Organization Setup

All auctions/events in Auctria belong to an Organization.

When setting up your account, you were prompted for some details about your Organization. You can review, or change, these on the Organization page available via the main Auction Dashboard menu.

TIP

Auctions are created within an Organization. Each Organization can have multiple auctions. Your email address can also be associated with multiple organization which you are able to switch between as needed.

Some data is stored per-organization, most notably Donors and Organization User Accounts. Most other information is stored at the auction level, such as Items and Bidders.

Review Organization Information

To view, or update, the Organization information, select Organization from the main Auction Dashboard menu to open the Organization's details page.

DETAILS

The DETAILS tab lets you modify the Organization Name, Contact Information, and Settings (the default Timezone and Currency).

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IMPORTANT

The options available to edit/update information is based on your permission level. Some options can only be modified by administrators. See Organization Details for more information.

Organization

The Organization's Name can be modified in this section.

Contact Information

The Organization Email (including a "Bcc" and "Billing" email, although these are internal only), Phone, and Website details are modifiable in this section and used as default pieces of information displayed on the auction/event website.

Settings

This allows you to set an appropriate Timezone as well as the auction/event Currency. See Timezones and Currency for more details on these options.


If everything looks good here, you can review Adding Users to help you run the event, if necessary. This is often done after the initial set up has been completed.

Note

The number of Organization User Accounts may be limited by the Auctria License allowance. See our online store for reference and more details.

Users

Users are individuals who will have access to the administration side of your auction and may help add items, register bidders, record bids, run checkout, etc. From the Organization page, click on Users under the Information sidebar menu to see the current list associated with the organization.

If this is a new organization, only your email address will be listed initially.

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Click the + Add User button to start Adding Users.

Only the new user Email and Permission level are entered from the dashboard by an administrator.

Permission Levels

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See User Permissions for more information explaining the permission levels you can assign.

Last Updated: 8/28/2019, 6:26:52 PM