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Overview

Users are the people who access your company’s admin area to manage events, process orders, run box office, and perform other operational tasks. Each user has their own login credentials and is assigned roles that determine what they can do, and optionally visibility groups that control what data they can see. User management covers the full lifecycle — adding users to your company, configuring their access, and suspending them when they no longer need access.

Adding a User

To add a new user to your company:
  1. Navigate to Users
  2. Click Create user
  3. Complete the user details:
FieldDescription
NameThe user’s full name
EmailMust be unique across the platform. Used for sign-in
PasswordSets the user’s initial password
PhoneOptional contact number with country code
  1. Assign one or more roles to control what the user can do
  2. Optionally assign visibility groups to control what data the user can see
  3. Click Submit
The user can now sign in with their email and password. Users can also be created, updated, suspended, and restored via the API.
If the email address is already associated with an existing account on the platform, that user is added to your company rather than creating a duplicate account. A single user can belong to multiple companies.
The very first user added to a company is automatically assigned the Super user role. Subsequent users receive the default role configured in your reseller settings, if one has been set. You can change the assigned roles after creation.

Viewing User Details

Select a user from the user list to view their profile. The user detail page shows:
  • Name and email with avatar
  • Phone number with country code
  • Roles currently assigned
  • Visibility groups the user belongs to
  • Last login date and time
  • Two-factor authentication status
  • Terms and privacy acceptance timestamps
From this page you can edit the user’s details, manage their roles and access, send a password reset, or perform actions like suspension.

Editing a User

Click Edit on a user’s detail page to update their information. You can change:
  • Name, email, password, and phone number
  • Assigned roles
  • Visibility groups
  • Event assignments (if the user belongs to a visibility group)
Changing a user’s email updates their sign-in credentials. The user will need to use the new email address to sign in. Password changes take effect immediately — share updated credentials separately as no notification is sent.

Self-Editing Restrictions

You cannot edit certain aspects of your own account:
RestrictionMessage shown
RolesEditing roles of own user is not permitted.
Visibility groupsEditing visibility groups of own user is not permitted.
PermissionsEditing permissions of own user is not permitted.
These restrictions prevent users from accidentally locking themselves out or escalating their own privileges. Another user with appropriate permissions must make these changes.

Assigning Events to Users

When a user belongs to one or more visibility groups, you can assign specific events directly to them. This gives the user access to selected events beyond what their visibility groups already provide — useful for granting temporary access to a particular event without restructuring group membership. To assign events:
  1. Open the user’s detail page and click Edit
  2. Scroll to the events section
  3. Search for and select the events to assign
  4. Click Submit
Event assignment is only available when the user belongs to at least one visibility group. Users without visibility groups already have access to all data. See Visibility Groups for more on how data access works.

Sending a Password Reset

To send a password reset email to a user:
  1. Open the user’s detail page
  2. Click Send Password Reset
The user receives an email with a link to set a new password.

Suspending and Restoring Users

When a user should no longer access your company’s admin area, suspend them rather than deleting them. Suspension preserves the user’s history and audit trail while immediately revoking their access.

Suspending a User

  1. Open the user’s detail page
  2. Click Suspend
  3. Confirm when prompted: Are you sure you want to suspend “:name”?
The user is immediately prevented from accessing the admin area for your company. If the user belongs to other companies, their access to those companies is unaffected.

Restoring a Suspended User

  1. Filter the user list to show suspended users using the status filter
  2. Open the suspended user’s detail page
  3. Click Unsuspend
  4. Confirm when prompted: Are you sure you want to unsuspend “:name”?
The user’s access is restored with their previous roles and settings intact.
Suspension removes the user from your company only. Their account, order history, and associations with other companies remain unchanged.

Accessing a User’s Account

Authorised users can access another user’s account to see the admin area from their perspective. This is useful for troubleshooting — you see exactly what the user sees, including their role restrictions and visibility group filters. To access a user’s account:
  1. Open the user’s detail page
  2. Click Access
You are signed in as that user. To return to your own account, click Stop impersonation in the navigation.
You can only access accounts of users with equal or lesser permissions than your own. You cannot access a user’s account while you are already accessing another user’s account.

Filtering and Searching Users

The user list supports several filters to find specific users:
FilterDescription
NameSearch by partial name match
EmailSearch by partial email match
RolesFilter by one or more assigned roles
ShopsFilter by shop assignment
Visibility groupsFilter by visibility group membership
Two-factor enabledShow users with two-factor authentication enabled, disabled, or both
StatusShow active users, suspended users, or both