Fundraiser - Linking multiple EtchRock accounts

If you have an EtchRock account and wish to give access to another EtchRock account you can do this within your account settings. You'll need to be an account owner to manage roles for your EtchRock account. There is no limit to the number of roles you can assign. 

You are able to add, edit and remove access, the below details how to perform each.

• Give someone account access
• Remove account access
• Edit account access 
• Restrict access to specific events 

There are two different types of account access. The below details the restrictions for each. 

• Administrator
• Employee

How to give someone account access

 

Step 1 - Hover over your profile at the top right of the page and click 'settings'. 

 

 

Step 2 - Click 'Privacy and Safety'

 

Step 3 - Scroll down to the 'Account access' section, type an email in the box, select the access type and click 'Add'

 

 

Thats it, you'll see a success message, we'll send them an email and you'll see their name within a table within the account access section. 

 

 

How to Remove account access 

Step 1 - Hover over your profile at the top right of the page and click 'settings'. 

 

 

Step 2 - Click 'Privacy and Safety'

 

Step 3 - Scroll down to the 'Account access' section, hoover over the user you wish to remove and click 'Delete'. 

 

 

Thats it, you'll see a success message, and their access will be removed. 

 

How to edit account access 

Step 1 - Hover over your profile at the top right of the page and click 'settings'. 

 

 

Step 2 - Click 'Privacy and Safety'

 

Step 3 - Scroll down to the 'Account access' section, hoover over the user you wish to edit and click 'Edit'. Then select the access type and click 'Save'.

 

 

Thats it, you'll see a success message, and their access will be removed. 

 

Administrator access 

Administrator access gives full account access without any restrictions. If you're adding a new admin to your account, please keep in mind that they'll have the same permission as you do to make changes to your account and it's events 

Employee access

Employee access allows you to give a restricted account access to an employee. The details of the restrictions are listed below. 

Restrictions 

• Account settings https://etchrock.com/settings 
• Apps https://etchrock.com/apps
• Merchants (Restricts access to the merchants page within manage event section)
• Fees and currency (Restricts access to the Fees and currency page within manage event section)

How to restrict access to specific events 

When providing account access you can restrict access to specific events. 

 

Steps- When providing account access click 'restrict event permissions' and then tick any events that you would like restricted.

For help please email [e-mail]