Roles restrict a user's access within AudienceView and are most often used to reflect an organization’s sales channels. Access to the following items can be restricted by role:
- Venues
- Series, Performances and Bundles
- Service Charges and Miscellaneous Items
- Payment and Delivery Methods
- Hold Types
- Producers
- Fundraising Programs
When such an item is created, roles are granted access. When users log on to AudienceView with an allowed role, they can access the item. A user's group determines what the user can do with the item. A user may have multiple roles associated to them, but when logging in, they must choose a single role to use. This role can be changed at anytime using the Options menu.
When you configure the role, you can:
- Assign default settings for payment and delivery methods, price type, fund and invoice templates.
- Restrict access to venues.
- Assign users.
If these have not been created, you can assign them at any time.
 | Information
No more than 1,000 users can be assigned to a particular role. |
The following sections describe how to work with roles: