Choose a staff role
Choose a role when you invite a colleague or change an existing member's access. Each person should use their own account. Roles apply to the organization in which they are assigned.
Compare the available roles
| Role | Intended work |
|---|---|
| Owner | Full organization access, including features and settings reserved for the owner. |
| Admin | Manage events, staff, organization settings, and reports. |
| Box Office | Sell tickets and manage orders, passes, and check-in. This role also has Support Inbox access. |
| Customer Service | Handle Support Inbox conversations and customer follow-up, with operational access to orders, passes, ticket sales, and check-in. |
| Reports Only | View financial reports and analytics without staff-management or box-office access. |
Customer Service is not a read-only role or an inbox-only role. Choose it with the understanding that it includes operational booking tools. Box Office and Customer Service do not give colleagues general event-editing, staff-management, or reports access.
Use Reports Only for a colleague whose job is reviewing sales and financial reports. Use Admin only when the colleague needs broader management access.
Choose access for a check-in volunteer
A volunteer who only needs to check in attendees for a particular event time may not need ongoing organization membership. See Create temporary check-in access for an event-time-specific link with a start and end time.
If the volunteer uses a paired mobile device, also review the device's allowed capabilities and operators. A staff role and a device's settings both matter to what the person can do.
Review access when responsibilities change
Open Staff, find the colleague, and use Edit Role to select the new role. Ask them to reopen the relevant area after the change. Remove their organization membership when they no longer need access.
If a colleague sees Access restricted, first check that they are in the correct organization and have the role needed for the task. Do not share another person's password or operator PIN to work around an access restriction.