SETTINGS
Organisation Settings
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.
Manage Privileges
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.
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.
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.
Manage Users
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).
Event/Product Settings
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
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 Integration
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.
MARKETING
Marketing Codes
This privilege turns on the menu “Marketing Codes” throughout the system. Marketing codes are used to understand how customers/patrons heard about an event/activity. By default, we have added several standard marketing codes. Click the HELP file for further information about marketing codes.
Categories/Interests
This privilege will give access to Categories/Interests via the Marketing menu and Event/Activities Screen (ability to Add / Edit). Categories are aligned with types of events/activities you hold such as a Comedy Show, Sports, Tour, Theatre etc. You can also create sub-categories – for example, Tour could be the category, and the sub-category could be Island Tour, Land Tour etc. A category can also be made an interest.
Email & SMS Marketing
This privilege gives menu level access to our Mailchimp integration. Mailchimp is software which gives you the ability to create and manage mailing lists, newsletters, automated marketing campaigns and more. It is one of the most widely used email marketing systems in the world. Our integration allows for your data syncing of records between both Mailchimp and TicketSearch, saving you time in having to export records to Mailchimp to send a campaign.
Tags
This privilege gives menu level access to Tags. Tags allow you to automatically tag (i.e. big spender, frequent donor) or manually tag (seat preference E4) a customer/patron based on criteria you select. If auto-assigning based on criteria, as soon as the customer/patron falls within the criteria of the tag, they will be assigned the tag in their customer/patron account and be available for reporting analysis.
Social Media
This privilege gives menu level privilege access to Social Media and the ability to customise your social media settings at module level (i.e. Events/Activities). These are your social media settings available for your organisation. If your social media options change depending on your events/activities/products being built, you can click ‘YES’ in Social media options to appear and adjust against each module. For example, you might have a private event only for members that you don’t want shared with the wider public.
Customer – Household & Relationship
This privilege gives menu level access to Customer Relationships. Customer Relationships involves building relationships and linking customers together. You can create a main relationship title and then create sub-relationships i.e. Household, and the sub relationships are Mother, Father, Sister, Brother.
By creating these relationships, you can easily understand how customers/patrons are related to each other and what their relationship actually is. For example, school relationships may include a principal, teachers and cleaners.
CRM Setup
This privilege gives menu level access to CRM Setup. There are 3 areas: CRM Setup- Notes/History, CRM Setup -Documents, CRM Setup- Tasks.
Pixel Tracking
This is Marketing Menu level privilege only. The Pixel Tracking menu appears if the user has access to this privilege. Pixel Tacking is a HTML code snippet which is loaded when a user visits a website or opens an email. It is useful for tracking user behaviour and conversions. We’ve provided 2 integrations, Facebook Pixel Tracking (advertisements created through Facebook) and Google AdWords Pixel Tracking (advertisements created through Google).
Tracking Links This feature is not yet available.
Google Analytics
This privilege gives menu level access only. Google Analytics is a web analytics service that tracks and reports website traffic, currently as a platform inside the Google Marketing Platform. This is a free service offered by Google to track your customers/patrons’ habits. For instance, it can show you where they drop off through your website. To enable this function select ‘yes’ and enter your google analytics ID.
Opt in-Manage
This privilege gives menu level access and Module (i.e. Events) Access (Add / Edit). Marketing Opt-ins are a form of permission marketing where customers/patrons “opt-in” to receive follow-up communication via a specific communication channel. Your important opt-ins options (say that fast three times) will appear during the customer/patron setup or sales process. For example, opt-ins can be employed to send further information about your events/products to customers/patrons or to add them to specific mailing lists.
Meta Tags
This privilege gives menu level access and Module (i.e. Events) Access (Add / Edit). Meta Tags are snippets of text that describe a page’s content. The Meta Tags don’t appear on the page itself, but only in the page’s code. Basically, Meta Tags are little content descriptors that help tell search engines such as Google what a web page is about, this will help your organisations page/event/activity appear in search results.
