Hi,
Now that we are a year into the system my organization is getting all staff out of System Admin and back into their proper User Groups. It took us a week just to get all of the settings in there (since we have no idea what half of the security objects mean and they are much more granular than our old system).
The Help System was great, but that only got us so far. Now that everyone has been playing in their new worlds for the week (our go-live for the new set-up is July 1, so we are having staff go back and forth between their new access and system admin this week to see what they are missing), here are some of the issues we've come across:
1.User Group needs access to setting up new Price Type Layers -For example, when building a brand new performance instead of copying, no price types exist and you need to build a new "Ticket Layer 1." What Security Objects are needed for that?
2.User Group needs access to change default sales times of a performance, but nothing else on the General screen. Is that even possible? -We want our Shift Leads to be able to change the sales times in a pinch if someone arrives a few minutes late to an event, but we want to block them from changing anything else on that page.
3. User Group needs access to view and use Price Types in QuickSale and Order Details, but literally nowhere else! -Our Visitor Services Associates need to be able to use different price types to sell in QuickSale, or change numbers of tickets on a price type in Order Details (for a pre-booked Group sales), but they need to be blocked from doing anything else with Price Types.
If someone could help me get the Security Access settings right for these few things I would appreciate it. We are also having issues with Lists and Extractions, but I don't want to go down the Control Group rabbit hole yet.
Ok, I have another issue! All of the groups that need ticketing setup have access to all of their performance building and price types in the set-up screen, but nobody has access on the Ticket Orders Screen!
These staff members need to be able to attach orders to the performances they built, and right now they can't! How do I fix that?!
Are you saying they do have access to the Ticket Orders Screen, but they are not able to add the performances they set up to the order? There's a couple of reasons why that might be the case. Can you provide a bit more detail about what they are seeing/not seeing on the orders screen?
So I figured out one problem. Tessitura for those User Groups was defaulting to Back Office (which we've never used, at least not yet). Once I switched it to the Groups or Rentals MOS I was able to find all of the missing performances.