There will be times when you need to associate a specific user account with multiple orgs, venues, artists, and educators (if you have Artist and Education modules installed on your site). To do this, we created the Agency Tool.
Setting Up An Agency Account
In order to set up an Agency Account, the user (or ‘agent’) must already have an account on your site.
NOTE: When creating an Agency account, all necessary profiles needed for the account must already be in pending or published on your site. If they are not, you will need to create them from the backend. You will only need to add the required information (name or title, brief description and primary category type). The user/agent can fill out the rest of the profile once they have access.
Next, you need to set up the Agency Account. To do that, simply go to the “Agency” tab at the top of the Artsopolis Hub in the admin control panel. If you do not have an Agency tab at the top of your dashboard, please contact us so we can add it.
Click Add New link from the drop menu. A New Agency Form will display. Fill out the name of the Agency – this can be the name of the organization or the name of the user managing the profiles. The rest of the fields are optional but it’s best to include the user’s email address.
Next, you’ll need to select the profiles the ‘agent’ will be managing. For our example below, we are selecting Venues.
Simply search for the Venue profile using the ‘search by name’ field and then check the profile check box. Repeat this step to tag the next Venue.
Once you have selected all the Venues your Agency is going to manage, we need to associate them with the new agency user account.
Search from the new user account (by username) using the ‘search by name’ field under the User header and check the profile check box. Then click the Add New button in the lower right corner.
You’re all set! The next time the user/agent logs into their front end User Dashboard they will see an Agency tab in the left sidebar. When the agent clicks on the Agency tab, it will display the Organization and/or Venue sub-tab(s).
The Agent clicks on the Venue sub-tab to reveal the Venue drop menu. From there, they can select a Venue profile from the list and click the Update Venue button to access and update that profile.
Questions or suggestions? Contact: networksupport@artsopolis.com