Invite a User to a Client Account

1. Navigation: Client or Event Dashboard > Manage > Users
2. Add a user by entering their email address
3. If the email address is not already in the system it will automatically send an email invite to set up an account. The edit settings tool will be grayed out and unusable until the account is created.

You can also resend the email by clicking the mail icon. If they do not receive the email, have them check their Spam folder.

Managing User Account Details

Navigation: Client or Event Dashboard > Manage > Users

Users can be added and managed at the Client or the Event level. 

• Client level Users should be added for anyone that needs access to all events under that client’s umbrella and/or more permissions than Event level settings include. 
• Event level Users are restricted to access that event only, and their permissions are much more limited. 
   

Once a User has been added to the account, you can click the 'Edit Policy' pencil icon next to their email address to set their permissions. There is a drop down on the top right that has some common pre-set options, you can use this and/or select/deselect each individual item.

Client Level	Event Level

Each checkbox to the right is a level above the next, so if you click Edit for example, you will have the View permissions as well.