1. Login to Theatre Manager as a Master User, or Outlet Administrator where applicable.

Sites set up with the Outlet Edition of Theatre Manager must have their Outlet Administrator perform employee setup functions. The Master User in the Outlet Edition is only intended for use in setting up the Outlet Administrator Employees.

2. Create a patron record for the employee.

   Click here to learn how to create patron records.

3. Highlight the employee's patron record from the patron window
   

   

4. Click the Employee button.

   A confirmation dialog opens.

   

5. Click the Yes

   button.

   The employee data window opens.

   

6. Click the Password button to set a password for the employee.

   For more information on setting an employee password, click here.

7. Click the Preferences button to set the employee preferences.

   For more information on setting employee preferences, click here.

8. Make any required changes to the Access tab.

   

   For more information about the Access tab, click here.

9. Make any required changes to the Data tab.

   

   For more information about the Data tab, click here.

10. Make any required changes to the Functions tab.

    

    For more information about the Functions tab, click here.

11. Make any required changes to the Group tab.

    

    For more information about the Group tab, click here.

12. Make any required changes to the Box Office tab.

    

    For more information about the Box Office tab, click here.

13. Enter the information on the Solicitor tab.

    

    For more information about the Solicitor tab, click here.

14. Enter the information on the Facility Management tab.

    

    For more information about the Facility Management tab, click here.

When inserting a new employee record it may be decided the new employee should receive the exact same access levels to Theatre Manager as a pre-existing employee. If so, copy the access from the existing employee to the new employee. This is a time saving feature so access to data and function levels do not have to be hand-picked for each employee. This function is only used for employees who have Normal Access, as Master Users already have access to everything.

1. Open the Employee List window.

   Click here to learn how to access the Employee Data window.

   

2. Select the Employee to copy the access to.

   Single click on the employee line to select it.

3. Click the Open button.

   The Employee Data window opens.

   

4. Click the Copy Access button.

   The Employee List opens.

5. Click the Search button.

   These are the employees access can be copied from.

   

6. Select the Employee to Copy Access from.

   Single click on an employee to select them.

7. Click the Select button.

   This completes the process. The employee access has been copied.

1. Open the Employee Data window for the Employee.

   For information on how to access the Employee Data window click here.

2. Click the Data tab.

   When a box is checked an employee has the selected access rights to that data. If the box is unchecked an employee does not have the unchecked level of access rights to the data.

   

   For more information on the data tab click here.

3. Click on the desired box next to the access level to change the status.
4. Click the Save button.

   Changes to the Data tab have now been saved.

1. Open the Employee Data window for the Employee.

   For information on how to access the Employee Data window click here.

2. Click the Functions tab.

   When a box is checked an employee has access to the function. If the box is unchecked an employee can not access the function.

   

3. Click on the box next to the function to change the status.
4. Click the Save button.

   Changes to the Functions tab have now been saved.