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Overview

TradeMaster Transactions provides comprehensive user management capabilities to help you organize and control access across your event ticketing operations. The platform supports multiple user types including clients, collaborators, and staff members, each with distinct roles and permissions.
User management in TMT is role-based, ensuring that each user type has access only to the features and data relevant to their responsibilities.

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User Types

Clients

Event producers and organizations that create and manage events on the platform.

Collaborators

Team members including ticket sellers, administrators, and office managers.

Customers

End users who purchase tickets and attend events.

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Managing Clients

Clients are the primary account holders who produce and manage events. They can create multiple events, manage box offices, and oversee all ticketing operations.

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Accessing the Clients List

1

Navigate to Users

From the main navigation menu, go to Users > Clients
2

View Client Table

The client list displays all registered clients with their current status, last access date, and email
3

Search and Filter

Use the search bar to find specific clients by name or email. Click the filter icon for advanced filtering options

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Creating a New Client

1

Click Create User

From the Clients list, click the Crear Usuario button in the top-right corner
2

Enter Client Information

Fill in the required fields:
  • Full name
  • Email address
  • Contact information
  • Company/Organization details
3

Set Initial Status

Choose whether the client account should be active immediately or remain inactive until verified
4

Save and Notify

Click Guardar to create the account. The client will receive login credentials via email
Ensure email addresses are accurate before creating client accounts, as they serve as the primary login credential and communication channel.

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Client Profile Details

When you click on a client from the list, you can view:
  • Account Information: Name, email, account type, and status
  • Last Access: Date and time of most recent login
  • Events: All events created by this client
  • Box Offices: Associated physical and virtual ticket offices
  • Activity History: Timeline of important account actions

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Managing Collaborators

Collaborators are team members who work within your organization. They include ticket sellers (taquilleros), administrators, and office managers.

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Collaborator Roles

Front-line staff who process ticket sales at box offices. They can:
  • Search for and sell tickets
  • Process payments using assigned payment methods
  • View ticket availability and pricing
  • Generate sales reports for their shift
Supervisors who manage operations across multiple offices. They can:
  • Oversee multiple box offices
  • Manage collaborator assignments
  • Generate comprehensive reports
  • Configure office settings and schedules
Senior managers with full operational control. They can:
  • Create and configure box offices
  • Assign collaborators to offices
  • Manage payment methods and financial settings
  • Access all reporting and analytics

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Adding Collaborators

1

Access Collaborators Section

Navigate to Users > Collaborators from the main menu
2

Click Create User

Click the Crear Usuario button to open the new collaborator form
3

Enter Personal Information

Provide the collaborator’s:
  • Full name
  • Email address
  • Phone number
  • Account type (role)
4

Assign to Client

Select the client organization this collaborator will work for
5

Set Status and Save

Mark the account as active and click Guardar to create the collaborator profile

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Viewing Collaborator Details

Click on any collaborator from the list to view: 
// Example collaborator data structure
{
  name: "Juan Pérez",
  email: "[email protected]",
  phone: "+52 555 1234567",
  account_type: "Taquillero",
  status: true,
  client: {
    name: "TradeMaster Transactions",
    client_id: "TMT"
  },
  date: {
    created: "2024-01-15",
    last_access: "2024-03-12 10:30:00"
  }
}
  • Assigned Offices: All box offices where this collaborator is authorized
  • Recent Activity: Recent sales transactions and actions
  • Performance Metrics: Sales totals and ticket counts (for ticket sellers)
  • Schedule: Working hours and assigned shifts

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User Status Management

All users in TMT have a status indicator that affects their access:

Active Status

User can log in and perform all authorized actions. Displayed with a green indicator.

Inactive Status

User account is disabled. Cannot log in or access the platform. Displayed with a red indicator.

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Activating or Deactivating Users

1

Open User Details

Click on the user from the clients or collaborators list
2

Toggle Status

Use the status toggle switch to activate or deactivate the account
3

Confirm Change

Confirm the status change in the dialog that appears
Deactivating a user immediately revokes their access to the platform. Active sessions will be terminated on their next action.

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User Table Features

The user management tables provide powerful tools for managing large user bases:

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Search and Filter

  • Global Search: Type in the search bar to find users by name, email, or account type
  • Column Sorting: Click any column header to sort users by that field
  • Quick Filters: Use the filter icon to apply predefined filters

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Bulk Actions

Export user data to CSV for external reporting and analysis. Click the download icon in the table header.
# Exported CSV includes:
Name,Email,Account Type,Status,Last Access,Created Date

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Pagination Controls

Navigate through large user lists efficiently:
  • First/Last Page: Jump to the beginning or end of the list
  • Previous/Next: Move one page at a time
  • Rows Per Page: Select 10, 15, or 20 users per page
  • Page Indicator: Shows “Del al de ” (From X to Y of Total)

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Permissions and Access Control

TMT uses CASL (Capability-based Access Control) to manage permissions: 
// Example: Permission check for creating clients
<Can I="create" a="usersClients" ability={ability}>
  <Button onClick={handleClickCreate}>
    Crear Usuario
  </Button>
</Can>
Permissions are automatically enforced:
  • UI elements are hidden if the user lacks permission
  • API calls are validated server-side
  • Role-based access is inherited from the user’s account type

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Best Practices

Regular Audits

Review user lists monthly to identify and deactivate unused accounts

Accurate Information

Keep contact information up to date for all users to ensure effective communication

Role Assignment

Assign the minimum necessary role for each collaborator to maintain security

Status Monitoring

Monitor last access dates to identify inactive accounts that should be deactivated

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Troubleshooting

  1. Verify the account status is “Active”
  2. Check that the email address is correct
  3. Confirm the user has received their login credentials
  4. Check if the account is assigned to the correct client organization
  1. Verify the collaborator’s account is active
  2. Confirm they are assigned to the correct client
  3. Check that their account_type matches the required role for the office
  4. Ensure they haven’t already been assigned to another office
  1. Check your permissions using the user menu
  2. Verify you have “create” permission for the user type
  3. Ensure all required fields in the form are completed
  4. Check for duplicate email addresses in the system

Office Operations

Assign collaborators to box offices and manage their schedules

Event Management

Link client accounts to their events and manage permissions

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