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Make A Booking permissions v4

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					                  Permissions 1




              V4 Make A
                Booking
            permissions




Document1    Enta module          1
Make A Booking – Enter   This allows the profile to access Make A Booking. Without this
Application              permission, you are completely forbidden from using this application.


Do not use automatic     Automatic customer linking takes place where a customer’s record has
customer linking         data on the company field, and that person has been designated as the
                         Primary Contact for a Strong Link. Any customer whose record is
                         subsequently created, and given the same company name and/or
                         address as that main contact will be automatically assigned the same
                         Link. This is a useful way of ensuring that all employees of a certain
                         organisation are always put into the right link, for marketing purposes.

                         This permission stops any customers being automatically assigned to
                         strong links in this way, even though their company name and/or
                         address match those of a primary contact for strong link.

View past performances   A past performance is one whose start time is passed, and whose
                         Running Time (defined in Edit Performance in Ticketing
                         Maintenance) has expired. This permission allows the profile to
                         access performance plans for past performances, provided that:
                              those performances have not been Suspended in Ticketing
                                 Maintenance
                              your profile’s Data Access group is still granted access to the
                                 season/performance via On/off sale rules).

                         Unsold seats will all be rendered Unavailable unless…

   Sell past             …This permission is set too; in this case unsold seats can be offered
   performances          and sold (but not reserved).


Callover Theatre >       This adds the Callover as Theatre icon to the Agency group.
Agency




                         This function lets you manage tickets allocated, and subsequently
                         reserved or sold to agents/resellers.

Callover Agency >        This adds the Callover as Agency icon to the Agency group.
Theatre




                         It lets you go through all tickets allocated/sold to you on a selected
                         performance by a venue, to check that all is correct.

   Allow the status of   Cannot detect any difference in outcomes whether permission is set or
   Suspended seats to    not set. Even without the permission a suspended seat can be marked
   be changed            back, or inked in etc.


   Allow seats to be     This lets you “mark back” to the owning venue any seats which you,
   marked back           the agency, have not sold, and so need to take off sale on your own
                         system. Using this option renders the seats Unsellable.


Document1                             Enta module                                            2
                            Without the permission, the Marked Back option is greyed out.

Call Over As Agent – take   This activates a tick box, top right of the Callover as Agent screen,
performance off sale        which, when checked, allows you temporarily to suspend the selected
                            performance. This will prevent any users currently displaying those
                            performances from accessing tickets you’re about to mark back or
                            suspend.




                            Without the permission, the Perf Status part of the screen is blank.

  Suspend Sold Seats        This enables the Suspended option on the right click menu, when sold
                            seats are selected. This is useful to take off-sale quickly seats you still
                            have on allocation with a venue, but are, say, intending to mark back.




View Buried Booking         This adds a right-click option in the Booking Lines pane called Show
Items                       Buried.
                      It when checked, “buried” booking lines any will be displayed. A buried
                      line occurs when an On Request booking has been fulfilled with its
                      seat and row numbers, or when a reservation line is partially claimed,
                      and the remaining tickets kept on reserve in a new, separate lines,




                      There is rarely, if ever, any need to see buried lines.

View On the Line      An “on the line” charge is a per-ticket booking fee, from the type 2
Charges               layers in a price table. This permission makes visible the column in
                      Booking Lines pane called Booking fee. This shows the sum of all
                      such charges per booking line although in v4 this is not having any
                      effect. Redundant in v4 as you now use the Choose Columns right
                      click option.



View Below the Line   A “below the line” charge is the inside commission, calculated from
Charges               within the ticket price, that will be retained by the seller, when the
                      supplier is paid the balance. This permission makes visible the column
                      in the Booking Lines pane called Inside Commission. This shows
                      the sum of all such charges per booking line.




                      It may be inappropriate for sales staff to see this information, so by
                      denying this permission, the column is hidden. Redundant in v4 as you
                      now use the Choose Columns right click option.

Make Offers           This allows the user to pick up Available or valid Set Aside or Allocated
                      seats on offer. Without this permission you get the message when you
                      try to offer seats:
                         NB With this permisson, the seats still show as “offerable” rather than
                         unsellable.

  Reserve bookings       This allows the user generally to reserve tickets (ie hold tickets for a
                         specific customer, pending payment). It enables the Reserve button in
                         Booking Details. Without this permission you will see the message
                         “Obtain permission to make a reservation” in the Booking Pane when
                         you have seats on offer.

