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Ticket-Worx

Team members and roles

Give your staff their own logins and choose what each person can see and do.

Who can do this: Owners and admins.

Part 1Add someone to your team

Ticket-Worx does not email an invitation. You choose the person's password and tell them yourself.

  1. 1Click Settings in the sidebar.
  2. 2Click Team at the top of the page.
  3. 3Find the Add someone form under the team list.
  4. 4Type the person's Name and Email.
  5. 5Choose a Role. A short description of what the role can do appears under the box.
  6. 6Type a password of at least 10 characters in Their password. Leave it blank if they already have a Ticket-Worx login.
  7. 7Click Add to team.
  8. 8Give the person their email and password. They sign in at the normal sign in page.

Each sale and check-in is recorded against the person who made it, so give every seller and door person their own login.

Part 2Pick the right role

These are the roles you can choose, from least to most access.

  1. 1Choose Door for people who only scan tickets. Their sidebar shows only Door.
  2. 2Choose Box office for people who sell tickets in person and check people in. Their sidebar shows only Box office and Door, and they see no company financials.
  3. 3Choose Manager for people who run events. They can work on events, seating, customers, marketing, reports, the box office and the door. They cannot open Orders or Settings, and they do not see financial reports.
  4. 4Choose Finance for your bookkeeper. They can open Reports, including financial reports, and Orders. They cannot edit events or open Settings.
  5. 5Choose Admin for someone who helps run the whole company. They can do everything, including Settings and the team.

The Owner is the person who created the account. The Owner role cannot be given to anyone else from this screen.

Part 3Change a role or remove someone

  1. 1Click Settings in the sidebar, then click Team.
  2. 2Find the person in the team list.
  3. 3Choose a new role in the box on their row and click Save.
  4. 4Click Remove on their row to take away their access to your company.

Changes take effect right away, even if the person is signed in. Removing someone does not delete the sales and check-ins recorded under their name.

Tips

  • Box office and door staff land directly on the screen they work from when they sign in.
  • Managers and finance users still see every item in the sidebar. Pages their role does not allow show a not found page.
  • Staff can change a password you chose for them by clicking Forgot password? on the sign in page, as long as the email you entered is real.
  • Door staff using a shared phone or handheld do not need a login. Set those up from Door with Set up scanning devices.

If something goes wrong

You see "Choose a password of at least 10 characters for them."

This email has no Ticket-Worx login yet, so a password is needed. Type one with 10 or more characters in Their password.

You see a message that the email is already on the team.

That person already has access. Find their row in the team list and change their role there instead.

There are no Save or Remove buttons on a row.

You cannot change your own access, and the Owner cannot be changed here. Ask another owner or admin to change your role.

A staff member says Settings or Orders will not open.

Their role does not include that page. Change their role to Admin for Settings, or to Finance or Admin for Orders.

Team members and roles - Help | Ticket-Worx