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Accessing multiple accounts from a single username

Updated over a month ago

You are able to access more then one TryBooking account from the same username. This means you can be assigned different user roles on different accounts across organisations, and access them all through the one email and password.

This is only available for accounts that have been created in the same region. If you have accounts set up in another region, you will need to login to the site specific to that region.

Events can not be transferred from account to account. The accounts will remain independent of each other, so do be sure you select the correct account prior to event creation.


Creating a new account on an existing username

You may be involved with multiple organisations, or multiple departments within the one organisation. Creating a separate account for these groups assists with keeping the data and funds separate, as well as having the correct Account Settings applied to their respective events.

If you are creating an account on behalf of an organisation, do make sure you have their permission before your do so. They may have an existing account that they can add you as a Team Member on.

To create a new account on an existing username:

  1. Login to your existing account

  2. Click on your username in the top right corner

    Username_1307_436.png

  3. Select Create new account

    Create_new_1307_441.png

  4. Enter in the name for the new account

  5. Tick the Terms and Conditions check field

    New_account_details_1307_448.png

  6. Click Create Account

Once created, you will be directed to the Dashboard of the new account

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Already have multiple accounts on separate usernames? You can link these accounts to the same username by simply updating one or more of the email addresses and passwords so they are all on the same email and password. See Update your username and password for instructions.


Logging in with a username connected to multiple accounts

If you are a Team Member on multiple accounts, when logging in you will be prompted to select which account you wish access.

To select the account you wish to access on log in:

  1. Select Log In in the to right corner of our website, or go to https://portal.trybooking.com/au/auth

  2. Enter in your username email address and password

  3. Click Log In

  4. You will be presented with a list of accounts that your username has access too


    Click on the account you wish to access, and you will be directed to the Dashboard of that account

Unsure of which account you originally selected? The account name will display at the top of the blue side menu:

Account_Name_1407_257.png

Switching between accounts

Should your username be linked to multiple accounts, you will be able to move between the accounts once you have logged in.

To switch between accounts you have access to:

  1. Click on the your user name in the top right corner of the account

    Username_1307_436.png

  2. Select Switch Accounts on the dropdown menu

    Switch_accounts_1407_323.png

  3. You will be presented with a list of other accounts you have access to. Click on the account name you wish to access

    Switch_1407_326.png

You will be redirected to the dashboard of the account you clicked on. The account name will display at the top of the blue side menu.

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Removing an account from your username

If you are no longer involved with the event/fundraising management of a particular organisation, you will be able to remove the account from your username.

Removing the account from your username will remove you access to the account. To get reinstated you will need to go through the Account Owner directly. It will be at their discretion should they permit you access once more.

If you are the Account Owner, you will need to make another user owner first before you can remove your access. See: Changing the Account Owner

To remove an account from your username:

  1. Go to the Dashboard of the account you wish to remove from your username

  2. Select Account Settings on the side menu

  3. Under Remove Access, click Remove Access

    Remove_access_2207_1225.png

  4. A security pop-up will appear. Enter your password, and click Remove Access

    Remove_security_2207_209.png

Once removed you will be logged out of the account immediately.

Don't see Remove Access? Should you see Account Status rather then Remove Access, you are the Account Owner. Proceeding with the prompts in Account Status will close the account completely. Once closed all Team Members will be removed, and you will no longer have access to the data on the account. Closed accounts can not be reinstated.

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