                         The ability to reserve specific events is also governed at
                         season/performance level in the On/Off Sale rules.

     Override Expiry     This allows the user to give more or less time before the reservation is
     Date                due to expire (ie the last date that payment can be added to confirm
                         the sale).

                         Without this permission, the reservation is forced to accept the profile’s
                         default expiry date. The default period is set in the Edit Profile screen,
                         or, for chosen seasons, an override to that default can be set in Profile
                         Seasons.

Sale Allowed             This allows the user to confirm and issue offered seats (ie change their
                         status to Booked).

  Sale without payment   This allows the user to confirm and issue tickets that have not yet been
                         paid for (This will leave the booking underpaid). This is done by
                         clicking Cancel in the payment screen and then saying Yes to the
                         following question:




                         Payment may later be added to the booking in the Payment Summary
                         screen.

                         This will work when this permission is set, even if the “Under Payment”
                         permission is not also granted.
                            Without the permission, clicking Cancel in the Add Payment screen
                            takes you straight back to the Home page, with your items still on offer;
                            the above question does not appear.

                            With only this permission and not the following one (Sale with part-
                            payment), having OK’ed a first Add Payment screen for a part-
                            payment, you cannot click Cancel in the subsequent Add Payment
                            screens, You have to add more payments until the booking is fully
                            paid.

  Sale with part-           This allows the user to confirm and issue tickets which have not been
  payment                   fully paid. With this permission you can Cancel out of Add Payment
                            having only paid of part of the booking’s value, This will leave the
                            booking underpaid, though the tickets’ status is Booked. This is done
                            by reducing the value in the Amount to Pay field in Add Payment,
                            clicking OK and then cancelling the subsequent Add Payment screen.

                            For this to work, you also have to have the permission “Underpayment”
                            granted. (NB if you have “Underpayment” but not this “Sale with part-
                            payment”, cancelling out of Add Payment put the tickets into Reserved
                            status, rather than Booked. This is the same effect has having the
                            following permission set, “Reservation on part-payment” rather than
                            this one.

Reservation on part-        Setting this means that cancelling out of a partly-paid sale puts the
payment                     booking lines into Reserved state, rather than Booked. For this to work
                            you must also have the permission set, “Underpayment”.

                            The ability to reserve here will work even if you don’t have permission
                            to reserve seats otherwise (“Reserve Bookings”).

                            If you have this permission set and the one above, Sale with Part
                            Payment, it is that one which wins in the event of part-payment: the
                            booking lines become Booked, and not Reserved.

  Patron Details            With this permission set, when you click Book from Seating Plan, the
  required before sale      Bookng Details screen appears. Without this permission, clicking
                            Book goes straight to Add Payment, so that the sale can go through
                            anonymously. This is useful for door sales sold from a seated plan, to
                            speed up transactions.

  Customer details          With this permission, when you click Sell in Fast Sales, you move to
  required for fast sales   the Home page, so that a customer name and address record can be
                            associated with the transaction. Without this permission, when you
                            click Sell in Fast Sales, you move to Add Payment, and the sale
                            completes anonoymously.



  Force Comment on          Where a discount type has been set up to require a comment when
  Discounts                 used, it’s this permission which causes the box to pop up for the
                            comment to be entered, (when trying to set seats to a discount of that
                            type in MAB).
                        The Cancel button takes you back to the Discount screen with the
                        tickets back the default rate: you can only use the commented discount
                        by entering some text and clicking OK.

                        Without the permission set, no comment box pops up for any discount.

                        This permission is also used to put a password onto those discounts
                        which can only be used, say, with supervisory consent. The option to
                        enter a password appears as soon as you tick the box to set the
                        permission.




                        Enter the password and click OK. If no password is required, click OK
                        on the box with no password entered.

                        Note – you can force a comment with no password, You cannot force a
                        password without also forcing a comment. These features will only be
                        in play when the discount selected is of a type that has been flagged
                        “Force Comment” in Pricing (Ticketing Maintenance).

  Discount with Offer   This permission doesn’t do anything, so it makes no difference whether
                        or not it is set.

View Mandate            On its own this permission doesn’t do anything (the Allowed Access to
information             Mandates permission lets you see the Mandates tab in the Home
                        page). If you have that one, you’ll need to set one or more of the
                        following permissions to be able to use the tab.




