To get your colleagues and external collaborators (ex. promoters) in on the action, you can invite them to join as users in your Activity Stream account.
The action of adding new users is only possible for users with Manager role. If you cannot see the button on your navigation menu on the left of your screen, that means you do not have a Manager user.
In order to invite a new user:
Go to Settings > User Management on the left side navigation menu.
Here, you can view your users and invite new ones by pressing on Invite User on the top right of your screen.
In the Send Invite popup:a. fill in the name and email of the new user.b. If you have created Roles for your platform, assign a role to this user. By default, they will receive a User role.
Click on Send & Close.
Notify your user to look out for an email invitation to activate their account in their inbox/spam folders.
If the new user does not receive their invitation:
- Check their email is correct
- Ask them to check their Spam and Trash folders
- Email firstname.lastname@example.org for help with resending the invitation and troubleshooting
Advanced Options (Scoped Users)
- Entity Scope
In this section, you can select entities to which your user will have access to. This could be a performance, production, or performer. The user will only be able to see that which you select manually.
- Default Dashboard
In this section, you can choose what dashboard will be the home page for users entering the platform. The automatic default dashboard for all users currently is Sales Overview.
In this section, you can select subtenants, such as your promoters, which are processes in your ticketing data. Selecting a subtenant for a user will allow them to see all the data for this specific subtenant. Thus, if a specific event is attached to a subtenant on your ticketing platform and you create a user with this subtenant, the user will be able to access data for this event and all others that are tied to the same subtenant.
- Pii (Personally identifiable information)
If you want your user to have access to customer data: tick the Pii box If you want your user to not have access to customer data: leave the Pii box unticked
Please let us know if you have any further questions!