Portal Admins are able to add users to Momentus OneView. These users can be employees in a venue management group, promoters, venue admins, and more — anyone who needs to view calendars from multiple venues using the Momentus platforms.
In this article:
- Add a User
- View User Information
- Edit a User
- Password Management
- Unlock a User
- Disable or Delete a User
Add a User
- Click your name in the upper-right corner and select Administrator.
- In the left sidebar, select Users and click Add User.
- Add the user's information:
- Title
- First Name (required)
- Last Name (required)
- Username (required): This can be the user's email or something different.
- Phone (required)
- Email (required)
- Secondary email
- Organization
- Department
- In the User Permission Level (required) dropdown, select the user's permission level. See User Permissions for more details about each permission.
- General User
- Portal Admin
- Venue Manager
- In the Select Venue Portfolio dropdown, select the user's venue portfolio.
- Go to the Venue Permissions tab and add the user's permissions to venues. If you will give permission by using a user group template as well as manually selecting permissions, be sure to select the template first. If you've already given permission to venues, the template permissions will override your work.
- In the Group Template dropdown, select a group to apply permissions for several venues at once.
- Add or update permissions on each venue individually:
- If a venue and its spaces should be visible to users in the group, toggle Show Calendar to Yes.
- In the Access Level drop down, select what access the group should have to event details:
- All Event Details: the event name and all event details will be display.
- Status Only: An avails view with more detail. Each hold/event will display separately, and holds originating from Elite will display their hold rank (Hold 1, Hold 2, and so on). Users will also see start and end time, event type, category (Enterprise only), and genre (Elite only).
- Availability Only: An avails calendar showing only distinct statuses — if there are three holds and two confirmed events on a day, two blocks (one "Hold" and one "Confirmed") will display.
- Click Save.
The user will be added with a status of Pending. They will receive an email from Microsoft, the identity and access management service we use. Once they click that link and set up their Microsoft account, they will have access to OneView.
View User Information
To view user details, click the user's row. A details slider will open on the right, allowing you to view the user's personal details, their user account status, and company information.
From this slider you can click Edit User to edit the user's information or click the X in the upper right corner to close it.
Edit a User
To edit a user:
- Click your name in the upper-right corner and select Administrator.
- In the left sidebar, select Users and open the Edit User slider. You can either:
- Click the user's row to open user's details slider. Click Edit User, or
- Click the three dots icon on the right side of their row and select Edit.
- Update the user's information.
- Click Save.
Password Management
If a user forgets their password and is unable to reset it on their own, open the user's Edit User page and click Reset Password. The user will receive an email from Microsoft with a link to reset their password.
Disable or Delete a User
If you would like to temporarily remove a users access to the calendar you can disable them. If they should permanently be removed from the calendar portal, delete their user account.
To disable or delete a user, open the user's Edit User slider.
Disable a User
- In the Status card, toggle status toggle. A confirmation modal will display.
- Click Disable.
- At the bottom of the Edit User slider, click Save.
Delete a User
- In the Actions card, click Delete User. A confirmation modal will display.
- Click Delete User.