User Roles and access levels in Ticketsolve

Each user within your Ticketsolve account is assigned a specific user role. Each role, has different levels of access to Ticketsolve and different permissions (i.e., things they can see and do), within the system and your account. This allows you to restrict or grant access and actions within the system and your account, depending on each assigned role. In this article, we will explain each User Role and show the different navigation each role sees.

Overview

There are 6 user roles for the admin side of Ticketsolve, 1 user role for logging in only to the Check-in App and 1 external user option.

• Checkin
• Box Office
• Box Office Supervisor
• Box Office Manager
• Super 
• Reports
• External

New to Ticketsolve?

For more guidance on everything that you need to get started using Ticketsolve, check out our Introduction Video Training Module.

Role permissions

This chart outlines each user role and its access level on the admin side of Ticketsolve.

SYSTEM AREA	Checkin	Sales	Box Office	Box Office Supervisor	Box Office Manager	Super	Reports
BOX OFFICE
Box Office		Yes	Yes	Yes	Yes	Yes
Search Orders		Yes	Yes	Yes	Yes	Yes
Print Tickets				Yes	Yes	Yes
Vouchers			Yes	Yes	Yes	Yes
Search Carts			Yes	Yes	Yes	Yes
Events Dashboard			Yes	Yes	Yes	Yes
Memberships				Yes	Yes	Yes
Collections					Yes	Yes
Check-in App (for ticket scanning)	Yes	Yes	Yes	Yes	Yes	Yes
CUSTOMERS
All sections within the Customer tab			Yes	Yes	Yes	Yes
MANAGE
All sections within the Manage tab					Yes	Yes
REPORTS
Sales Dashboard					Yes	Yes	Yes
Sales Reports					Yes	Yes	Yes
Subscriptions					Yes	Yes	Yes
Your Reports					Yes	Yes	Yes
Payments					Yes	Yes	Yes
Transactions (Ticketsolve Pay)					Yes	Yes
USERS
Manage Users					Yes	Yes
User Sales Sessions				Yes	Yes	Yes
Manage Noticeboard					Yes	Yes
SETTINGS
All sections within the Settings tab					Yes	Yes
PROJECTS
Inbox		Yes	Yes	Yes	Yes	Yes
My Stuff		Yes	Yes	Yes	Yes	Yes
Projects		Yes	Yes	Yes	Yes	Yes
ADD-ONS
Add-ons		Yes	Yes	Yes	Yes	Yes
ICONS AROUND THE BOX OFFICE
Noticeboard		Yes	Yes	Yes	Yes	Yes
Notification Log		Yes	Yes	Yes	Yes	Yes	Yes
Printer Selection		Yes	Yes	Yes	Yes	Yes
Open Cash Till		Yes	Yes	Yes	Yes	Yes
Log Out		Yes	Yes	Yes	Yes	Yes	Yes
User, Role, Location, Account		Yes	Yes	Yes	Yes	Yes	Yes
Sales Session Status		Yes	Yes	Yes	Yes	Yes
Beamer Notifications		Yes	Yes	Yes	Yes	Yes	Yes

Role descriptions

Checkin

• Access to the Check-in App for ticket scanning/entry only. This role does not give access to the Ticketsolve Box Office/Admin login.

Box Office

• Basic functions to create and process sales for tickets and products.
• See vouchers, carts and the Events Dashboard
• Access to the Customer tab

Box Office Supervisor

• All Box Office user access plus,
• All Customer functions
• View User Sales Sessions reports

Box Office Manager & Super

• Full access to the Ticketsolve account
• Access to sell Reserved and Agent ticket allocations (where applicable) 

Reports

• Only access to the Reports tab.
• No access to any other areas of the system, including Box Office or Manage.

External

• Primarily for production companies to stay up-to-date on the performance of their show(s).
• You can share login details with externals so they can sign in to your Ticketsolve account and view basic information relating to their show(s). 

External Users should have two Tags added to their User Profile:

1. Filter Tag (e.g. 'filter:jbproductions') that links to a Show Tag 

For example, if a producer wants to login to your Ticketsolve account, you would add a Tag to their Show such as 'jbproductions'. By also adding a Filter Tag of 'filter:jbproductions' to their User Profile, when logged into your account, the producer will only see information related to their show.

With this Tag in place, External users can only see an Events tab in the Box Office which lists the shows/events with the relevant Filter Tag:

2. Security Restriction Tag ('security:external_minimal')

External Users should also have the Tag 'security:external_minimal' to restrict the acccess of External users. Adding this tag limits what External users can see and means they will not have access to any customer details such as name, email, address and phone number via View / Print lists. It is important to use this tag to ensure you comply with GDPR. 

With both of these Tags in place, External users can/cannot:

• Can view the Event Summary / Event Overview page only for Shows pertaining to them
• Cannot enable or disable booking on events
• Cannot view Orders, Reservations, Amendments and Payments.
• Cannot run the Customer List and Attendance List. 

Without the 'security:external_minimal' Tag, External users will be able to:

• Navigate to the Event Summary to see:
  • Event Overview
  • Orders
  • Reservations
  • Amendments
  • Payments (they cannot click into individual orders to see the full order details). 
• Click on View / Print Lists and run the Events Summary, Customer List and Attendance List reports for their viewable events.
• Navigate to the Sales Dashboard, but only report on the Shows / Events under the filter show tag on their profile.
• Disable or Enable booking on each event. 

Want to know more?

• Introduction Training Module
• How to Manage Users
• Enabling 2FA on your Ticketsolve account