Overview

Before you can create events and sell tickets, your Organization needs to be set up in the system. An organization represents your entity — a venue, promoter, nonprofit, or business — and is the container that holds your events, users, and payout information. This article covers how to set up and configure your organization.

For a broader overview, see Getting Started Selling Tickets.

How Organizations Are Created

Organizations can be created in two ways:

• Self-service signup — you sign up directly from the ticketing site's home page, and your organization is created automatically
• Manual creation — a site partner creates your organization and provides you with login credentials

Either way, once your organization exists, you can begin configuring it and creating events.

Organization Settings

Your organization's settings control how it appears and operates on the ticketing site. Key settings include:

• Organization name — the name displayed on your event listings
• Contact information — the email address and details used for organization-level communications and displayed to ticket buyers
• Banking and payout configuration — your Stripe Connected Account for receiving ticket revenue. Only an Account Owner can manage banking information. Note that ticket revenue is paid via ACH transfer to a bank account; the system cannot connect to an existing Stripe account you may already have. See Payments and Payouts for full setup details.

Keep your contact information up to date — it affects what buyers see and how system notifications are delivered.

Users in Your Organization

You can add multiple users to your organization to share event management responsibilities. Anyone using the Mobile Box Office app to scan or sell tickets needs their own organization user account.

User Types

• Account Owner — full access to the organization including settings and payment information. Only an Account Owner can create another Account Owner.
• Admin — full access to the organization and its settings. Can create other Admins and Staff users (but not Account Owners).
• Staff — can view events, process and refund orders, and check in tickets. Cannot manage other users or organization settings.

Adding a User

Go to Settings → Users and click the + icon. Enter the user's name, email, and (optionally) phone number, then choose their permission level and click Save User. A welcome email is sent automatically. The new user must click Create Password in that email to verify and activate their account before they can log in.

Managing Existing Users

From the Users list, select a user to see their summary page. From here you can:

• Edit their name or permission level
• Reset Password — sends them a password reset email. Note that there's no manual password reset; only the user themselves can set their own password via the email link.
• Resend Welcome Email — appears instead of Reset Password if the user hasn't yet activated their account. Sending this invalidates any prior welcome emails, so the user must use the most recent one.
• Delete — available from the three-dot menu on the user card, for Admins and Account Owners only

To change a user's email address: create a new user with the correct email and delete the old user. Email addresses cannot be edited directly.

An organization must always have at least one Account Owner. If you're deleting the only Account Owner, create or assign a replacement first.

Notification Preferences

Each user has individual notification preferences that control which system emails they receive — for example, alerts for new ticket sales or order activity. Each notification type can be toggled on or off independently from the user's profile settings.

Email Delivery: Immediate vs. Digest

For each notification, users can choose between:

• Immediate — emails arrive as events happen
• Digest — notifications are batched into a single summary email, daily or weekly

For weekly digests, users can pick which day of the week to receive the email. Digests are sent to the user's account email by default, but you can specify a different address (useful for routing notifications to a shared inbox). Each notification inside a digest includes a permalink to view that specific notification at any time.

Admin users can view and manage other users' notification preferences from the Users list.

Switching Profiles

You can have your user email associated with more than one site or organization in our system.  You can switch between your profile profiles by clicking the user initial icon in the top right of your screen and selecting switch profile profiles, where you will see the list of different accounts that are associated with your email address.