TryBooking allows for 3 different levels of users access, providing added security over your funds, data and patron privacy. For extra security, we recommend you also lock your bank account and add a 2nd factor to each login.
If you are sharing Main Account Administrator access, adding protection on your system can be added by locking your bank account.
Login can be via email (with password) or by using 3rd party logins such as Google or Facebook via tokens being passed through. The Main Administrator can manage which option is used via the Email Login screen. You can swap and deactivate logins via 3rd party options on this screen. When using the mobile scanning apps or allocating basic user access, you will still need an email login and password on each account.
When creating your user login, you can enable 2nd-factor login via a mobile phone application such as Google Authenticator, Microsoft Authenticator or Authy. Each of these applications is free to download from the google and apple stores.
Main account administrator level
The email/password used at the time of creating the account will have access to all areas of your TryBooking account and is known as the Main Account Administrator login. This person will have access to change your email login, password, add bank details and perform refunds and bank transfers.
Basic account user access
A Basic User can work TryBooking but has limited access to all features. With this access, they can set up and edit events, make, move and find bookings and run reports. However, they cannot access the areas that allow for changing account details, such as email login and password, or make edits to the bank account, perform fund transfers and refunds.
A basic user is great for when you need a colleague to assist you but need that reassurance that items such as logins and bank files cannot be touched and remain undisclosed. You can define multiple basic users with control over adding or removing access.
Setting up Basic user is easy. Select Team Members, Basic User and add.
To access TryBooking, your basic user will use their login and password on the main TryBooking website to access the account.
We DO NOT recommend providing Basic User access to people external to your organisation who may be only interested in one event. Please consider Producers Access for this cases.
When working with external groups in your office, being able to provide them access to some reports can be ideal so they can monitor sales and push their event along. If you manage multiple events, Producers Access restricts the user to the read-only reports on a particular event.
Giving some level of access to an event can empower a group to manage their own destiny.
You may be the person who has set up the event and has full control over the event but you wish for a small group of people to keep in touch with the progression of the bookings without needing to consult you. Producers access will be what you need.
Producers access allows:
- An external group (parents, artist, interested party) to review booking levels
- You to determine which reports are appropriate
- Ensure privacy levels are maintained
- Empowers the event organiser with the convenience of 24/7 access
- Provides read-only access to the reports you feel are appropriate
As you set up the event, you can determine who is given this special password and ID number and then what reports they can view with this login.
Setting up Producers Access
- Select your event (via the dashboard) and under Other, click on producers access.
- Define a password.
- Select which reports are to be accessed and save.
- Pass this ID number and password to your external group. Note: The password you define should be unique.
Using producers access
From www.trybooking.com, via the Event Organisers Login box, enter the ID number into the email field and password into the password field. This now provides access to the allowed reports for that one event.