How to Add or Change Users and Roles

Modified on Fri, 08 Sep 2023 at 03:30 PM

SimpleTix allows you to have multiple users with varying roles for your event site.

These roles will have different levels of access and authority over your events.




To add or change users and roles:


1. Go to https://manager.simpletix.com/general/userandroles

Log in with your SimpleTix account.

You can also access this by going to Settings > User & Roles


2. Once in the Users & Roles page scroll down and add the name and email of your new user to the fields shown below.


Once in the Users & Roles page scroll down and add the name and email of your new user to the fields shown below.



3. After you've added their information, click the drop-down to assign their role.


  • Administrator: Has full access similar to the owner, except they cannot remove the owner.
  • Manager: They can manage existing events, view all sales reports & attendee lists, and process order refunds.
  • Check-in Only: As the name indicates, they have a limited view of just attendee lists. When checking in attendees using the SimpleTix BoxOffice app, they can search by attendee name and also scan tickets 
  • Sales & Check-in: They can sell tickets & check-in attendees using the SimpleTix BoxOffice app.
  • Promoter: You can add promoters to specific events. After a promoter is assigned to an event, they can view all sales totals for that event. (You can assign a promoter to multiple events) They can also view individual orders for an event. They cannot do anything else. They cannot view eTickets, cancel or refund an order, or edit an order.
  • Customer: Tip: if you need to downgrade a user and remove their privileges, we recommend changing their role to Customer.


After you've added their information, click the drop-down to assign their role.



4. After assigning their role, click Send Invitation.

  • This will send an email to the new user for verification.
  • They'll need to log in to activate the account.


After assigning their role, click Send Invitation.



5. If the user has not yet accepted the invite, you'll have the option to Re-Send Invite.


If the user has not yet accepted the invite, you'll have the option to Re-Send Invite.



6. You can also click the X icon to delete the invite.


You can also click the X icon to delete the invite.



7. Once accepted, the new user will appear clearly in the list.


Once accepted, the new user will appear clearly in the list.



8. To change the assigned role, simply click the dropdown and choose a new one.


To change the assigned role, simply click the dropdown and choose a new one.



9. You'll receive a confirmation that the role has been updated.


You'll receive a confirmation that the role has been updated.

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