It is easy to give different members of your organization access to your OvationTix account by creating new users with unique email addresses and passwords. Each can be given select permissions to restrict access to just the areas of the account they need to do their job.
To create or edit users, hover over Tools and select Users from the menu. (If you do not see this option, you should talk to the OvationTix admin at your organization about your user permissions.) Here, you will find a list of your enabled/active users, as well as a tab to view any disabled/past users. You can edit any existing users by clicking the Edit button in the corresponding row.
You will also see two buttons for adding new users.
1. Add User: create a new user account and set a password them
2. Add user by temporary password: the user will be prompted to change their password upon their first log in
Whichever method you choose, you'll end up with a form like this to use to create your new user:
The set up here is somewhat straightforward, but let's take a look at some important points.
1. While it is not required, it is best practice to use a real and accessible email addresses for your user. If the user forgets their password, they will need access to this address in order to reset it. Additionally, to make use of any automatic emails for donation notifications, package purchase notifications, who's coming lists etc., or, to receive any saved report emails, the email address will have to be active. The system will require a password with at least one uppercase character. Also, the password should not include any portion of your email address. If it does, OvationTix might ask you to choose something different.
2. The five sets of radio buttons allow you to toggle on/off some automated emails for each user, as well as disable their account if/when that is needed. The Use New Personas toggle is most likely deprecated and will not be clickable. If it is clickable, choose 'Yes' to use new personas.
3. In the User Permissions section you can identify whether the user is a Master User (access to everything) or a Limited User (select permissions a la carte). If you choose Limited User, you'll get this menu of different permissions to help create your custom user account:
4. For Transactions Settings, you can choose whether the user has the ability to take action on orders/transactions for events that have already happened (refunding or moving tickets for a performance of a show that has already passed, for example).
5. Finally, you can decide if this user has access to all series on your account, or just select series. Use CTRL click to select multiple series from the list.
Once the account is saved, a Master User can always come back and edit anything we set here. If you need help with resetting a password for a user account, check out the article below.