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Creating an Organization
Add Staff Accounts and Manage Permissions
You can add other team members or external collaborators to your account and assign specific roles to each person. These roles allow you to control permissions, giving users access to only the areas they need, such as managing events or handling orders.
To ensure security, you can also restrict sensitive sections like financial details or sales reports.
In this article:
Click on the name of your organization in the sidebar.
Click the settings icon.
Click 'Staff' to add your team members and set their permissions.
Click on 'Add staff' to add a new member to your organization.
Enter the email address of the person you’d like to add to your organization, then click on ‘Invite’.
Please Note: The email address must have a registered 7am account, or else it won’t be added. Here is an article on how to create an account.
Once the member has been added, click on the staff member profile to manage their roles and permissions.
First, you'll see 'Dashboard Permissions', where you can adjust settings. Check the boxes you want the user to have access to.
Uncheck Reports and Finances if you don’t want a user to have access to sensitive financial information.
Important! Checking ‘Organization’ will allow that user to add other users. It is recommended that you leave this unchecked.
Next, go to 'App Permissions' and check the apps you want the user to have access to.
Finally, navigate to ‘Extension Permissions’. Here, you can grant access to the ticket scanner at your events. To set up a basic user, such as a festival volunteer, simply check ‘Events’ and ‘Ticket Scan Extension.’ This will limit their access to scanning tickets only, making it ideal for temporary staff or volunteers.
Once you've set the permissions, press 'Update' to save the settings.
If you’d like to remove a member from your staff list, click the 'Remove' button.
After you've managed the staff and permissions, you'll be ready to select the currency for your organization, which is essential for processing payments and managing financial transactions.
How do I add and manage staff roles?
First, make sure you are within the organization. Then, go to ‘Staff' and click 'Add staff.’ Enter their email, click 'Invite', and set their permissions. Hit 'Update' to save.
Can I update or remove staff later?
Yes! You can remove staff by clicking 'Remove' on their profile or adjust their permissions anytime by selecting their profile.
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