  Create new mandates   This enables the New Mandate option in the Mandates screen,
                        allowing the user to create a new Direct Debit mandate for the
                        currently-displayed patron.
  Edit mandates          This allows you to select an existing mandate and to change its
                         properties:




  Allow blank name and
  address

View Gift Aid            On its own, this doesn’t do anything. To see the Gift Aid tab in the
Declarations             Home page, you need to set the permission “Allowed Access to Gift
                         Aid”. But if you’ve got that, you need the following permissions to do
                         the various gift aid management tasks.

  Create Gift Aid        This enables the right-click New Declaration menu option in the Gift
  Declarations           Aid Declarations screen.




                         It lets you add a new declaration to the currently-selected patron (ie to
                         note that the patron is happy for us to collect back the relevant tax from
                         the Treasury).

  Edit Gift Aid          This enables the Edit right-click option in the Gift Aid Declarations
  Declarations           screen (NB you have to tick which declaration you wish to edit before
                         the button becomes active). It lets you change the details of the
                         declaration (name, address, charity etc).
  Delete Gift Aid         This enables the Delete button in the Gift Aid Declarations screen
  Declarations            (NB you have to tick which declaration you wish to delete before the
                          button becomes active).




  Default Patron Search   Without this permission, searching for a patron on a leading match
  to Allow Wildcards      requires the precise start string, For example, if you enter the
                          characters mc in surname field of Search for Customer, you will only
                          find patron’s whose surname actually starts that way eg McBain,
                          McNeill etc.
                          With the permission, a soundex search is done on the characters you
                          enter, ie ENTA looks for names which start with similar characters but
                          may have others (especially vowels) as well. For example, if you enter
                          mc again, you get not only McBain and McNeill, but also Macdonald,
                          and even Magson.

                          Note – in version 4 there is no facility when searching to use wildcard
                          characters such as * or % to stand for any single or multiple
                          characters. Eg M%c

Claim Reservations        This enables the Claim link in the Quick Links pane of the Home
                          screen, allowing the user to confirm all reservation lines in the currently
                          displayed booking, by adding payment.

  Claim without           This allows the user to confirm/issue reserved lines without payment,
  payment                 when claiming. Having clicked the Claim link in the Quick Links pane
                          of the Home screen, an extra message appears, asking “Do you wish
                          to add a payment now?”
                     Answering “No” turns all Reserved lines to be Sold. “Yes” invokes the
                     payment screen. This can still be cancelled which leaves all Reserved
                     lines in that state.

                     Without this permission, cancelling the Add Payment screen leaves
                     the tickets on reserve with NO payment added.

                     If you have permission to do a sale without payment, cancelling the
                     payment screen provokes the message “Do you wish to add a payment
                     now?”. Again, without the permission Claim without payment, even if
                     you answer “Yes” the item are left on reserve with NO payment added.

  Claim with part-   This allows the user to confirm/issue items with only part-payment
  payment            when claiming a reservation.

                     With this permission, you can change the “Amount to Pay” value to a
                     lesser amount in the Add Payment screen and click OK. The Add
                     Payment screen returns for the outstanding balance. You can click
                     Cancel, and it closes, and the items then change to Sold status. The
                     booking is left underpaid.

                     Without this permission, you cannot part-pay a claimed reservation to
                     thereby confirm its items, even if you do have the “Sale on part
                     payment” permission. This leaves the tickets on reserve, but does
                     register the part payment in Payment Summary. It leaves the booking
                     overpaid. This reduces the amount to pay when tickets are next
                     claimed. It’s a way of accepting deposits for group reservations.

Cancel               This doesn’t do anything by itself; you need it set however, to be able
                     to select any permissions directly below.

                     With none of these options selected, the Cancel option seen when right
                     clicking on a booking line is greyed out and cannot be used.




  Cancel Sale        This enables the Cancel option on the right-click menu in Booking
                     Details when a booking with sold lines is selected.
                    With just this permission set (ie with none of the subpermission below),
                    the options about what to cancel are all deselected. You can still
                    cancel (if you’re allowed to refund – see next paragraph) and in this
                    case it would refund just the base price of the items concerned, and
                    retain any per-ticket fees involved.

