Assigning a transaction to another user

Any transaction can be re-assigned to a different user

This can be helpful when, as an event manager, you need to create a transaction on behalf of someone else

To begin, you will need to create the transaction. To do this, log into your event website and purchase/complete process for the required products.

Once the transaction has been created, you can find this by navigating to Revenue > Transactions, and navigate to the List view.  

Click on the Transaction ID of the transaction you have just created. On the right side of the page, locate the blue Actions button. In the dropdown, click Re-assign transaction.

• You can now assign to an existing user or create a new user dynamically
  • If creating a new user, they will receive an invite to the event site where, after clicking a link in the invite email, they can access the transaction and complete any required information regarding e.g. guest names or nomination data

  • The template for the invite to the user can be edited and styled just like all other email templates

    

Demonstration of re-assigning a transaction