Different levels of access

Access levels can be used to share reports and provide access to your events without compromising the security of your funds and your patrons' privacy. 

This article covers the three levels of access:

1. Administrator access
2. Basic access user
3. Producer access

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Administrator access

Administrator access is the main login to the account. Set up upon creation of the account, it provides access to all areas and functionality.

Some areas that only those with administrators access can view are:

• Account details
• Change email login
• Banking, both Bank account and Transfer Funds
• Refunds
• Edit a booking
• Team Members
• API Key Management

If you are sharing main account administrator access with another user, you can protect your financial details by locking your bank account.

Setting up an account using third-party login

When first setting up your account, you are given the option use your email address and a password, or log in using an existing account with Google or Facebook. You can change what third-party logins are tied to your account in the login and email settings. 

Second-factor authentication

The main account administrator can set up second-factor authentication in their account. Second-factor authentication is an extra layer of security that requires a verification code from an authenticator app (Google Authenticator, Microsoft Authenticator, Authy) in addition to a username and password at login. 

Click here to learn how to set second-factor authentication up in your account. 

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Basic access user

Basic access user logins are a great way to provide access to the account and reports to other members of your organisation. It has restricted access to the more sensitive areas of the account, keeping funds and data safe from unintentional changes.

A basic access user will log in with their own unique email and password, providing them access to:

• Creating and editing events
• All reports
• Templates
• Move a Booking
• Find a Booking
• Make a Booking; including accessing hidden tickets 

Basic access users will not have access to:

• Account details
• Change email login
• Banking, both Bank account and Transfer Funds
• Refunds
• Edit a booking
• Team Members
• API Key Management

Those with administrator access can set up a basic access user by:

1. From the left menu, click Dashboard
2. From the left menu, click Team members and then Basic access users
3. Click Add
4. Fill in the required fields, making sure the email address you supply for Username is not already linked to another TryBooking account
5. Click Save

Your new user will be added to the Basic access user list. After sharing their username and password with them, they will be able to login to TryBooking from the main login screen. 

We do not recommend providing basic access user to people external to your organisation who may be only interested in one event. Please consider Producers access instead.

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Producers access

Producers access restricts the user to the read-only reports on a particular event. It is a great way to provide those who are involved with the running of the event, but not directly involved with managing the ticket sales, access to booking data.

Those with producers access will be able to log in using the event ID and a unique password, to generate reports at their own leisure. What reports they have access to is determined by the event organiser who set up the access. 

To set up producer access:

1. From the left menu, click Dashboard
2. Under Manage events overview, click your event
3. From the left menu, click Producer access, under Other
4. Set a password in the Password field
5. Use the checkboxes to select which reports will be available to producers. For a list of what each report does, click here
6. Click Save
7. Send this ID number and password to your producers

If you have re-used an existing event by adding in a new session time rather then Cloning, consider disabling producers access or updating the password. This will ensure that the new session data can't be accessed by those that had previously been given producer access.

To log in with Producer access:

1. Go to www.trybooking.com
2. Click Login
3. Enter the Event ID into the Email/Producer ID field and the password into the Password field
4. Click Login