EVENTS/PRODUCTS
Ticket Types – Manage
This privilege activates the “”Ticket Types”” menu under tools and templates. (Note – if user doesn’t have access to the ticket types menu to create them, a user can still build a pricing template if they have access to pricing templates). The user will not have access to adding a new ticket types while creating pricing template.
Information about Ticket Types: Ticket type is a ticket classification with its own price, quantity, restrictions, etc. Examples of this include Adult, Child, Family, Student and more.
This will give you global access where all your ticket types are listed. When creating pricing, you’ll be able to apply applicable ticket types to your pricing templates without having to create the same types over and over again, saving you time.
Pricing Template – Manage
This privilege activates the “Pricing Template” menu under Tools and Templates. If user has access to Events, the user will always have access to setup pricing at the event build level, but those templates won’t be saved at organisation level as a template for future use. They will only be able to create pricing templates that will be applied to those events and saved against the event. What is a pricing template? It’s essentially the pricing that defines what should be charged. When building an event/activity, the key is identifying how many pricing templates you need. For every date/time that has different pricing, you’ll need to create a pricing template. For example, if ‘Saturday matinee’ has different pricing to ‘cheap Tuesday’ and ‘weekends’, then you will need three pricing templates. You may even create one called ‘main’ which will be allocated to most dates and times. In saying this, all days could use the main template, while Tuesday will use the cheap Tuesday template. Your Saturday matinee time will use the matinee template and finally, your weekend pricing will be taken care by the weekend template.
Hold Templates
Holds can be tickets held for staff, promoters, sound desk, competition winners etc. If your capacity was 1000 and your holds were 100, 900 tickets would then be available online. By creating a Hold Templates, you can then allocate this to specific dates/times that have similar holds, saving you time. You can always adjust these holds on a date/time basis, so this is simply what’s the fastest way to create your holds. This privilege activates the “Manage Venue/Manage Hold” menu under Events. With this privilege you’ll able to assign a Hold Template at the event level and create new ones and edit existing ones. If a user doesn’t have access to Hold Templates, the user will only be able to select a template from the event build and not be able to create or edit templates as long as the administrator has activated this function for the organisation. For General admission pricing templates, users will be able to allocate holds in the pricing template as long as the user has the pricing template privilege.
Ticket Layouts – Manage
This privilege activates the ‘Ticket Layouts’ menu under tools and templates. If a user doesn’t have access to ticket layouts, the user can still select a ticket layout option from the list in each of the relevant modules such as Events, Merchandise build as long as they have access to these modules. At the module level, the user will not be able to add or edit ticket layouts. This option is also only visible if the administrator has activated ticket printing under Settings > General Settings. The ‘Ticket Layouts’ menu allows you to create, edit and delete ticket layouts for use by your events/activities, merchandise, vouchers and memberships. Ticket layouts are specifically for hard copy tickets printed by a thermal BOCA ticket printer.
E-Ticket Layouts – Manage
E-Ticket layouts are used to create a template for tickets you are sending to customer’s email addresses which they would then present at an event/activity. This privilege activates “E-Ticket Layouts” menu under tools and template and for each module if applicable such as Merchandise, Memberships and Vouchers. If a user doesn’t have access to e-ticket layout, they can still select a ticket layout option from the available list at each of the module levels such as events. The user will not be able to add or edit e-ticket layouts.
GL Account Codes – Manage
General ledger (GL) account codes are numerals you assign to different debit or credit entries to make accounting easier and more functional. This privilege activates the ‘GL Account Codes’ menu under tools and templates. If the user has access to modules such as events but does not have access to the GL Account Codes privilege, the user will still be able to select a GL Account Code option from the list. The user will not be able to add or edit GL Account Codes.
