Managing Members & Roles

The Members & Roles tab on your dashboard is where you can add and edit users that will have access to your Prekindle dashboard. To access your Members & Roles preferences, you must be logged into your Prekindle dashboard. 

To add/edit the Members & Roles, follow these steps:

1. Click the Preferences tab on the left side navigation panel

2. Click the Members & Roles banner, then click Add a New Member

3. Here you can add a member to your dashboard by entering their name and email address and then selecting their Role

If you add a member that does not already have a Prekindle account, they will receive an email with instructions on how to log into your Prekindle dashboard.

There are 6 member options to choose from when adding access to your Prekindle Dashboard.

• Admin: give full access to the account including financial information.  Admins can also add and remove other admins.
• Manager: restricts access from certain financial settings (billing and payout information). Managers cannot add new admin members but have access to everything else. This is the most typical role to assign to new members. 
• Marketing: gives access to functions commonly associated with publicly marketing events while limiting access to non-marketing features
• Coordinator: provides access to create and modify events and view and manage the box office. Coordinators do not have access to reports, financial information, or the ability to export customer data.
• Accountant: gives access to reporting system only
• Box Office Operator: gives access to daily box office functions including will-call information, look-up purchase information, and selling tickets at the door
• Box Office Manager: provides the same access as box office operator but also allows for the ability to issue refunds
• Box Office Report Manager: provides the same access as box office manager, but also allows the ability to see reports
• Scanner: Only provides access to the scanner app

If you have trouble adding members to your account or any questions about the best role to choose for your team members, contact clients@prekindle.com.