Manage Event Users section empowers you to manage event user profiles and their information, reissue tickets, create new attendees and manage group (tables).
The Manage Event Users section allows administrators to manage event user profiles and information. This includes:
- Searching for Purchaser/Donor, Attendee, Billing Contact, and Volunteer
- Update Profile Information
- Reissue Tickets
- Assign Selected Users to a Group
- Add Attendee
Search Users
You can search on any of the following criteria:
- Type (All User Types, Purchaser/Donor, Attendee, Billing Contact, Volunteer)
- First Name
- Last Name
- Organization
- Group Name (Username)
You can also specify the number of results shown per page using the field Page Size.
Search results will vary depending on which user type is searched, with actions contextual to their participation in the event:
|
Field |
Description |
Type |
|
First Name |
Links to the user’s record |
All |
|
Last Name |
Links to the user’s record |
All |
|
Organization |
Displays the organization name for the user |
All |
|
|
Displays the email address of the user |
All User Types |
|
User Type |
Displays the user type when searching on All User Types |
All User Types |
|
Group |
Links to the Group in Manage Groups. Each purchase (whether one item or multiple items) is assigned a Group Name and #. |
Purchaser/Donor, Attendee |
|
# Assigned to Group |
Displays the number of Tickets currently assigned for the group. |
Attendee |
|
Billing Contact |
Displays the Billing Contact’s name |
Purchaser/Donor |
|
Purchaser |
Displays the Purchaser’s name. Links to the Purchaser’s user profile. |
Attendee, Billing Contact |
|
Invoice Number |
Invoice number for Purchaser. |
Purchaser/Donor |
|
Edit |
Gives you the opportunity to assign selected Attendees to other groups already created. Click the checkbox is “Select All” Attendees. |
Attendee |
Updating Profile Information
Clicking on the First Name or Last Name of any user will open their profile, which contains editable contact information, account information and details related to their purchase. Profile information will vary by user type.
Here are a few key actions relevant to each user type:
Purchaser:
- Username and Password: Purchasers may choose to create an account during registration that allows them to login, download tickets/invoices, manage their guest list and buy more. Administrators can update Username and Password from here. If the Username and Password are blank, the purchaser opted to skip this step and proceed as a Guest. You can still create credentials for Guests and supply them so that they have access to a new Login.
- Issue Tickets: Under Details, select Transactions. In resulting table, under Tickets, choose Email to reissue tickets to the Purchaser's email or Download to generate a PDF on your computer.
Attendee:
After querying from an Attendee, you have the ability to assign Attendees to other Groups already created in the event to specific manage seating or participation.
To do so, follow these steps:
- Select Attendee: Select the checkbox next to an Attendee(s). You may select multiple Attendees at once. Note: Attendees who have not yet been named by the Purchaser or an Admin will display as “(unnamed)”.
- Assign Attendee:
- From the drop-down list, choose the Group you would like to re-assign Attendees to and click “Apply Change”.
Each purchase (whether one item or multiple items) is automatically assigned a Group Name and # - meaning that if a Purchaser bought multiple Items, you may see their name and a sequential number. If you wish to remove them from a Group altogether, choose the (No Group) option.
Billing Contact:
- View Invoice: Under Details, choose Invoice to view their invoice details, including the Invoice Number. Selecting the "Invoice Number" will open a more detailed view of the invoice.
Add Attendee
Select this button to create an attendee using the admin tool rather than the front end tool. Complete the requisite information and "Save." Attendees added here will be part of the group (Admin) and the purchaser will be (Admin). After an attendee is created, they can be managed and assigned to a Group similar to any other purchaser.
Attendees added from the Admin console is ideal for VIPs for table purchasers outside of the event purchase process. For this reason, they will not receive a ticket, be deducted from the overall event capacity or ticket availability. Deduct ticket quantities accordingly, if needed.
Manage Groups
Similarly, Manage Groups allows you to search groups (i.e. tables, foursomes), manage group information and create new groups.
Search
Use the search to find Groups by name. From the results, by clicking on the group name you can edit the group name, description, add new attendees to the group and view or remove the attendees currently assigned.
Add Group
Select this button to create a group using the admin tool rather than the front end tool. Once a Group Name and Description (optional) is input and saved, you will be able to add attendees to the group as needed.
Attendees can be left "unnamed" if you don't have enough information yet, and you can always return to fill out more.
