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NEW! Sub-account Feature

Part of Event Wizard®’s appeal is that it is extremely flexible and customizable. Because of this, we attract clients of all shapes and sizes, from the smaller individuals with a single event, to large event planning companies running events throughout the year. Sometimes our larger clients employ multiple people to build and run their events, so it can get a bit cumbersome if everyone has to share a single Event Wizard® account, (along with a single email and password).

Enter the new sub-account feature!

How does it work?

How do sub-accounts work?There are main accounts and sub-accounts, (also called “users” or “account users”).

What is a main account?

When you add a user to your account, you become the main account for that user, (and any other subsequent users you add to your account). Main accounts can see and edit their own events as well as the events created by any of their user/sub-accounts.

What is a user/sub-account?

When you add a user, (or users) to your account, that user becomes a sub-account of your account. Sub-accounts can see and edit their own events plus the main account’s events.

Sub-accounts cannot see each other’s events. Any event that needs to be accessible to everyone in your organization must be created by the main account.

How do I create a sub-account?

Start by logging into Event Wizard® and clicking the My Account icon in your main menu. On this page you’ll see a series of tabs that allow you to check or modify things like your Personal Information, Account Preferences, and Account Usage – click the Users tab and then the +Add New User link.

subuser1

On the next page, you’ll need to enter the first name, last name, and email address of the user you wish to add or create, then click the Add User button. From here, one of two things will happen:

  1. If the email address entered is already being used by an account in Event Wizard®, the user will receive an email asking them to confirm your request to join to your account.
  2. If the email entered doesn’t already exist in Event Wizard®, a new account is created and an email is sent asking them to activate before it can be used.


subuser2

Once the above action is taken, the requested account will become a sub-user of the original account, and will show up under the Users tab on the My Account page.

It’s important to note that the account balance ($) in the parent account does not get shared with its sub-users, (and vice-versa). For example, if a sub-user creates an event, they must have a positive balance in their own account in order to run it, since they are the owner of the event. The only exception is for annual license holders; if a main account holds an annual license, the user accounts do as well.

That’s it! If you have any questions about this new feature or anything else in Event Wizard®, feel free to contact us.


Posted on August 13, 2015 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
Tagged : ,, , ,