Team
The Team section lets Organisation Admins invite new users, change their roles, and remove them from your organisation.
Only users with the Organisation Admin role can access the Team section.
Inviting a user
- Click Invite User.
- Enter the new user's email address and select their role.
- If you select the Viewer role, an event checklist appears — tick the events you want this person to see. You can also update their event access later (see below).
- Click Send Invite.
What happens next depends on whether the email address already has a portal account:
- New user — they receive an email with a link to set their password. The link expires after 48 hours. If it expires before they accept, invite them again to send a fresh link.
- Existing user — they receive a notification email telling them they have been added to your organisation. No password setup is needed; they can log in immediately with their existing credentials and select your organisation when prompted.
Changing a user's role
Click the role badge next to a user's name to change their role from the dropdown. The change takes effect immediately — no re-login required.
You cannot demote or remove the last Organisation Admin in your organisation. Promote another user to Organisation Admin first.
Removing a user
Click Remove next to a user to revoke their access to your organisation. You cannot remove yourself.
If the user belongs to other organisations on the platform, those memberships are unaffected. Only their access to your organisation is revoked.
Viewer event access
Users with the Viewer role can only see the specific events you grant them. They get a simplified read-only view — no sidebar navigation — showing ticket sales, a sales timeline chart, and gross revenue for each event.
To update which events a Viewer can see after they have been invited, click the Manage event access button (key icon) on their row in the Team list. Tick or untick events in the checklist and click Save. The change takes effect immediately.
The Viewer interface shows ticket counts and gross revenue only. Full order detail, refund actions, and financial statements are not accessible to Viewers.
Role summary
| Role | Access level |
|---|---|
| Organisation Admin | Full portal access including Team management |
| Event Manager | Events, venues, ticket types, guest lists, scanner check-in |
| Finance Manager | Sales and statement only |
| Scanner | Guest lists (check-in) only |
| Viewer | Read-only sales view for specific events granted by an admin |