Reporting Codes – Manage
“This privilege activates the ‘Reporting Codes’ menu under tools and templates. If user has access to modules such as events, and not to Reporting Codes, the user will still be able to select an option from the list. The user will not be able to add or edit Reporting Codes. Reporting codes can be allocated to any event/activity and allows you to generate reports based on these specific reporting codes. This allows you to streamline your reporting which is efficient and saves your organisation time.
For example, you may setup external promoters with a reporting code so they can generate a report to analyse how successful their touring shows have been at your venue. On the other hand, if you have different departments (library and theatre) using the system or even different venues/areas (i.e. Organisation 1 has ABC Theatre but ABC Theatre has a side venue and also does touring shows by XYZ venue), each department will be able to generate reports based on a specific reporting code as long as the reporting code is correctly assigned to events/activities and products. This means that you can generate a report that collates all of the data from each associated department, venue or area connected to your organisation that you have specifically linked with a Reporting code.
Email Templates – Manage
This privilege is menu level access only and activates the ‘Email/Letter/SMS Templates’ menu under tools and templates. This area allows you to customise your Email/Letter/SMS templates from your confirmation email to your pre and post email reminders, right down to your staff requested a password reset. Every template in the system can be customised. This will also give you access to membership letters and the ability to customise the SMS that is sent by our system for SMS barcode tickets.
Questionnaires/Surveys – Manage
This privilege activates the “Questionnaires/Surveys” menu under tools and templates. If the user has access to modules such as events and not the Questionnaires/Surveys privilege, the user will be able to select a Questionnaire/Survey option from the list but not be able to add or edit templates. Questionnaires/Surveys gives you the functionality to collect information from customers/patrons per ticket/item or per transaction. Per ticket questions could include questions about dietary requirements and per transaction questions could include topics about event improvement or thoughts on a show. When creating an event, you’ll be able to select the templates you create, and you can also create Questionnaires directly from the modules such as events/activities and merchandise.
Documents – Manage
This privilege activates the ‘Documents’ menu under tools and templates. If a user has access to modules such as events and not to Documents, the user will still be to select a document option from the list but not be able to add or edit documents. ‘Documents’ allows you to load files into this template area to be assigned to an event/activity against the confirmation email, a session/performance or a ticket type/discount.
For example, your confirmation email could have important information about how to enter a venue while a document loaded against an opening night could state some special instructions. Against a child ticket type, you could have important information that needs to be filled and returned to you. Documents will email and also if the order is printed, the documents will also print. Batch printing/bulk printing i.e. for mail and collect at box office on night of a show will print as part of the batch as well
Waitlist – Manage
“This privilege activates the ‘Waitlist’ menu under tools and templates. If the user has access to modules such as events and not to the Waitlist privilege, the user will still be able to select an option from the list but not be able to add or edit Waitlists. A waitlist is when an event/activity is sold out and those customers who didn’t receive a ticket can be added to the waitlist. If/when vacancies become available, you will be able to generate a list via the module (i.e. events) and contact these customers. This area allows you to create different waitlist templates to account for the different requirements you may have for a waitlist. For example, different messages per waitlist and different capacities of customers that can join that waitlist.
Tip: When creating an event/activity or other modules that you have access to, you will be able to assign the relevant waitlist template.
Manage Events
This is menu level privilege only to Manage Events (can be renamed via jargon). This privilege allows you to build your event/activity with ease using our 5-step wizard.
Manage Venues
This privilege activates “”Manage Venues/Manage Holds”” menu under Events & Products and also activates in the event build with full access to add/edit venues etc. If user has ability to build events but not able to manage venues/locations, user will only be able to select a venue from the list at event build. A venue/location is the place where you will be holding your event or activity. This information will be displayed to your customers during the sales process and will also be shown on their tickets and order confirmation.
By creating a venue/location in advance and defining the details such as the seating plan configurations, when building an event/activity, you can simply select the venue/location from a list and have the details and seating plan already set up by default. You can also create venues on the fly directly via the event/activity build process. It’s your choice.
