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:
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Venues
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Series, Performances and Bundles
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Service Charges and Miscellaneous Items
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Payment and Delivery Methods
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Hold Types
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Producers
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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:
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Assign default settings for payment and delivery methods, price type, fund and invoice templates.
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Restrict access to venues.
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Assign users.
If these have not been created, you can assign them at any time.
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Information
No more than 1,000 users can be assigned to a particular role. |
The following sections describe how to work with roles: