Roles and permissions

This page describes the different account types and roles, and available permissions.

Roles

There are two account roles, standard and admin. Exact account permissions depend on which options are enabled. Refer to Permissions for more information.

• Standard: can only access the event they are assigned to. Standard users with organiser accounts only have access to event level settings. They cannot view or change details at the organisation level.
• Admin: can access all events in their organisation. Admin users with organiser accounts can manage organisation and event level settings.

Permissions

You can view the permissions for your account on the My account page.

This table shows which permissions are available for each organiser account role. Your account permissions may be different, depending on what your admin selected when creating your account.

Permission	Description
Set up event	Create and edit events, documents, forms and shop products and items.
Access Service Centre	View and import registrants, print vouchers, generate badges.
View Basic Intelligence	Access basic intelligence.
View Advanced Intelligence	Access advanced intelligence.
Verify	Verify registrations in the service centre.
Export data	Export data from the service centre.
Send emails	Send emails to visitors and partners from the service centre.
Refund	Refund shop payments.
Account management	Create, edit and delete accounts for other users. Only admin users can have this permission.

Account status

There are three account statuses:

• New: all newly created accounts have this status until the user clicks the link in their activation email. At that point, the account becomes active. The user cannot log in until they activate their account.
• Active: the user can log in and use their account. An admin can deactivate it.
• Disabled: an admin has deactivated the account. The account still exists, but the user cannot log in. An admin can change the status back to active.

Manage my account

This page describes how to view and edit your own account information. The details of what you can view and change depend on your account role.

You can view and edit your account details on the My account page in Visit Create Account.

You can access My account:

1. In Visit Create, select your username. This opens a dropdown.
2. Select My account.

View and edit personal details

The Personal details section contains information such as your address, name and email. You can edit all the fields in this section.

Select Save.

View and edit account details

The Account details section contains your username, account type, account status, and any permissions and applications associated with your account.

All users can edit their username and change their password.

Change your password

1. Select Change password.
2. Enter your current password and new password.
3. Select Save.

View events you can access

Standard users can view a list of the events they can access.

Manage other accounts

Admin users with the manage accounts permission can view and edit other people’s accounts on the Accounts page in Visit Create Account.

You can access Accounts:

1. In Visit Create, select your username. This opens a dropdown.
2. Select Accounts.

Create a new user account

1. On the Accounts page, select Add.
2. Fill out the new user’s personal details and account details.
3. Select the account permissions and applications you want the user to have. If they are a standard user, you must also select the events they can access.
4. Select Save.

Resend the activation email

New users receive an email with an activation link. If the link expires before the user clicks it, you can resend the email:

1. On the Accounts page, find the user’s account in the list.
2. Click the user account once to select it.
3. Select Send activation.
4. Check that the user’s email address is correct, then select OK.

Send a reset password email

If a user forgets their password, they can normally reset it themselves using the Forgot password link on the login page. This relies on them remembering and having access to their email account. If they have lost their email account, you can help them regain access:

1. On the Accounts page, find the user’s account in the list.
2. Select Edit or double click the account.
3. Edit the email address.
4. Select Save.
5. Select Send reset password.

The user receives an email with a link they can click to reset their password.

Deactivate an account

Deactivate an account when you want to remove user access, but do not want to delete the account.

1. On the Accounts page, find the user’s account in the list.
2. Select Edit or double click the account.
3. In the Status dropdown, select Disabled.
4. Select Save.