                    Note: normally you’d also need to refund payment on the booking
                    being cancelled, so you also need permission for refunding too (see
                    below, Refunds). Without permission to refund, you cannot cancel any
                    items: having taken the Cancel option and okayed the Cancel Tickets
                    screen, you get:




                    That said, if you wish to be able to cancel without refund, this is
                    poissble: set the permission “Cancel without refund” below.

                    If you wish to refund all fees, you must set “Cancel Completely”.

 Cancel with zero   This permission only has any use if Cancel Completely is also set. It
fee                 brings an option onto the Fee dropdown of <no fee>.
Cancel with      This permission only has any use if Cancel Completely is also set. It
overriden fee    brings an option onto the Fee dropdown of <override fee>.




                 With that option comes the chance to make up a new fee for this
                 cancellation only.

Cancel without   This allows the user to cancel the tickets (ie turn them from Booked
refund           back to Available, Set Aside or Allocated), WITHOUT giving back any
                 money (this will leave the booking in an overpaid state, and so you
                 must also have the Over Payment permission. If you don’t, this
                 Cancel without refund option, vsible below, would remain greyed out.




                 NB If you have this permission, but opt not choose it when cancelling
                    (eg you choose Cancel completely… instead), the next screen you
                    see is




                    So provided you have permission to overpay, you still can cancel
                    without refunding, in this way.

Cancel and place    This enables the option Place tickets on-sale for the client.
on sale




                    It means that the user can put the tickets up for resale, rather than
                    cancelling the booking outright.

Cancel completely   This enables the option Cancel completely refunding booking fee.
including fee       This is chosen as default, if both this and Cancel completely are both
                    chosen.
Cancel completely     This enables the option Cancel completely keeping booking fee.
                      After the cancellation, the booking fee automatically becomes a Sold
                      extra item on its own booking line called “Cancellation Fee”.

Cancel and wait for   This enables the option Wait for tickets to be returned
return of tickets




                      It means that the seats being cancelled turn white in the Seating Plan
                      screen, to show that tickets are being posted back, in anticipation of
                      being either completely cancelled or being put up for resale.

Cancel reservation    This permission refers back to the Callover as Theatre screen, and
in Callover           enables the option Cancel Seats when a reservation is selected.
     Default             This will ensure that the payment type selected when refunding is the
     cancellation to     same type as was used when that sale was made: ie a booking paid by
     purchase payment    cheque will default to cheque, while one made to voucher will deafult to
                         voucher when being refunded. Without the permission, all refunds
                         default to your profile’s default payment type.

                         Where a booking was made with mixed payments, then a message will
                         appear informing you of this, and the profile’s default payment type will
                         be selected.




     Keep Cancel Seats   This enables the option Hold Cancelled Tickets / Extras. When
     on offer            ticked during a cancellation, the cancelled items remain on offer to you
                         at the end of the cancellation. This can be useful if there is a risk
                         another user might immediately grab them, when you still need them
                         yourself, to resell, reserve or set aside etc.

Cancel Reservation       This enables the Cancel option on the right-click menu in with (a)
                         reservation booking line(s) highlighted.

Make Payment             Even without any of these permissions, you can still add payments
                         provided you are allowed to sell.

     Authorisation       An address check has two elements: first the postcode given by the
     address check to    cardholder is checked against the postcode the bank holds for the card
     check postcode      account; second, the numerals from the first line of the address are
     only                checked. This second check can get thwarted, as a valid address may
                         have been given, but not in the format the bank expected. Simple
                         house numbers are not problematic (“17 Gerrard Avenue”) but where
                         flat numbers or block numbers are also involved, a match may not be
                         made (“Flat Four” would not match “Flat 4”). By checking this
                         permission, only the postcode element is checked, which is useful if
                         many of your customers have addresses with multiple numerals, as it
                         eliminates the risk of unnecessary mismatches.

                         All the following permissions affect the way your profile interacts with
                         the authorisation service.
                     The permissions let you decide how enta should react when some or
                     all of the security checks made (CV2 number from the back of the card,
                     and the address checks) have not been passed. Most permissions
                     come in pairs: the “Automatically” permission grants authorisation
                     directly in the situation described, whereas the “may accept” version
                     causes a screen to pop up explaining which test has not been passed,
                     and gives the user the chance to grant or deny authorisation.

                     It is important only to select one or other of a given pair, not both; that
                     would result in the system getting confused and it may make erroneous
                     judgements.

