Support Center

Follow

New Product Overview: Custom User Levels

Control is at the heart of what we do at TicketSocket. We strive to give you more control of your brand, your revenue, your technology, and your data. With that in mind, we are excited to release a new product for the Enterprise platform Admin which allows the ability to create custom user roles for your organization. In addition to pre-built SiteAdmin and Cashier roles, Admin users can create new roles with complete control over what parts of the platform they have access to. 



Get Started

Navigate to Settings > Users. Upon load of this page, all admin users will be visible as well as buttons to create new users and new custom roles. 

Settings___Users_Main_Page.png

The top search bar allows search of all existing users by first name, last name, or email address. 



By default, the system will have two premade user levels, “SiteAdmin” and “Cashier”. These roles have the following permissions and can not be edited: 

  • SiteAdmin: Full access to the Admin
  • Cashier: Access to Orders, Customers, and Box Office areas of the Admin. 

 

The list to the far right of the screen lists all existing user roles (both premade and any custom roles). 

Settings___Users_Role_List.png

Clicking on any will display the existing users and allow creating of new users in this role by clicking the blue “Add _____” button. 

Settings___Dashboard_Users.png

To Create a Custom Role

To create a new role with custom permissions, navigate to Settings > Users and click the blue
“New Role” button at the top right of the screen. 

New_Role.png

Next, give the role a name and select which parts of the Admin this role will have access to from the following options: 

  • Dashboard
  • Events
  • Orders
  • Customers
  • Promo Codes
  • Reports
  • Venues
  • Questions
  • Affiliates
  • Outlets
  • Settings
  • Box Office
  • Knowledge Base


New_Role_Add_Info.png

Next, assign existing users to the role via the list and search bar below Users. 

New_Role_-_Add_Users.png

Note: If users are added at this point their assigned role will change to the new role. Users can always be added or removed at a later time. 






To Edit or Delete a Role

 

Navigate to Settings > Users and click the desired role from the list on the right of the screen. Then click “Edit” button at top of the screen.

Edit_Role.png

A window will open that allows the role to be renamed (Role Name) and the selected permissions to be edited by check boxes under Access. To delete the role, click “Delete role” at the top of the screen. NOTE: All users must be removed from this role before it can be deleted. 

Edit_Role_2.png





To Add a New User

 

New Users can be created from the main User area (Settings > Users) or when a current role is selected from the right side menu by clicking “Add User” button. NOTE: If existing role is selected, the blue button will read “Add [Role Name]”. 

Add_User.png

A window will open to enter the information for the new user. Name, User Name, User Role, and Password are required fields. Click “Create” to finalize. 

Add_New_User_Screen.png

 

0 Comments

Please sign in to leave a comment.