Go to Organisation>Settings>People
Users
Lists the admins and managers who have access to the organisation, along with their assigned role.
To add a user
-
Select invite user
- In the pop up box, add the email address of the user you want to invite
- Add the access level
- Admin
- Member
- Venue booking Centre
User will receive an email to join your organisation and venue. They need to accept the invitation, fill out their First name>Last name>Continue
Then create a new password.
Venue access
Controls which specific venues a non Admin user can access and their access level at each venue.
For account Members, a venue needs to be assigned with the relevant access level as they will not be able to see all venues as the Admin level sees.
| Name | Description | Access To |
|---|---|---|
| Member | The default user role | Organization |
| Admin | Access to manage all available resources | Organization |
| Venue Manager | Edit settings and manage users for assigned venues. View other venues (read-only). | Venue |
| Read only venue user | Limited Diary-only access. No admin site access. | Venue |
| Venue user | Access Diary and gift cards. Cannot edit venue settings. | Venue |
| Organisation Booking Center User | Make bookings across venues via Account Booking Centre. | Organization |
Edit or remove access
As an admin, you can edit or remove access at any time by going to Users and selecting the options menu at the end of the row.
Customers
A directory of organisation-wide customer records.
Here you can search, filter and download customer data at an Organisation level.
