Adding And Editing User Permissions For Your Team
If you’re working with a team, you can assign roles to your team members based on their duties in the virtual box office. With this feature, you can protect sensitive data by providing access only to the information your team member will need.
Only the account owner can add users to the Yapsody account by setting up by default permission type like marketing staff, box office management, account Manager, etc. The owner can empower the sub-user by providing permission for Setting & Preference, Box Office access, Event Management, Ticket Scanning, Reporting View. Also, the account owner can provide the Event wise access to the Sub-user.
Steps to Add and Edit User Permissions
1. Go to Settings
Click on the Dropdown menu with the Account name and select ‘Settings’.
Select the ‘User and Permission’ tab
2. Add User
You will see an option of ‘Add User’ on the top. Click on ‘Add User’ which will display a pop-up window.
3. Select Permission Type
Now select the ‘Permission Type’ from the default permission types provided in the drop-down menu. Each permission type has default access depending on their respective tasks.
4. Edit User Permissions
You also have the option to provide limited access to users. To edit the permissions click on the permission tab beside the ‘Personal Info’.
You can edit the permissions provided to the users by check-marking the box beside the option.
You can even limit user access to specific events by clicking on the tab ‘Event Access’. Select the appropriate option and click on ‘Add’.
After you click on ‘Add’, an invitation will be sent to the User on his email address mentioned in the ‘Personal Info’ tab. Once the new user accepts the invitation, they will be shown as ‘Active’ user in the ‘User’s and Permission’ tab under ‘ Settings’.