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How to Set up New Users

Last Updated: Sep 14, 2018 04:42PM EDT

Click Here to view a how to video on creating users.

Everyone accessing the venue should have a unique username.  This is to control access to system features and balancing sellers at the end of a shift.

Click Manage

Click Users

Click Create New User

Minimum information required:
A. Enter User Name
B. Enter Email Address
C. Select State/Province using the drop-down
D. Select the Printer to assign to the new user. Boca, Epson, Dymo, N/A
E. The Default User Preferences will update in correlation with the selected printer
Click Create User and Grant Permission
An email will be sent to the email address entered and the user must reset the password the first time they log in. The user will also need to set their preferences. Use this article for instructions on username preferences. 

You now have two options:
A. Grant the same permissions as an existing user
B. Customize permissions

If you choose option A, Grant the same permissions as an existing user, you will need to:

- Enter the username and click Search User.
- Page will then display all the permissions associated with that user.
- Make any necessary adjustments and click Save Clone Result

If you choose option B, Customize permissions by selecting the necessary permissions.

If a user only needs to sell tickets, as an example, the only permissions needed are:

  • Sell Tickets
  • Print Order
  • View Venue Details

Note: Every user must have the View Venue Details permission, even if that username is only at the performance level.


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