Creating User Accounts for your Event Team
There are two types of User Accounts:
Account Managers (created on the Account Manager site at my.schoolauction.net or https://my.tofinoauctions.com). Account Managers have access to the Manager page and all event sites, receive email blasts with tips and prompts and can migrate items from one event to another. Creating an Account Manager automatically creates an Event Chair account for the user on all existing event sites.
Event User Accounts (created on Event Site as described below). Event User Accounts provide access to a specific event site only.
1. There are six User roles with five varying levels of permissions. The simplest way to distinguish between User Roles is by what each CANNOT do:
- Account Managers have full permissions for editing the Account and EVERY Event Site.
- Event Chairs have full permissions for editing the specific Event Site they have a Chair role for.
- Event Admins can do everything on the specific Event Site except Edit Payment Settings and bulk edit/reassign Bidder Numbers.
- Event Staff/Volunteers can do everything on the specific Event Site except view/edit any Site Settings and Create User Accounts
- Auditor can view data only.
2. Any user with Chair or Admin status can create and manage user accounts (including resetting passwords) for the event site.
3. If you have imported or migrated Users, your team members may already have existing User Records which can be updated.
To add a new user:
Go to Admin > Manage Users > Add a User
To create user record:
1. The software searches for existing user accounts by email address during registration processes, so including an email will reduce the chance that duplicate user records will be created. It also allows users to reset their password using the automated reset link.
2. Login (we recommend a standard template you can remember such as e-mail or Initial-last name combination.)
3. Password (we recommend a default such as changeme)
4. Assign role by highlighting the desired role, then clicking the arrow key to move it to the left box.
5. Save your changes.
Notify New Users via email:
After creating new User accounts, you can avoid the most common login issues by providing your team with their account info in an email message that includes a link to your event site and their login and password which can be cut and pasted if necessary. See Troubleshooting Log in Issues if team members have difficulty accessing the site.
Sample email:
Subject: Thanks for Your Help
You have been given a volunteer login.
Go to https://[yourprefix].schoolauction.net/[yourevent]/login
Login: [e-mail]
Password: changeme
To view users by role:
