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How to share event access with another user or team
How to share event access with another user or team

Share customisable event access with your team and collaborate across logins

Updated over a month ago

You can share access to events with other Humanitix users allowing them to help manage and build your event. You can share access to one, multiple, or all of the events you own and you can control the level of access another user has to each event.

Shared users will need to create and log in with their unique email and password to view and interact with your events, protecting your login details.

Access is shared one-way, account-to-account

You can create an event and share it with another account on Humanitix. You are still the "owner" of that event.

If you need to see events made by another account, they will need to share access from their account to yours


How to share event access with another user

Events are "owned" by an account but access to them can be shared with another Humanitix user. These events will be visible to the user when they log in with their account.

  1. Head to account > permissions on the top menu bar

  2. Click share permissions

  3. Enter the email address of your co-host/team member

  4. Select the level of access (see below)

  5. Click share permissions

Users will be required to create an account on Humanitix

  • If a user does NOT have an existing Humanitix account they will receive a confirmation email with an authorization link to complete their sign up

  • If a user already has an existing Humanitix account shared events will appear automatically. They can refresh / login again to see any changes. They will not need to use the authorization link in the confirmation email


How to share Full access to all your events

Sharing full access to your events with another user gives them the greatest level of access to your existing and future events. New events created by you will automatically appear for shared users.

This option should be reserved by your closest team members who require admin-level control of an event or lineup of events.

What does it mean to have Full access permission?

If you have received Full access permission from someone, here's what you can and cannot do:

Allowed ✅

Not allowed 🚫

Events

Can view, edit and manage all shared events from the source account, including:

Can check-in and scan attendees via the Humanitix for Hosts app for shared events

Cannot add, edit or delete Bank account details linked to shared events

Cannot create Zapier integrations for shared events

Cannot connect Mailchimp or Salesforce to sync customer data from shared events

Reports

Can view and export reports for shared events

Promote

Can view, manage and apply your own Add-ons, Tours, and Global discount codes to shared events

Cannot view, manage or apply Add-ons, Tours, or Global discount codes created by the source account to your own events

Email campaigns

Can view, manage and apply your own Email campaigns to shared events

Cannot view, manage or apply Email campaigns created by the source account to your own events

Account

Can view, manage and apply your own Templates and Host profiles to shared events

Can view, manage and apply Host profiles created by the source account to your own events

Cannot view, mange or apply Templates created by the source account to your own events

Cannot apply your own Bank account details to shared events


How to share restricted access to selected events

You can share restricted access to only specified events and can also control the level of information they have access to or the ability to edit any of these events.

  1. Click event / feature-specific access

  2. Select the event(s) you would like to share access to

  3. Select the level of access (refer to the guide below) to control how team members can interact with your events


Level of access

1️⃣ Event editing

2️⃣ Manage orders, attendees & email campaigns and in-app Box Office

3️⃣ Finances and reports

4️⃣ Scanning app access

Edit event information

View ticket sales and financial reports

Download payout receipts and financial reports

Swap tickets or edit ticket details

Refund and cancel tickets

You will also need scanning app permission to refund box office orders

Send email campaigns

Check-in and scan attendees on the app

Tip: Have a couple of helpers who will manage registrations? It is best to share and manage orders, attendees & email campaign permissions only. They will not be able to change the events or see your sensitive sales data.

Tip: Need some help scanning tickets and checking in attendees on the day?

Share scanning app access to your staff/volunteers and prompt them to download the Humanitix organiser app. They can scan tickets on their device without getting full access to your event. Check out our full guide on the app HERE


How to let a user share access to your events on your behalf

By default, shared users will not be able to "pass on" or share access to an event that was originally shared with them, with another user.

When sharing full access you can enable the option to create and share events on my behalf to empower your team to share access with other users managing the event, without you needing to share these permissions yourself.

While logged in with their account, the shared user will have the option to create an event owned by your account or share permissions to events originally created from you

Are you part of a large team, organisation or school?

If you're working in a large team, we typically recommend all events are created under a central admin account e.g. [email protected]

Access to all or specific events can then be shared with individual users

Keeping your events centralised under one 'admin' account means:

  • Greater control over things like bank accounts which can only be controlled by the event "owner"

  • Greater oversight of all your organisation events

  • Easier transitions from outgoing staff members


How to see, edit, and delete permissions shared to/from your account

All permissions related to your account can be seen via the permissions page:

  1. Click shared to see event access shared from your account

  2. Click received to see event access shared to your account

  3. To edit event access, click edit ✏️ to amend the event(s) or level of access

  4. Click delete 🗑️ to remove access

If you need to update permissions you edit the existing permissions shared OR delete the existing permissions and resend.

Sharing permissions will not override existing permissions.

You can also see which account has shared access with you for a specific event by clicking the shared 👤icon on an event card while on the events tab


How to change the "owner" of an event

If you need to change the owner of an event you can request an event - or account - transfer from the original account to a new account.

This is needed in the case you have created events under the wrong email address, or a team member has left an organisation. Transferring is recommended to ensure complete ownership of an event including the ability to change and edit bank account details.


Commonly asked questions

I have been shared access by my teammate, but I can't see the event in my list of events.

There may be several reasons why you cannot see an event another user has shared access to:

Scenario 1: You have likely been shared access to an event that your team member does not own and who has been shared access to themselves.

By default, they are not able to pass this access along to you.

You will need to contact the original event creator/owner to share event access directly with you.

Scenario 2: You have filters enabled on the events listing tab that may prevent an event from appearing. To catch all events make sure you use All and Most Relevant

Scenario 3: You have only been shared scanning app access. With this level of permissions, you can only see the event in the Humanitix for Hosts app and will not see the event logged into a browser (e.g. on a Laptop or Desktop computer).

You must contact the event owner to amend these permissions.


I have been shared access but am receiving a “permission denied” message

You are trying to access a section of the event you do not have permission to access. Navigate to the left-hand menu bar to interact with the event within your restrictions.
For example, if you have not been shared finances and reports, the overview page will not be visible as it contains financial information.


Can I share seating maps with my team members?

Seating maps are currently restricted to an account level. However, you can pass on seating map templates through events.

  1. Create the seating map template under your account

  2. Your team member shares with you the event they would like the seating map applied to

  3. Open the event > seating maps > copy the seating map template

  4. Moving forward, your team members can apply this template to future events they create

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