User Management & Account Roles

Overview

User Management allows you to control team access levels across both the Web App (where you build forms and configure settings) and the Mobile App (where staff run Tap to Pay and/or scan Special Activity QR Codes in the field).

Transferring Ownership

If the Account Owner leaves your organization, they should transfer the Owner role to another team member prior to their departure. If an Owner leaves without passing on ownership, please work directly with your internal IT team to gain access to the Owner's email account and update the profile. Support cannot make this change or grant account access for you.

Important Account-Wide Rules

Everything created or set up within your account (such as forms, integrations, and branding) is account-wide.

Global Visibility

All settings are viewable by anyone with a Web App login. However, whether a user can edit or adjust those settings depends on their assigned team role.

Owner Management Responsibilities

The Owner of your account is solely responsible for managing team members and permissions. Our support team will not:

Create new user accounts for you
Change or reassign the Owner or Billing contact
Reset passwords manually

Self-Service Password Resets

If you or a staff member forgets a password, please use the "Forgot Password" link on the login page.

User Roles

Role	Web App	Mobile App	Description & Capabilities
Owner	Full Access	Configured Access	Has complete control over all settings, billing, integrations, and users. Cannot be deleted. (Can edit owner details to transfer ownership to another team member).
Billing	No Login	No Access	A required contact designated for invoice and billing notifications. Does not have login credentials.
Admin	Full Access	Configured Access	Can build forms, manage integrations, and create/delete users. Admins can be reassigned to a Builder role if needed.
Builder	Form Building Only	Configured Access	Can create and edit forms. Can view integrations, users, and account settings, but cannot modify them.
Mobile App	No Access	Configured Access	Restricted strictly to the Mobile App. Ideal for volunteers and field staff who only need specific mobile app functions.

Creating & Configuring Users

When clicking Create User or Edit for an existing team member, configure the following fields:

Email

Enter the user’s email address (e.g., Jane@doe.com ), which serves as their primary login credential.

Notifications

Enabled

Sends Tessitura order failures to the user.

User will be listed with a Green Smiley Face
Disabled

Disables all automated notifications for this user account.

User will be listed with a Red Sad Face

First Name & Last Name

Enter the user’s full name for internal tracking and audit logs.

Role & Mobile App Permissions

Role

Select the user's primary administrative tier (Admin, Builder, or Mobile App).
Mobile App Permissions

Choose which capabilities are unlocked for this user (Multi-select dropdown):
- Tap to Pay
  
  Grants access to process contactless payments on mobile devices.
- Special Activity Scanner
  
  Enables the in-app barcode scanner for entry management.
Tap to Pay Form Access

Grants access to specific forms inside the Mobile App (Multi-select dropdown). This dropdown displays a list of all active forms currently set to Tap to Pay mode. Select one, multiple, or all forms to designate which forms this user is authorized to open and run on their device.

Staff Provisioning

You can easily limit field staff to single task. For example, assign a Mobile App user only the Special Activity Scanner for door ushers, or only Tap to Pay using a single form for roaming donation collectors.