This article will explore how to create and manage a variety of Users in Ticketsolve. In Users, you can edit user access from just being able to sell a ticket, up to Super users who can create shows. We will also look at Automatic User Deactivation. Note: It is advisable to have a separate User Profile for each member of staff.
Viewing User profiles
Users are, in the simplest sense, your staff members who will be logging on to create orders or change settings within the system. Let's look at how to create, edit and manage your Users.
Go to User > Manage Users
Here you will see a list of current active users in the left-hand column. Clicking on the eye icon will show all inactive users as well. Clicking on any User name will bring you to the Account Details page which gives you more details about the User.
Adding a new User
To add a new User, Go to User > Manage Users and click on Add New +.
Fill in the User details (1-3 are mandatory):
1. Name: Add the full name to avoid confusion.
2. Email address: Any alerts or automated reports will be sent to this email address.
3. Username: This will be needed when the user logs in to Ticketsolve.
4. Password and password confirmation: Must be 9 characters long, with upper and lowercase letters, and a number.
5. Activate user?: Set toggle to on (blue).
6. User role(s): To select the correct User role - see Ticketsolve Tip below for details.
Click Add when complete.
Ticketsolve Tip - User roles
Checkin: Access to the Check-in App for ticket scanning/entry only. This role does not give access to Ticketsolve Box Office/Admin.
Boxoffice: Basic ticket and product sales access. Has access to the Customer menu.
Boxoffice - Supervisor: Access to the entire Box Office menu and Customer menu. Can access the User Sales Session on the User Sales menu.
Boxoffice - Manager: Complete system access and can create other users. Access to Agent ticket allocations, where it applies.
Super: Complete system access and can create other users. Access to Agent ticket allocations, where it applies.
External: Allows Production Companies/Venues to log in and see how their Show is doing, e.g. Revenue, Remaining seats, etc.
Our article on User roles and access levels has more specific details on each User role.
Automatic User Deactivation
For security reasons, the default Deactivation Setting in 'General Settings' deactivates a User's login in 21 days if they have not logged in during that time.
To edit this Setting, go to Settings > General Settings
1. Search for the setting 'User deactivation days'.
2. Add the number of days of inactivity that will be allowed before a user is deactivated.
3. Click Update.
Viewing and reactivating inactive users
To view inactive users and reactive them:
1. Go to Users > Manage Users.
2. Click on the eye symbol. All users (active and inactive) will now be listed in the left column. Inactive user names will be light grey.
3. Click on the inactive user you need to activate.
4. Set the Active user? toggle to on (blue).
5. Click Update to finish activating the User.
6. The user will now need to log into the account that same day (before midnight) to keep their profile active.
You can reset active Users' passwords if required, by clicking on their profile and writing the new password in the Password and Password confirmation boxes. This is not necessary to reactivate a User, however.
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