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
2. Basic access
3. Producer

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 email logins, passwords, add bank details, perform refunds and request bank transfers.

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. 

Basic account user access

A basic user can access events, bookings, and reports; they cannot change account details, edit bank accounts, perform fund transfers or issue refunds.

The administrator can easily set up multiple basic users:

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 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 user access to people external to your organisation who may be only interested in one event. Please consider Producers Access instead.

Producers access

Producers access restricts the user to the read-only reports on a particular event. As you set up the event, you can determine who is given a special password and ID number and then what reports they can view with this login. 

Do not recycle events if you are using producers access.  

Setting up Producers 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

Logging in using producers access

1. Go to www.trybooking.com
2. Click Login
3. Enter the ID number into the email field and the password into the password field
4. Click Login