SimpleTix User Role Management Guide

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1. Accessing the Users & Roles Page

• Go to Users and Roles
  • Or, log in to the Manager Portal. In the top rail, click on Settings and then select Users & Roles

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2. Adding a User

1. On the Users & Roles page, scroll down to the section for adding a new user.

2. Enter the new user’s name and email address.

3. Select the appropriate role from the drop-down menu. Available roles include:

   • Administrator: Full access to most areas (note: Administrators cannot remove the account owner, initiate event cancellations, or change the payment processor / credit card).
   • Manager: Ability to manage events, access all sales reports, view attendee lists, and process refunds.
   • Check-in Only: Permission limited to viewing attendee lists and checking in attendees via the SimpleTix BoxOffice app.
   • Sales & Check-in: Can sell tickets and check in attendees using the BoxOffice app.
   • Sales, Check-in & Order Editing: Can sell tickets, check in attendees, and also edit orders (for example, to add or remove tickets).
   • Promoter: Limited access to view sales totals and individual orders for specific events.
     Note: Promoters are assigned to specific events. To assign a promoter for your event, ensure you have at least one User with the Promoter role. Click on your event and click on Event Promoters on the left hand rail. Click Add Promoter.
   • Customer: Generally used as a downgraded role with very limited permissions.
     Note: In many cases, if a user’s privileges need to be reduced, it’s preferable to remove the user entirely rather than assigning them the “Customer” role.

4. Once all fields are complete, click Send Invitation.

5. The invited user must then accept the invitation from their email to activate their account. If they have not accepted the invite, they will not be able to log in. Invitations expire a few days after they are sent.

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3. Changing/Removing a User or Invitation

• For Pending Invitations:
  • If the invitation has not yet been accepted, an “X” icon will appear next to the pending invite. Click this to remove the invitation.
• For Active Users:
  • To change a user’s role, click on their current role in the list and select the new role from the drop-down menu. The change is updated immediately. To remove them, click the X next to their name.

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4. Changing the Account Owner

For security reasons and to preserve data integrity, the account owner cannot be removed through the Manager Portal. To change ownership (for example, if the current owner leaves), please follow these steps