Users' Permissions

Where can I find it? Company >>> Manage Users

In this article, we will show you how to manage access permissions for your existing users in the dashboard.

Not all users have the same level of permissions. Therefore, below well show you all the available permissions that you can assign. If you’re not yet sure how to invite your users, please refer to this article. If you’re unsure which type of profile to choose for your dashboard, please refer to this article.

1. More Options

In this section, you can enable three additional features depending on the user’s needs:

• Show prices to this user in bookings and calendar: Allows the user to view monetary amounts on the various screens of the dashboard.
• Allow setting custom price when inserting offline bookings: Enables the option to manually modify the standard rate when creating a booking from the dashboard.
• Show booked tickets count in calendar: Quickly displays the number of confirmed bookings directly on the calendar.

2. Access

Here you can select which tabs in the panel the user will be able to access. Please note that, depending on the role type selected, some tabs may be ticked by default; however, for profiles such as the Custom user, you will have complete freedom to enable or disable each tab individually.

3. Register as an Agent

This option determines how bookings made by the user via the back office are attributed:

• Enabled: The user will be registered as the booking agent for every transaction they carry out and will receive a copy of the booking confirmation email.
• Disabled: Bookings created by the user will be registered in the administrator’s name.

4. Permissions

In this section, you can grant advanced permissions for key day-to-day management tasks, such as:

• Allow adding and editing bookings in closed events: Allows users to create or edit bookings on closed dates or for closed events (manual overbooking). You can also select the specific services for which this action is authorised.

• Lock/Unlock numbered seats: Designed for those using the auditorium feature; this allows users or agents to lock or unlock seats on the seating plan.
• Edit and delete bookings: Grants full access to edit details or delete any existing bookings.

• Hide daily and monthly tabs from backoffice calendar: Restricts the Calendar tab so that the agent can only access the Widget and Gift Voucher views when adding bookings. Additionally, it enables the  Need to pay to insert a booking option to add the booking.

  To use the  Need to pay to insert a booking function, the Show prices to this user in bookings and calendar tick box must first be ticked in Bookings and Calendar.

• Hide Gift voucher tab from backoffice calendar: Restricts the Calendar tab so that agents can only access the Widget view when creating bookings.
• Manage booking payments: Grants access to manage and use the list of payments from the back office.
• Booking status: Allows you to define and restrict which specific booking statuses the user can assign or modify when creating or editing a booking.

• Request payment by email: This allows users to request payments by sending a payment link via email directly from the booking details page. You can find out how to send payment links via email in this article.

5. Service Assignment

Finally, you can specify which products the user can work on by choosing between two options:

• Allow to work on the listed services only: The user will only have access to the specific list of services you select.
• Allow to work on all the services excepting: The user will have full access to your entire catalogue, except for the services you explicitly exclude.