyAccount (online) and from online guests creating an account or you can limit this field to an age range. You have complete control to create, update, and make fields mandatory/optional/hidden in different views of the system such as backend and online.
platform Customisation allows you to personalize your online customer sales purchase experience to match your own brand/website. Change fonts, colours, buttons – the choice is yours.
Give your customers an integrated and seamless experience. For clients on the Enterprise plan, hide fields you don’t want to see and change default text. You can even change the layout of the page by moving fields around it or increasing field/image sizes. All modules such as merchandise, donations, vouchers etc can be customised individually.
Customer Database Import
Allows you to import your customer database into TicketSearch from any other system. Also, if you are maintaining a separate CRM system, you can regularly update your CRM to TicketSearch. There are certain rules that must be adhered too, to ensure that your import of data is accepted.
API allows for interactions between data, applications, systems and devices. This system has been developed with every field in the database able to be pulled via an API. This allows you to connect to any other software system where data can flow between systems. For example, if you are using a finance system and a separate CRM system, you can connect with these systems and have data flow between systems such as customer/patron record data so that records are always accurate. From a financial perspective, having data flow into your finance system can save hours of entering this information manually.
Reports – Schedule
A scheduled report is a report that is sent out via email at specified times. You can identify and choose what is included; who should get the report, and how often it will be sent. The scheduled report contains data for the time frame you selected, relative to the time you set the scheduled report to execute.
To schedule a report, go into REPORTS and select the desired report you would like to schedule. Expand the ‘SCHEDULE REPORT’ accordion, then complete the next steps.”