Merchandise & Add Ons – Manage
This privilege activates the ‘Merchandise & Add-Ons’ menu under Events & Products. If a user wants to allocate merchandise to the event sales process as an up-sell, the user will need to have the ‘Up Sell – Manage’ privilege. Merchandise & Add ons allow you to sell merchandise/products such as drinks, programs or company branded t-shirts as either stand-alone items and/or as part of an experience (e.g. purchase an event and buy a drink at 20% off). When building an event/activity, you’ll be able to select one or more items as an up-sell experience. Merchandise items can also be created as up-sell only, meaning that they cannot be bought without an event/activity.
Up Sell – Manage
This privilege activates Merchandise Upsell functionality under Manage Events/Activities, Step 1: Options & Add Ons. If a user does not have access to Merchandise & Add ons-Manage, the user is still able to select merchandise items for upsell capability. Add an upsell as part of the sales journey of the customer to generate higher revenues. Also, sell wine, chocolates, programs and other items as part of the experience. Upsells can be added against an event and/or against a specific ticket type, e.g. alcoholic drinks for adults while children are offered popcorn.
Cross Sell – Manage
This privilege activates Cross Sell functionality under Manage Events/Activities, Step 1: Options & Add Ons. A user can select events/activities, merchandise, vouchers, categories and exclusive deals to link to the module. For example, if a customer purchases a comedy show, you can target them with exclusive discounts off other comedy shows.
Gift Vouchers – Manage
A gift certificate is used to avail some discount or gift. The gift certificate represents a promise from the issuer to the holder of the certificate that they can choose a product of their liking in exchange of the certificate. Gift vouchers are often useful where a customer isn’t exactly sure what to purchase on behalf of someone else. This privilege is menu level only and activates the Gift Voucher module as a standalone menu option.
Memberships – Manage
This privilege activates the ‘Memberships’ menu as a standalone menu. If the user also has access to the below modules, they will be able to see membership options under Marketing > Tags, Ticket Types, Deals and Discount & Subscriptions & Packages. The Memberships area allows you to create your membership programs that may expire on a specific date, be a rolling membership that expire a set number of days from date of purchase or have no expiry.
Memberships – Manage Members
This privilege activates the ‘Build & Manage Members’ menu under the membership module. There are 3 menu options that a user will have access to being New Members, Manage Renewals and Lapsed Memberships. New Members allows for printing of new member letters in bulk. A reminder that when selling a membership, you always have the opportunity to print the letter at point of sale which will remove the letter from this area.
Manage Renewals are the letters for member renewal reminder 1 and reminder 2 letters. If a member renews in between letter 1 and 2, the letter will not be visible in renewal reminder 2.
Lapsed Membership: applies where the membership has lapsed, and the member no longer has access to benefits.
Fundraising/Donations – Manage
This privilege activates the “”Fundraising/Donations”” menu. If the user does not have access to this area, while building events/activities and other modules, they will be still be able to select a fundraising campaign. If the user also has access to the below modules, they will be able to see Fundraising/Donation options under Marketing > Tags, Ticket Types, Deals and Discount & Subscriptions & Packages. Fundraising is the process of collecting money as donations for a cause. This area allows you to create multiple fundraising campaigns e.g. raise funds for your theatre or another charity, the choice is yours. You can set as many campaigns as you like. When building events/activities, merchandise etc., you’ll be able to select all or choose particular campaign(s) to display. For example, if you had a charity fundraising ball, your fundraising campaign could be targeted to raise money for a cancer foundation.
Subscriptions & Packages – Manage
This privilege activates the “Subscriptions & Packages” menu with ability to build and edit. A subscription allows you to create a fix or flex package where the customer receives a bigger discount for more items.
Deals & Discounts – Manage
This privilege activates the “Deals & Discounts ” menu where you can setup a deal based on a percentage/dollar value, module i.e. purchase a membership and get 2 drinks for free and waive fees (delivery, payment, per ticket/item and transaction fee.
