On TRYTN, you can easily add or remove additional users with their own unique logins. Each user can be set up to have his or her own roles and permissions according to their needs within your organization.

This article covers the following topics:

Add a User

Adding users allows you to delegate various activities to others in your organization. Each user has a separate username, password, and user roles/permissions, which means you can set users up to see and do only what their roles require. For security purposes, we recommend creating individual user logins rather than sharing your personal login information. Users can be added to (or deleted from) your account at any time.

To get started, log into the system and navigate to Settings > Team to find the page that lists all of your active user accounts. Select Add to create a new user.

From here, you will need to enter the following information for the new account:

Email Address is the email address the user will be associated with. This is required to be a unique email in the system.
Permissions are user roles and rights to assign to that user. These can be modified by the account administrator at any time as jobs and roles change. What each one of these permission levels means and what they give access to for a user is covered under the next topic for this article: User Roles and Permissions.
Display Name is the name that will be shown on staff assignments within your TRYTN account.
Reservation Display Color gives you the option to select the color that will be used to indicate any activities assigned to this team member on the ‘Staff’ widget, found on your account dashboard.

Click Save Changes to save the team member account. The new user will then receive an email at the specified email address with instructions on how to set their account password.

Edit Permissions for an Existing User

To update the permissions for an existing user, navigate to Settings > Team. On this page, you will see a list of all active user accounts. Once you locate the account you are looking for, click the Actions dropdown and select Edit.

From here, you can make any necessary changes to settings for this user. Please note that once a user's permissions have been edited, the user will need to log out and then log back in for the updated permissions to take effect.

User Roles and Permissions

Individuals added to your shop can have very broad to very limited access to TRYTN features and functionality, depending upon their role(s) in the organization. The list below includes details for all possible roles and permissions so you can better determine what each new user needs access to.

Administration & Reporting-Related Roles & Permissions

Manage Shop Settings

Users given this access are able to:

View/modify all account settings (e.g., business name)
Update payment details (e.g., tax rates)
Manage staff assignments (i.e., add, edit or delete shop accounts, assign or remove staff members from activities) Note: This permission is NOT required for a user to be able to see staff schedules.

View & Run Reports

Users assigned to this role are able to:

View transaction reports
Run transaction reports
Save transaction reports

Product-Related Roles & Permissions

Manage Activities & Schedules

Users with this level of permission have the ability to view, create, edit or archive:

Activity details (e.g., questions, add-ons, etc.)
Existing scheduled activity schedules (e.g., open/close dates)
Time slot capacities

Modify Product Settings

A user with this type of access can:

View product settings (add-ons, promotions, etc.)
Create, edit, translate, and archive products

Transaction-Related Roles & Permissions

Sale Representative

This level of access is set up for individuals working at a ticketing booth. The experience is focused on point of sales for retail transactions. User can create new transactions and, if the feature is enabled, perform check ins.

Receive Purchase Notifications

User receives email notifications when a purchase is made.

View Transaction Details

This is the base level a user can have access to and is a dependent permission for other roles and permissions. This setting allows users to see transaction details, but they are not allowed to modify them in any way.

Edit Transactions

Users with permission to edit transactions can:

View transaction details
Edit/modify existing transactions
Reschedule activity dates

Edit an Existing User's Display Name

To update the display name for an existing team member, navigate to Settings > Team. On this page, you will see a list of all active user accounts. Once you locate the account you are looking for, click the Actions dropdown and select Edit.

From here, you can update the Display Name for this user.

Be sure to Save Changes when you have completed all edits. Please note that once a user's permissions have been edited, the user will need to log out and then log back in for the updated permissions to take effect.

Edit User's Display Color for Assigned Activities

To update the staff dashboard display color for an existing team member, navigate to Settings > Team. On this page, you will see a list of all active user accounts. Once you locate the account you are looking for, click the Actions dropdown and select Edit.

From here, you can update the color used for activities assigned to this user on the Staff dashboard. Simply click on the color block found under Display Color for Assigned Activities. This will open a color editor tool that allows you to choose a customized color for each team member. You can use the dropper to copy a specific color from your desktop, enter a hex code, or simply play with the color slide and choose any variation in tone preferred using the large color box. There are lots of options here and you can play with this to get the exact palette you're looking for.

Delete a User

You have the ability to permanently remove a user so they are no longer able to log into the TRYTN system. For security reasons, we recommend immediately deleting user accounts for employees who are no longer with your organization.

To delete a user, navigate to Settings > Team and locate the email address you're looking for under the Account Email column of the table. Click the associated Actions menu, and select Delete. (Note: Deleting a user account is permanent and this action cannot be undone.)