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112 lines
5.8 KiB
ReStructuredText
112 lines
5.8 KiB
ReStructuredText
Organizer accounts and teams
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============================
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Organizer account
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-----------------
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The basis of all your operations within pretix is your organizer account. It represents an entity that is running
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events, for example a company, yourself or any other institution.
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Every event belongs to one organizer account and events within the same organizer account are assumed to belong together
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in some sense, whereas events in different organizer accounts are completely isolated.
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If you want to use the hosted pretix service, you can create an organizer account on our `Get started`_ page. Otherwise,
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ask your pretix administrator for access to an organizer account.
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You can find out all organizer accounts you have access to by going to your global dashboard (click on the pretix logo
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in the top-left corner) and then select "Organizers" from the navigation bar on the left side. Then, choose one of the
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organizer accounts presented, if there are multiple of them:
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.. thumbnail:: ../../screens/organizer/list.png
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:align: center
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:class: screenshot
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This overview shows you all event that belong to the organizer and you have access to:
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.. thumbnail:: ../../screens/organizer/event_list.png
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:align: center
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:class: screenshot
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With the "Edit" button at the top, next to the organizer account name, you can modify properties of the organizer
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account such as its name and display settings for the public profile page of the organizer account:
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.. thumbnail:: ../../screens/organizer/edit.png
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:align: center
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:class: screenshot
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.. tip::
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The profile page will be shown as ``https://pretix.eu/slug/`` where ``slug`` is to be replaced by the short form of
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the organizer name that you entered during account creation and ``pretix.eu`` is to be replaced by your
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installation's domain name if you are not using our hosted service.
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Instead, you can also use a custom domain for the profile page and your events, for example
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``https://tickets.example.com/`` if ``example.com`` is a domain that you own. In this case, please contact the pretix
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hosted support or your system administrator to set up the custom domain.
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Teams
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-----
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We don't expect you to work on your events all by yourself and therefore, pretix comes with ways to invite your fellow
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team members to access your pretix organizer account. To manage teams, click on the "Teams" link on your organizer
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settings page (see above how to find it). This shows you a list of teams that should contain at least one team already:
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.. thumbnail:: ../../screens/organizer/team_list.png
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:align: center
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:class: screenshot
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If you click on a team name, you get to a page that shows you the current members of the team:
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.. thumbnail:: ../../screens/organizer/team_detail.png
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:align: center
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:class: screenshot
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You see that there is a list of pretix user accounts (i.e. email addresses), who are part of the team. To add a user to
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the team, just enter their email address in the text box next to the "Add" button. If the user already has an account
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in the pretix system they will instantly get access to the team. Otherwise, they will be sent an email with an invitation
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link that can be used to create an account. This account will then instantly have access to the team. Users can be part
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of as many teams as you want.
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In the section below, you can also create access tokens for our :ref:`rest-api`. You can read more on this topic in the
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section :ref:`rest-auth` of the API documentation.
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Next to the team name, you again see a button called "Edit" that allows you to modify the permissions of the team.
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Permissions separate into two areas:
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* **Organizer permissions** allow actions on the level of an organizer account, in particular:
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* Can create events – To create a new event under this organizer account, users need to have this permission
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* Can change teams and permissions – This permission is required to perform the kind of action you are doing right now.
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Anyone with this permission can assign arbitrary other permissions to themselves, so this is the most powerful
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permission there is to give.
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* Can change organizer settings – This permission is required to perform changes to the settings of the organizer
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account, e.g. its name or display settings.
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* **Event permissions** allow actions on the level of an event. You can give the team access to all events of the
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organizer (including future ones that are not yet created) or just a selected set of events. The specific permissions to choose from are:
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* Can change event settings – This permission gives access to most areas of the control panel that are not controlled
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by one of the other event permissions, especially those that are related to setting up and configuring the event.
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* Can change product settings – This permission allows to create and modify products and objects that are closely
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related to products, such as product categories, quotas, and questions.
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* Can view orders – This permission allows viewing the list of orders and allindividual order details, but not
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changing anything about it. This also includes the various exports offered.
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* Can change orders – This permission allows all actions that involve changing an order, such as changing the products
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in an order, marking an order as paid or refunden, importing banking data, etc. This only works properly if the
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same users also have the "Can view orders" permission.
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* Can view vouchers – This permission allows viewing the list of vouchers including the voucher codes themselves and
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their redemption status.
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* Can change vouchers – This permission allows to create and modify vouchers in all their details. It only works
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properly if the same users also have the "Can view vouchers" permission.
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.. thumbnail:: ../../screens/organizer/team_edit.png
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:align: center
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:class: screenshot
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.. _Get started: https://pretix.eu/about/en/setup |