Link Generator – Manage
This is menu level privilege only to access the Link Generator. Link Generator is a simple but effective add-in that enables users to generate a web-link for customers to purchase from targeted modules online such as events, merchandise, deals and discounts etc. You can even generate a link that promotes specific dates, price scales (such as VIP), ticket type, promo code, marketing code, category and more. These links can be sent out as a private link only (for specific customers), or as a direct link to a module you would like to target.
SCANNING
Scanning
This privilege activates the scanning menu and gives full access to the scanning app. The TicketSearch Scanning app allows you to scan tickets using an apple or android device. Built with the latest technology, you can scan at lightning speed ensuring queues move quickly. With a contemporary design and user-friendly interface, you can also stay informed with live statistics using the easy to read sales dashboard which shows how many customers have been scanned compared to tickets sold.
SALES
Standard Sales – Sell
This is menu level privilege to be able to sell tickets/items through TicketSearch. Each module such as Events, Merchandise, Vouchers, Memberships and Donations have their separate sell privileges that must be assigned.
Fast Sale – Sell
This is menu level privilege to be able to sell tickets/items using the one-page Fast Sales option through TicketSearch. Fast Sales are employed usually on the day/night of the event/activity and are used to save time in the sales process (e.g. if you have a lot of people arriving at once). It is a one-page scenario which allows backend users to process sales in a timely manner.
Batch Print
This is menu level privilege only. Batch Printing allows you to print tickets that have been processed as box office collection, mail or collect to your BOCA printer when required. You can print tickets, merchandise, event, up-sells and vouchers. You can also print from your Batch Print History. Depending on your Operator Settings, the system will automatically print a header card, the ticket/s and a receipt. We recommend batch printing a maximum of 200 orders at one time.
Customers & Transactions – Search / View
This privilege activates Sales > Customers & Transactions and specifically the customer search and transaction search button. The customer search button allows a user to search for a customer via the customer search button and then view the customer records while the transaction search allows the customer to search for transactions. The user cannot add/edit a record until they have the Customer Add and/or Customer Manage/Edit privilege. The user is also able to search for a customer via the finalise order screen of the sales process. In terms of editing a transaction, such as resending a confirmation email, the user must have the Customers & Transactions – Manage/Edit option. Refund/Exchange are separate privileges that must be assigned.
Customer – Add
This privilege activates the Sales > Customers & Transactions menu and specifically the ‘Add Customer’ button, which allows user to add a customer to the system via customer & transaction or via the finalise order screen of a sale. If the user does not have the Customers & Transactions -Manage/Edit privilege, the record is view only and cannot be edited.
Customers & Transactions – Manage/ Edit
This privilege allows user to edit a customer’s details and record via customers & transactions area and both sales processes. User can’t manage transactions i.e. refunds exchanges, can’t assign tags, link customers, use advanced CRM without those specific functions being assigned.
Customer – CRM (Task, Notes, Documents)
This privilege allows the user to view/add/edit Task, Notes & Documents against a customer record. If the user does not have this privilege, they will not be able to view these tabs against the customer record.
Customer – Tags / Interests
This privilege allows the user to view/add/edit Tags and Interests against a customer record. If the user does not have this privilege, they will not be able to view this tab against the customer record.
Customer – Household & Relationship
This privilege allows the user to view/add/edit Households & Relationships against a customer record. If the user does not have this privilege, they will not be able to view this tab against the customer record.
Merchandise/Products – Sell
This is tab level privilege under Sales > Standard Sales that gives the user the ability to sell Merchandise.
Gift Voucher – Sell
This is tab level privilege under Sales > Standard Sales that gives the user the ability to sell Gift Vouchers.
Memberships – Sell
This is tab level privilege under Sales > Standard Sales that gives the user the ability to sell Memberships.
