Manage your team's access roles

This article outlines the process of adding team members with different levels of access to your Smeetz account.

  1. How to add members 
  2. How to remove members 
  3. The different roles and accesses

1. How to add members

To add team members, you will need to add the email address of each member and assign them roles based on the access you wish to grant them.

Your team members will have personalised access and can use the platform simultaneously. This is especially useful if multiple people are part of the security staff and will need access at the same time to scan tickets on the day of your event.

Follow the steps below:

  1. Login to your Smeetz account.
  2. Click on your initials > Account details
  3. On the account details page > Team 
  4. Click on 'Create user'
  5. Enter the member's email address and decide on their role (each role is described in Point 3 with the access that will be granted).Screenshot 2024-02-09 at 10.23.52
  6. Choose if your new member will have access to all products, or if they are restricted to certain sales groups: (More information about the sales group). You have to make the selection for 3 levels: Create a sale, Scanner, Products and orders
    1. If you choose "none", the user will NOT have access to that section
    2. If you choose "no restriction", the user will have FULL access to that section
    3. If you choose "specific", the user will have LIMITED access to the sales collection you choose in the second box
      Screenshot 2024-05-27 at 09.19.25

  7. Then you can select the notification types the users will receive. Keep in mind that they will only receive notifications for the products they have access to.Screenshot 2024-02-09 at 10.33.09
  8. Once you save, the new member will receive a verification request by email. Once they select "accept the invitation" and log in afterwards, they will be added as a member of your Smeetz account.

You will now see an overview of all your existing members or pending requests.

2. How to remove members

To delete a member from your Smeetz Account

  1. Click on the icon next to the person's email
  2. OwnerClick on "remove"

Screenshot 2024-05-27 at 09.21.50

3. The different roles and accesses

 Listed below are the roles and their description/level of access:

  • Owner: full access to the Smeetz account
  • Manager: access to activities, attendee management, scanner, point-of-sale, and analytics
  • Restricted Manager: editing is restricted to Date (of the event), Price & Availabilities, cannot create a product, cannot access analytics
  • Accounting: access to booking statements and billing sections
  • Seller Manager: same access as Seller with additional access to the attendee lists and vouchers
  • Seller: access to the scanner and point-of-sale
  • Developer: access to booking widget and integrations
  • Security: access only to the scanner
  • Read only: access to information without being able to edit anything
Feature Owner Manager Restricted Manager Seller Manager Seller  
Create

Create:

- Activity products

- Retail products 

- Booking widgets

Create:

- Activity products

- Retail products 

- Booking widgets

Create:

- Retail products 

- Booking widgets

No access No access  
Back-office sale - Create a sale/quote/ invoice - Create a sale/quote/ invoice - Create a sale/quote/ invoice

- Create a sale/quote/ invoice

- Create a sale/quote/ invoice

 
Product section

Access and edit:

- Activity products

- Retail products 

- Sales collections

Access and edit:

- Activity products

- Retail products 

- Sales collections

Access and edit:

- Activity products

- Retail products 

- Sales collections

No access No access No access
Catalogue section

Access and edit:

- Calendars

- Retail inventory

- Waivers

- Seating plan

Access and edit:

- Calendars

- Retail inventory

- Waivers

- Seating plan

Access and edit:

- Calendars

- Retail inventory

- Waivers

- Seating plan

Access and edit:

- Calendars

- Retail inventory

- Waivers

No access  
Orders section Access all lists and edit bookings
Access all lists and edit bookings Access all lists and edit bookings Access all lists and edit bookings No access  
Marketing section

Access and edit:

- Customers

- Emails

Access and edit:

- Customers

- Emails

Access and edit:

- Customers

- Emails

No access No access  
Channels section

Access and edit:

- Marketplaces

- Booking widgets

- Resellers

Access and edit:

- Marketplaces

- Booking widgets

- Resellers

Access and edit:

- Marketplaces

- Booking widgets

- Resellers

No access No access  
Revenue management

Access and edit:

- Dynamic pricing

Access and edit:

- Dynamic pricing

Access and edit:

- Dynamic pricing

No access No access  
Analytics section Access and edit all dashboards Access and edit all dashboards No access No access No access  
Settings 

- Account details

- Branding details

- Booking statements

- Account details

- Branding details

- Booking statements

- Account details

- Branding details

- Booking statements

- Booking statements No access  
Ticket scanner yes yes yes yes yes  
POS yes yes yes yes yes  
Voucher manager yes yes yes No access No access  
Integrations yes yes yes No access No access  
Features Developer Security Accounting
Channels Create booking widgets    
Booking statements     View booking statements
Ticket scanner   yes  
Integrations yes