Ticket Falcon teams

Understanding and Using Ticket Falcon Teams (Multi-User Access)

Ticket Falcon's "Teams" feature, also known as multi-user access, allows multiple users to collaborate on managing events without needing to share sensitive login credentials like usernames and passwords. This is ideal for Event Organizers who need assistance from team members for various event-related tasks.

When using Teams, members are assigned one of four distinct roles, each with specific permissions:

1. Event Organizer/Owner

• Role: This is the primary account holder with the highest access level. Typically, this is the individual or entity whose Stripe account is connected to Ticket Falcon for payment processing.
• Why They Create Events: Because the Organizer's Stripe account is linked to ticket sales and payouts, only the Event Organizer/Owner can create new events within Ticket Falcon.
• Permissions:
  • Create new events.
  • Manage all aspects of their events (event details, ticket types, finances).
  • Process refunds.
  • Invite and manage team members.
  • Assign roles and event access (all events or specific events) to team members.
  • View all event data, including attendee and order information.
  • Receive primary email notifications from Ticket Falcon (e.g., order confirmations and attendee inquiries via contact forms).
• Note: Team members can only access events specifically shared by the Event Organizer/Owner.

2. Event Manager

• Role: Designed for team members who need broad access to manage event operations without core account/financial control over the sharing Organizer's account.
• Permissions:
  • Access and fully manage the details of events shared with them (update event page, manage settings).
  • Create, modify, and manage ticket types for shared events.
  • View attendees and order information for shared events.
  • Process refunds on behalf of the Event Organizer for shared events.
  • Manage check-in for shared events.
• Limitations (within the context of the shared event):
  • Cannot create new events from scratch under the sharing Organizer's/Owner's account (due to the Stripe connection belonging to the Organizer).
  • Cannot cancel events belonging to the Event Organizer/Owner.
  • Cannot manage the Stripe integration or overall account settings belonging to the Event Organizer/Owner who shared the event. (Note: A user acting as an Event Manager for one Organizer can still maintain their own separate Ticket Falcon account, act as an Organizer for their own events, and manage their own Stripe connection there).
• Collaboration Tip: If an Event Organizer wants an Event Manager to handle the setup of an event, the Organizer can create a draft event shell, assign the Event Manager to it, and the Event Manager can then complete all the necessary details (event description, ticket types, etc.) and publish the event.

3. Check-In Only

• Role: Limited role specifically for staff assisting with attendee entry.
• Permissions:
  • Access only the check-in functionality for events shared with them.
• Limitations:
  • Cannot access or view any other event details, attendee lists, order information, or settings.
  • Cannot edit event information or process refunds.

4. View Only

• Role: Ideal for stakeholders who need visibility into event progress without needing editing capabilities.
• Permissions:
  • View attendee lists and order information for events shared with them.
• Limitations:
  • Cannot edit any event data.
  • Cannot check-in attendees.
  • Cannot process refunds or manage any event settings.

How Team Access Works:

• Invitations: Event Organizers invite members to join their team via email.
• Acceptance: Each invited team member must accept the email invitation to activate their access.
• Event Assignment: Event Organizers can grant team members access on an event-by-event basis or provide access to all events associated with their account.

Using the Teams feature enhances security and allows for efficient task delegation, enabling Event Organizers to focus on the bigger picture while empowering their team members to contribute effectively within their designated roles.

To create your team, visit this link. If you have any questions, feel free to contact us.