Donations – Sell
This is tab level privilege under Sales > Standard Sales that gives the user the ability to take Donations.
Subscription & Packages – Sell
This is tab level privilege under Sales > Standard Sales that gives the user the ability to sell Subscriptions & Packages.
Deals & Discount – Sell
This is tab level privilege under Sales > Standard Sales that gives the user the ability to sell Deal & Discounts.
Reservation – Sell, cancel, pay, process partial payments, deactivate & change auto release
This allows the user to place a reservation (a reserve pay later button is visible on the finalise order screen) and pay/cancel/process/deactivate and change the auto release date against the reservation.
Process Reprints
This privilege activates a button against a transaction and the customer record with the ability to reprint a ticket/items. If the user does not have access to this option, the button simply won’t appear.
Process Ticket Transfer
This privilege activates the Transfer button under customers and transactions against a transaction with the ability to transfer a ticket rather than perform an exchange i.e. transfer from one customer to another.
SUPERVISOR
Sales – Modify Any Fees
This privilege provides the user with the ability to modify the transaction fee, per ticket/item and delivery fee at the sales checkout page. If user also has access to refunds and/or exchanges, the user can adjust these fees when considering how much to refund or what to include in the exchange.
Sales – Override Ticket / Item Price
This privilege provides the user the ability to change the price of a ticket/item and per ticket/item at sales checkout page. The user will see a ‘Click to Price Override’ button on the finalise order screen.
Sales – Standard – Skip Entering Customer Info
This privilege gives the user the ability to process a standard sale without assigning a customer.
Seat Map Holds – Adjust
Allows the user to adjust holds for seating plan events via the Events Listing page under ‘Capacity/Holds’ or directly in the event build (Step 3: Schedule Editor).
Pricing – Adjust
Allows the user to adjust pricing on a date/session/performance by performance basis once an event/activity is live from the Event Listing page and also within the event build under Step 3: Schedule Editor ‘Pricing’. This will not give the user access to manage pricing via Tools & Templates, Pricing Templates.
General Admission – Capacity / Holds Adjust
Allows the user to adjust General Admission Capacity and holds on a date/session/performance by performance basis once an event/activity is live from the Event Listing page and also within the event build under Step 3: Schedule Editor ‘Holds/Capacity’.
Merchandise – Adjust Inventory
Allows the user to adjust inventory for merchandise via the Merchandise Menu, directly from the listing grid. The user does not need to have access to building Merchandise.
Process Refunds
Under customers and transactions, this gives the user the ability to process a refund via the refund button. The user must have the privilege Customers & Transactions – Manage/ Edit as well.
Process Exchanges – Equal or Higher Value
Under customers and transactions, this gives the user the ability to process an exchange via the exchange button for an amount that is equal to or higher than exchange credit amount. if the amount of the exchanged item is lower, this will not be authorised. The user must have the privilege Customers & Transactions – Manage/ Edit as well.
Process Exchanges – For a Lower Amount
Under customers and transactions, this gives the user the ability to process an exchange via the exchange button for an amount that can be lower than the exchange credit amount i.e. exchanges from an adult ticket of $20 to $10 this privilege is required to process the transaction. The user must have the privilege Customers & Transactions – Manage/ Edit as well.
Process Refund/ Exchange – Modify Any Fees
This privilege allows the user to modify any of the applicable fees i.e. decrease the value of a transaction, per ticket/item, delivery and payment fee in the case of refunds and exchanges. For example, you might give have 50% of the fees charged rather than the full value.
Process Refund/ Exchange – Modify Include / Exclude Fees
This privilege allows operator to choose the toggle in case of partial or full refund i.e. user can switch between include and exclude.
CRM Tasks – View All Users Tasks
This privilege allows the user to see all user’s CRM task rather than just their own in “User” dropdown list from the task’s dashboard.
CRM Tasks- View/Create
This privilege allows the user to view and add tasks from the top header where you have today’s tasks and total assigned tasks.