                     It’s also important that no “May” permissions are granted to any web
                     profiles. Technically this would offer online an invitation to the booker
                     to accept or refuse authorisation for his own purchase. In practice, all
                     transactions would be rejected.

                     Apart from that, which permissions are ticked will depend on how
                     stringent a site wishes to be about accepting authorisation in situations
                     where there is a risk that the booking might be fraudulent.

                     “Matched” means the data the customer gave (CV2 number or
                     address info) matches what the bank has on record for that card, and
                     so the card passes the test.
                     “Unmatched” means that the test has failed, as the customer gave the
                     wrong information: what the bank holds is not what the customer told
                     us.

                     “Unchecked” means that the bank doesn’t know what the security data
                     is for the card (usually because it’s a foreign one, or because their
                     checking system is unavailable) and so cannot compare the data we’ve
                     taken against anything.

Automatically        This will directly grant authorisation to a credit card sale where the
accept               details of its CV2 number and customer’s address are not held by your
authorisation with   bank. The auth service therefore cannot check that the data you’ve
Unchecked Card       taken is correct. The most common reason why the bank doesn’t hold
Security Code and    those details is that the card is a foreign one. Most sites choose to tick
Address              this permission, and accept all payments where the details cannot be
                     checked.

May accept           This will cause a screen to pop up, offering you the chance to grant
authorisation with   authorisation to a credit card sale, where the details of its CV2 number
unchecked card       and customer’s address are not held by your bank. The auth service
security code and    therefore cannot check that the data you’ve taken is correct. The most
address              common reason why the bank doesn’t hold those details is that the
                     card is a foreign one. Some sites choose to tick this permission, and
                     accept all payments where the details cannot be checked.

Automatically        This will grant authorisation directly to a credit card sale where the CV2
accept Matched       number taken from the customer matches what the bank says it should
Card Security Code   be, but the address does not. Someone may have moved house and
but Address NOT      given you the new address but not updated the details held against the
matched              card, or have given you a work address against a card registered at the
                     holder’s home. The risk of accepting this type of result is that someone
                     may have found someone else’s card and made up an address, and
                     would fradulently get authorisation for the booking.

May accept           This will cause a screen to pop up, offering the chance to grant
Matched Card         authorisation to a credit card sale, where the CV2 number taken from
Security Code but    the customer matches what the bank says it should be, but the address
Address NOT          does not. Someone may have moved house and given you the new
matched              address but not updated the details held against the card, or have
                     given you a work address against a card registered at the holder’s
                     home. The risk of accepting this type of result is that someone may
                     have found someone else’s card and made up an address, and would
                     fradulently get authorisation for the booking.

Automatically        This will grant authorisation directly to a credit card sale where the
accept Matched       address details taken from the customer match exactly what the bank
Address but          holds, but for some reason the bank doesn’t hold CV2 details for that
Unchecked Card       card. This is quite a rare scenario, and really only would happen if the
Security Code        bank’s own systems temporarily were unable to access files holding
                     CV2 information.

May accept           This will cause a screen to pop up, offering the chance to grant
Matched Address      authorisation to a credit card sale where the address details taken
but Unchecked        from the customer match exactly what the bank holds, but for some
Card Security Code   reason the bank doesn’t hold CV2 details for that card. This is quite a
                     rare scenario, and really only would happen if the bank’s own systems
                     temporarily were unable to access files holding CV2 information.

Automatically        This will grant authorisation directly to a credit card sale where the CV2
accept               details taken from the customer match exactly what the bank holds, but
authorisation with   for some reason the bank doesn’t hold address details for that card.
matched card         This is quite a rare scenario, and really only would happen if the bank’s
security code but    own systems temporarily were unable to access files holding address
unchecked address    information.


May accept           This will cause a screen to pop up, offering the chance to grant
authorisation with   authorisation to a credit card sale where the CV2 details taken from
matched card         the customer match exactly what the bank holds, but for some reason
security code but    the bank doesn’t hold address details for that card. This is quite a rare
unchecked address    scenario, and really only would happen if the bank’s own systems
                     temporarily were unable to access files holding address information.

