The Billfold Dashboard offers a robust and flexible role-based dashboard access system, tailored to enhance user experience across diverse functions. Users can be assigned specific access levels corresponding to their responsibilities, such as the main event administrator, marketing presentation creator, or accountant responsible for reporting.
These roles ensure secure and streamlined operations within the platform. Billfold's dedicated team is available to assign or modify roles as needed. If you believe your access level requires adjustment, please reach out to your Client Success Manager or utilize our contact form for prompt assistance.
Section | Description |
How to create roles specific to your organization and the needed access levels | |
How to invite organizer-level users | |
How to disable and remove access from staff who are no longer employed or need access | |
How to edit an existing user's information | |
How to invite vendor level access users |
User Roles
Prior to inviting any users, it is important that you set up user roles specific to your organization. To set these up, navigate to Access Management > Roles in the left-hand menu. If you've already created roles for your organization, feel free to skip to the next step.
Once within Roles:
Select the type of role you'd like to create based on Organizer, Vendor, or Employee options at the top of the screen.
Once within the preferred section, select New Role on the right-hand side
Within the New Role screen, you'll be able to name the role (e.g., General Manager, Finance Team, etc) and select the specific settings that role will need access to
Feel free to add a description so other members of your organization can quickly understand the access of each role
Once complete, select Create at the bottom of the screen.
Organizer Users
Navigate to Access Management > Users on the left-hand menu
Here, you'll be able to grant access and invite users within your organization to use the dashboard. To invite users, provide their email and specify the access level they need.
Click Actions in the top right corner > Invite User
Enter the email and select the role they require.
The user will receive an invite link to complete their login profile.
Removing or Disabling Access
If you need to remove previously granted access for any reason, follow the steps below.
Navigate to Access Management and then Users.
You can use the filtering options at the top to find users by Name, Email, Roles, Status, or Groups to locate the individual
Once the individual has been located, use the Actions tab next to the individual's name to select Block
Confirm the Block via the pop-up on the screen, once complete you've successfully blocked access of that individual
This can be used for individuals who have left the organization, those who have been terminated or for any other purpose that suits your need.
Editing Existing Users
If you need to edit an existing user's access, you can do so by following similar actions above.
Navigate to Access Management and then Users.
You can use the filtering options at the top to find users by Name, Email, Roles, Status, or Groups to locate the individual
Once the individual has been located, use the Actions tab next to the individual's name to select Edit. This can be done for users within the Organizer, Employee, and Vendor tabs.
Organizer/Vendor Users: Once within that user, you can edit their name, user groups, and roles. *Note: You cannot edit a user's login information, such as their password. If they've forgotten their password, they'll need to reset it via the Forgot Password option.
Employee Users: Allows you to edit settings that are at the organizer level, such as their name, hourly rate, roles, groups, and default PIN/UID. If you'd like to edit their PIN/Login for a specific event, you'll need to do so at the event level.
Vendor Users
If your event includes third-party vendors, you might want to grant them access to the reporting system. To let them view their sales reports, you need to create a separate vendor and link it to Manage Vendors. Once that's done, you can give access to vendor-specific reporting.
Click Actions in the top right corner, then Invite User. Enter the email, select the associated vendor, and grant vendor access.
The user will receive an invite link to complete their login profile.