A User is anyone who uses any part of the ACME Platform. This includes managers, administrators, front-line employees, and anyone who conducts sales at the POS.


This article will describe how to add Users to your system. To learn about controlling specific access and permission, go to User Permissions.


TABLE OF CONTENTS


Email Users and Username-only Users


There are two types of ACME Users: Email Users and Username-only Users. The difference has to do with which areas of the ACME Platform different Users can access.


  • Email Users can log in to the Backoffice, the ACME Sales application (POS), and the ACME Access Control application to scan tickets. This category usually includes permanent employees.
  • Username-only Users can only log in to the POS and ACME Access Control applications. Username-only users cannot log into Backoffice. In general, this user type is for front-line staff, volunteers, temporary box office workers, and anyone else who will not need to use the Backoffice. These are also the types of profiles needed to request an API key for an integration.


ACME recommends that most Users are Email Users. To manage the permissions assigned to your Email Users (who will be most employees), refer to the article about User Permissions.


Adding Email Users


There are two ways to invite email users ACME Backoffice. One option is to pre-build the profile for them, including setting information like name, title and contact info, department, and permissions, and then issue a password reset. Once they reset their password, then their profile is ready to use with the appropriate permissions. If you invite a user by email address, they will have to set their own profile information, and you will need to add any user permissions to their Account after they verify and inform you that is complete. Adding user permissions before they verify will prevent them from being able to activate their profile. 


Pre-build Profile

Pre-building a profile allows the system admin to have greater control over a staff's profile. This process lets you build multiple profiles in advance if needed, but not send the password reset message until a later time when ready, giving you more control over the profile set up and more flexibility when planning on-boarding tasks.

  1. Log in to the ACME Backoffice.
  2. Click on "Users" in the left navigation panel.
  3. Click "New User" in the upper right.
  4. Select "Create a user". Enter:
    1. Username: we highly encourage using a standard naming convention. For example:
      • First Initial + Last Name – jsmith
      • Last Name + First Initial – smithj
      • Department + Last Name – vssmith
    2. Password: because you will be creating a temporary password to create the account, we recommend that you choose something standard, then direct the user to change the password to something more unique when you give them access.
  5. Click "Add User".
  6. From the users list, then select that new user and add additional information:
    • First and Last name
    • Phone number (required)
    • Email address (required)
    • Department (optional, allows for easier sorting of users)
    • other Permission groups
  7. Click "Update" to save the profile changes.
  8. Once you are ready to invite the user to ACME, open the user profile, and click the "Send password reset" link. This will send them an email with a link allowing them change their password. Once they enter the new password and login, the do not need to make any changes to their profile or inform anyone, as their profile and permissions are all set and ready to use. Alternatively, you can direct the user to the main ACME Backoffice login page, and direct them to go through the forgot password flow.


Email Invitation

To issue an email invitation, you enter the user's email into the Backoffice. This will prompt the Back Office to send an email from ACME Support inviting the User to confirm their email address and set up their ACME Account. Once the User completes this process, they will be logged into the Backoffice, and their status will change to "Active" in the User list. Only then can you add their permissions. This process allows them total control over setting their profile and contact information during verification, including the ability for them to change their email address from a company one to a personal one.


  1. Log in to the ACME Backoffice.
  2. Click on "Users" in the left navigation panel.
  3. Click "New User" in the upper right.
  4. Select "Email user(s)".
  5. Enter the email address of the User. 
  6. Click "Send Invite"


The new User will now appear in the User list with a status of "Unconfirmed". Once they complete the process spelled out in the ACME Support Email, their status will change to "Active".


NOTE: New users must confirm their email using the link in the email from ACME Support, and set up their ACME Account BEFORE any other configuration can occur.

Resending the ACME Onboarding Email

If a User does not receive the onboarding email or cannot find it, you can resend the email invitation.

  1. Log in to the ACME Backoffice.
  2. Click on "Users" in the left navigation panel.
  3. Find the relevant User record.
  4. Click "Resend Invite".

Adding Username-Only Users

Username-only Users will generally be front-line staff, volunteers, and other employees who will have no need to log into the Backoffice. To log into the the POS and AC (ticket scanner), they will need a username, password, and your site's unique Tenant ID.


TIP: After you setup a Username-only user, ACME recommends that you add basic profile information to the user's record. This facilitates the searching and management of the user account.
  1. Log in to the ACME Backoffice.
  2. Click on "Users" in the left navigation panel.
  3. Click "New User" in the upper right.
  4. Select "Create a user". Enter:
    1. Username:we highly encourage using a standard naming convention. For example:
      • First Initial + Last Name – jsmith
      • Last Name + First Initial – smithj
      • Department + Last Name – vssmith
    2. Password: because you will be creating the user's password, we recommend that you choose something standard, then direct the user to change the password to something more unique.
  5. Click "Add User".


Note: When you enter a Username-only User into the system, you will need to create a password for the user. After this initial setup, we recommend that you have the user change their password to something more personal. Because Username-only Users do not have access to the Backoffice, someone with Backoffice access will need to assist Username-only Users with password resets.


Editing User Records

Once a User is Active, you can edit their record to send a password reset, update their profile, assign a username, assign the user to a department, and add permissions.

  1. Log in to the ACME Backoffice.
  2. Click on "Users" in the left navigation panel.
  3. Find the relevant User record.
  4. Click "Edit" on the left.
  5. Edit the relevant fields (see below).
  6. Click "Update".


Resetting a User's Password

  1. Click on "Send password reset"
  2. The user will receive an email with instructions on how to reset their password.

Note: Email users can also initiate a password reset by clicking on the "Forgot password?" on the B2B login screen.


Adding a Username


Because users log into the POS and AC with either their email address or their username, adding a username to an Email User can make logging in more convenient.

  1. Add a username in the "Username" field.


Updating Profile Information


You can also configure basic information in the User profile:

  • Profile Image: Click "Upload" and select an image from your computer. To remove a profile image, click "Delete" next to the saved image.
  • Departments: If you've set up Departments in ACME, you can assign your Users to them. Select the department from the drop-down menu at the bottom of the page.



Managing User Permissions


User Permissions can be managed by adding or removing a User from different Groups. Adding or removing a Group from the User's profile will grant or revoke the permissions associated with that group. For more information on User Permissions, see User Permissions.


To add Groups:

  1. Click on "Add group".
  2. Select the groups you want to add.
  3. Click "Add Groups."


To remove Groups:

  1. Click next to the Group you want to remove.

Deactivating and Reactivating Users


Because ex-employees can access your Backoffice data from any browser, it's important to deactivate Users when they leave your company.

  1. Log in to the ACME Backoffice.
  2. Click on "Users" in the left navigation panel.
  3. Find the relevant User record.
  4. Click "Deactivate" on the right.

The user will be immediately deactivated, and they will no longer have access to the Backoffice


To reactivate a User, follow the steps above but select "Activate" rather than "Deactivate".