Organization Setup

All events in Auctria belong to an Organization

When setting up your account you were prompted for some details about your organization, and you can review or change these on the Organization page.

TIP

Auctions are created with an Organization. Each organization can have multiple auctions.

Your email address can also be associated with multiple organization you can switch between as needed.

Some data is stored per-organization, notably donors and users while most information is stored at the auction level, for example items & bidders.

Review Organization Information

To view or update the Organization information, select Organization from the main menu to open the organization details page:

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The Details tab lets you modify the organization's name and contact settings, as well as the default timezone and currency.

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The organization name, email, phone & website are default information displayed on the event website.

The options available to edit/update information will depend on your permission level, some are available only to administrators.

See Organization Details for more details

If everything looks good, you create additional users to help you run the event if necessary.

Users

Users are individuals who will have access to the Admin side of Auctria and may help add items, register bidders, record bids, run checkout, etc.

Users are associated with an Organization. From the organization page click on Users to the the current list.

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

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Click + Add User button to add a new User.

A modify a user's permission levels double click on the user to access their details.

Adding a User

Click + Add User button to add a new User.

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Enter the user's email address and the permission level to assign them, then click Save User.

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Only the User Email and User Permission level are entered from the dashboard by the administrator.

The user's full name is entered by the user when they create their password. The user will receive an email notification to setup their password and name.

Permission Levels

The following table explains the permission levels you can assign:

None No permission to view or edit the auction. This is typically used to provide per-auction permissions: you can set a user's default permission to None and then assign permissions in specific auctions, or use None on a per-auction basis to deny access to a specific auction
Read Only View the auction data, but not modify anything
User Permission to make normal changes: add bidders, items and donors, record bids and process checkout payments. However, the user isn't able to delete anything. Some bulk operations (eg sending statements to all bidders) are also blocked.
Power User The same as user, but with permission to delete records and perform all bulk operations on an auction. But can't perform organization level operations such as creating a new auction and adding/deleting users.
Admin All powerful: can manage the organization, as well as users. Only admins can issue credit card refunds as well.
Last Updated: 12/10/2018, 6:22:56 PM