May accept           This is a rarely-used permission that would cause a pop up box to
authoristaion with   appear every time a card is being authorised to tell you whether the
any outcome for      CV2 and address checks, and offer the chance to grant or deny
Card Security Code   authorisation, based what you think of the results of the checks.
and Address
Checks
Under Payment        This permission allows you to click Cancel in the subsequent Add
                     Payment screens, having immediately beforehand reduced the value
                     of the Amount to Pay, and thereby leave the booking in an Underpaid
                     state.

                     Without this permission, the Cancel button is greyed out in the
                     subsequent Add Payment screens having added the first part-
                     payment. A banner shows at the top of the Add Payment screen
                     reading YOU DO NOT HAVE PERMISSION TO UNDERPAY.

                     It is still possible to Sell items but pay nothing at all, even if you have
                     not got permisson here to underpay your booking, (This leaves the
                     booking in the state “Nothing paid”). For this, you need the permission
                     Sale Allowed – Sale without payment.

Over Payment         This permission allows you to click Cancel in the subsequent Add
                     Payment screens, having immediately beforehand increased the value
                     of the Amount to Pay, and thereby leave the booking in an Overpaid
                     state.

                     Without this permission, the Cancel button is greyed out in the
                     subsequent Add Payment screen, having added first the
                     overpayment. A banner shows at the top of the Add Payment screen,
                     reading YOU DO NOT HAVE PERMISSION TO OVERPAY.

Accept Expired       This will allow you to complete a sale with a Gift Voucher which has an
Vouchers             expiry date earlier than today.


Ask for              Where an agent’s record has been flagged to “Always charge to
confirmation         account” (in Home - Edit Customer – Credit), this will cause the
before               following prompt to appear when selling to that agent, as a reminder:
automatically
selling to account




Allow saving card    Where a customer pays by credit card, you may wish to store its details
details for later    for future tranactions. You can thereafter recall its details when taking
                     payment, without having to inconvenience the patron by asking for
                     them to be quoted again. When this permission is set, the following
                     fields are visible in the Add Payment screen, where payment is taken
                     against the Credit Card type. If Save Card is ticked, the currentl-
                     displayed card number will be stored for future sales. For the number
                     to appear automatically in the Add Payment Screen, it must also be
                     flagged as Default Card.
     Cheque number         Ticking this permission forces the user to enter a cheque number in the
     mandatory             given field in Add Payment. The OK button is greyed out until data ha
                           been added there.




                           Without the permission, this Cheque No field does not shows.

        Bank Details        This permission adds two further mandatory fields when paying by
        mandatory          cheque, one for the branch sort code and another for the branch name:




                           Without these permissions, the fields do not show.

     Recall card details   When more seats are being added to an existing credit card booking,
     when adding items     this allows the previously-used card number to be automatically filled
     to an existing        into the Add Payment screen. This works evens where the customer’s
     booking               card number has not been saved for future use (see above, Allow
                           saving card details for later).

        Refund specific    This has been superseded by a flag against each specific payment
        payments           type. This permission has no effect any more.


     Authorisation
     address check to
     check postal code
     only

     Under pay booking     Redundant. Do not use. Use “Underpayment” above.



Enable Resales             This will allow you to use the Enable Resales command (either from
                           the Tools menu, or by right-clicking on a Seating Plan). The
                           command changes tickets that currently have the status Resale (on
                           the plan on display), to make them Resellable.
  Account for Resales     This will allow you to use the Account for Resales command (either
                          from the Tools menu, or by right-clicking on a Seating Plan). The
                          command changes the status of tickets successfully resold to
                          “Resold”.




Batch Printing            This will add the following icon to the Printing group:




  COBO                    Redundant. Permission to batch print specific despatch methods is
                          controlled now in the Despatch Methods folder in Edit Profile.

  Mail                    Redundant. Permission to batch print specific despatch methods is
                          controlled now in the Despatch Methods folder in Edit Profile.

  Recorded Delivery       Redundant. Permission to batch print specific despatch methods is
                          controlled now in the Despatch Methods folder in Edit Profile.

  Registered Post         Redundant. Permission to batch print specific despatch methods is
                          controlled now in the Despatch Methods folder in Edit Profile.

  Courier                 Redundant. Permission to batch print specific despatch methods is
                          controlled now in the Despatch Methods folder in Edit Profile.

  Sales for All Offices   This allows you to batch print tickets sold by other offices than your
                          profile’s.

                          WITHOUT the permission, only your current profile’s office can be
                          selected.
                            However, WITH it granted, you can choose the option <ALL>.




