Managing user access in your RedPodium account is simple and flexible. You can invite unlimited users at no additional cost, ensuring that everyone who needs access has their own login. We recommend assigning individual logins to each user, as this helps track changes within your account and provides clarity when reaching out to our support team.
With separate user logins, you also have full control over account access. You can assign specific permissions, limit access to certain pages, and easily revoke user access if needed. This article will guide you through adding and managing users in your RedPodium account.
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Add A User
Note: If you have multiple products in one account, a user would use the same user login for RedPodium, TicketSpice, RegFox, and GivingFuel and the same permissions apply across all products.
From the Pages screen, hover your mouse over the Gear icon in the upper right corner
Select Users from the dropdown
Click the Add User button
Enter the name and email address of the person you'd like to add as a user
Set the user's permissions (as shown below)
Click Send Invite when you have customized the user settings as needed
Set User Permissions
To grant a user full access and privileges, toggle the Grant Full Access with All Privileges to Anything button to On. This will give the user unrestricted access to your account.
If you prefer to limit user access, RedPodium offers a variety of customizable permissions to fit your organization's needs.
| View Permissions | Manage Permissions | Delete Permissions |
Account Management |
| With Account Management permissions, users can make changes to your organization's information and account under Organization Details. |
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User Management | With view User Management permissions, users can view any users who are on the account. | With manage User Management permissions, users can edit and the user permissions for all users on the account | With delete User Management permissions, users can delete users on the account. |
Billing Management | With view Billing Management permissions, users can view the billing information on file under Plans and Billing. | With manage Billing Management permissions, users can edit the billing information on file under Plans and Billing. |
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Payment Processor Setup | With view Payment Processor Setup permissions, users can view the payment processors on the account. | With manage Payment Processor Setup permissions, users can create a new payment processor, and can edit the payment processors on the account. | With delete Payment Processor Setup permissions, users can delete a payment processor on the account. |
Integrations | With view Integrations permissions, users can view all external integrations set up on your RedPodium account through Zapier, APIs, or Webhooks. | With manage Integrations permissions, users can manage any external integrations set up on your RedPodium account through Zapier, APIs, or Webhooks. | With delete Integrations permissions, users can delete any external integrations set up on your RedPodium account through Zapier, APIs, or Webhooks. |
Note: If your organization is using Webconnex Payments and you want to grant a user access to the Webconnex Payments portal, this user must have View, Manage, and Delete Permissions on Payment Processor Setup.
Page Permissions
By default, users are given access to all pages. Here is how to give users access to only certain pages.
Toggle on the Setup Access to Specific Pages button
Uncheck at least one of the Manage, Publish, Reports & Exports, or Financial Boxes (for any boxes that remain checked in this row, the user will have this specific permission on all pages)
From there, scroll through the list of pages, and pick and choose which pages and permissions you want to give the user
Click Save at the bottom of the screen
Available Page Permissions
Manage Permissions | Publish Permissions | Reports & Exports Permissions | Financial Permissions |
Allows users to view, edit, create, archive, restore, and delete pages. | Allows users to publish pages. A user must have Publish and Manage permissions to publish. | Allows users to view pages and the analytics pages. View, edit, and cancel orders. View, edit, and delete contacts and view and run exports. | Allows users to see transaction amounts and run financial reports. |
Resend or Delete a User's Invite
If a user hasn’t received their invitation or if you no longer want them to accept it, you can resend or cancel the invitation by:
From the Pages screen, hover your mouse over the Gear icon in the upper-right hand corner
Select Users from the dropdown
Click Invites to see the pending invitations that have been sent
Click the resend icon if you'd like to resend the invitation, or click the trash can icon to delete the invitation
Edit a User's Permissions
From the Pages screen, hover hove your mouse over the Gear icon in the upper-right hand corner
Select Users from the dropdown
Click the pencil icon on the user you want to edit
Edit the user's permissions as desired
Click Save when you are done
Revoke a User
If a user on your account has User Management Delete permissions, they can remove or revoke other users from the account.
Note: Users cannot remove or revoke the account owner's login.
From the Pages screen, hover your mouse over the Gear icon in the upper right corner
Select Users from the dropdown
Click the no entry icon next to the user you'd like to revoke
Click Revoke User Access
FAQs
How do I change the account owner of my RedPodium account?
How do I change the account owner of my RedPodium account?
To change the account owner of your RedPodium account, please reach out to our support team.