This article explains how to add users to your Yapsody account and assign permissions based on their role.

Account owners and administrators can create additional users and control what actions each user can perform, such as:

• Managing box office ticket sales

• Scanning tickets at events

• Managing events

• Viewing reports and analytics

• Accessing account settings

Permissions can be customized for each user, allowing you to grant access only to the features they need.

Note:
Only the Account Owner or an Admin with User & Permission access can add new users. An Admin cannot assign Owner access to another user.

Video Tutorial

Watch the video below to learn how to add users and assign permissions in Yapsody.

Before You Begin

Yapsody allows account owners to create predefined permission types such as:

• Marketing Staff

• Box Office Staff

• Account Manager

Each permission type includes default access settings based on typical responsibilities. These permissions can be customized if needed.

You can also limit a user’s access to specific events.

Steps to Add Users and Assign Permissions

• Hover the mouse cursor on the organization name at the top left and select 'Settings'.

• Select the ‘User and Permission’ tab

• You will see an option 'Add User' on the top. Click on 'Add User'. You will get a pop-up window. 

• You can select the 'Permission Type' from the default permission types provided in the drop-down menu. Each permission Type has default access depending on their respective Job task. 

• You will have an option to provide limited access to Users. To edit the permissions click on the permission tab beside 'Personal Info'.

• You can edit the permissions provided to the User. To provide the access checkmark the box beside the option.

• You can even limit the access of the User to specific events. To provide access to specific events, click on the tab 'Event Access'. Select the appropriate option and click on 'Add'.

• Once, you click on 'Add' an invitation will be sent to the User on his email address mentioned in the 'Personal Info' tab. The User will need to accept the invitation.
•  Once the new user accepts the invitation, they will be shown as an 'Active' user in the 'Users and Permission' tab under 'Settings'.