The Billfold Dashboard offers a robust and flexible role-based access control 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.
Organizer Users
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 'Invite User' in the top right corner.
Enter the email and select the role they require.
The user will receive an invite link to complete their login profile.
Vendor Users
If your event includes third-party vendors, you might want to grant them access to reporting. To let them view reports for their sales, 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 'Invite User' in the top right corner. Enter the email, select the associated vendor, and grant vendor access.
The user will receive an invite link to complete their login profile.