Show Function Key           This does nothing. Whether ticked or not ticked, the following menu is
shortcuts                   always visible:




Allow to omit booking fee   If a user is profiled to charge per-ticket booking fees (picked up from
                            the type-2 layers in the price table) on items offered, this permission
                            will give the option to waive those fees when confirming payment,
                            booking-by-booking.

                            With the permission, you see this message when you click Sell in the
                            Home Page:




Till Reconciliation         Without this permission, the user has no opportunity to see a Till
                            Reconciliation screen in the course of a session. Granting this
                            permission alone will add the Cash Up… option to the Session menu.
                            This means that the user can view or close his own till at any point in
                            a session.

   View all users and       With this set, you can see figures for all users, profiles and profile
                            groups.
profiles

Ask for Till Value         This will cause the following screen to appear when you Cash up or
before showing             exit Make A Booking:




                           It lets you enter how much money you’ve got so that in the next
                           screen,Till Reconciliaton, Enta can tell you whether or not your cash
                           balances. If exiting, the Cancel button allows you to exit straightaway,
                           bypassing the Till Reconciliaton screen. If Cashing Up, it takes you
                           back into your Make A Booking session,

Disable cancel button      This permission should only be set if you already have the previous
on float screen            one. It means that the user MUST enter the value of their cash and
                           click OK to proceed to Till Reconciliation for closing till or logging
                           out.

Disable till information   If this permission is set, you bypass the Till Reconciliation screen.
display
                           If permission is also set to “Ask for Till Value before showing”, the
                           Till Reconciliation Values (above) screen will still appear, but
                           clicking OK will exit you directly, or close your till, without seeing the
                           Till Reconciliation.

                           Without the Ask for Till Value… permission, you just exit directly. NB
                           in this case, the Cash Up… option remains on the Session menu, but
                           doesn’t do anything.

Automatic print of till    With this set, each time you cash up or exit, enta will print your takings
information                onto A4 from the report printer specified in your workstation record.
                           For this to work you also need set “Ask for Till Value…”.

View all users by          In the Users tab, you can see the figures for all users who also can
profile                    use your current profile.

                           In the Profile tab, you can see figures all the profiles your own user
                           can also use.

                           In the Profile Group tab, you can see figures for each of the groups
                           that your current profile belongs to.

                           If you set both this permission and View all users and profiles, the
                           latter one takes precedence.

View all Venue Groups      By default, all one’s own sales figures are shown in the Till
data in Till Rec           Reconciliation screen. For other users, you only see transactions
                          made on workstations belonging to the same venue group as your
                          current workstation, This permission lets you figures for other users
                          who have made transactions on workstations in venue groups other
                          than the one to which your current workstation (via its workstation
                          group) belongs.

View all venue groups     This means that when looking at theTill Reconcilation screen, to the
data in Till Rec          sales totals of someone selling on a workstation in a venue group
                          different from your own, you see all sales that person has made.
                          Without the permission, you can only see sales made for your own
                          workstation’s venue group.

Booking                   Doesn’t do anything.
Documentation

   Documentation for      Doesn’t do anything.
   current booking

   Batch Print            Doesn’t do anything.
   Documentation for
   profile

Show Advanced             Without this permission these options are greyed out in the screen
Options Popup Menu        Find Booking Results.
in FAB Booking Lists




Enable Print to Printer   This allows you to print the details of selected bookings in the Search
option                    Results screen to a laser printer.
Enable Release all        This allows you to cancel all selected reservations in the Search
Bookings                  Results screen.
Enable Release            This allows you to cancel all selected reservations in the Search
Booking without Diary     Results screen which do not have any diary note attached to them.
Entry
Enable Print to File      This allows you to save the details of selected bookings in the Search
option                    Results screen into a file such as .csv or .txt format.
Enable Print Tickets      This allows you to print to your current boca printer any unprinted
option                    tickets from the highlighted bookings in the Search Results screen.
Enable Batch Printing     Doesn’t do anything.
including Reprints

Package sales             This adds the following option to the Navigation pane, which allows you
  allowed                to sell pre-combined accumulations of inventory.:




Ask Demographics         Alone, this permission has no effect – you need to select the one of the
                         following …


  in Fast Sales          This causes any demographics questionnaires (profiled to you) to pop
                         up when selling from the Fast Sales screen.

  At point of sale       This causes any demographics questionnaires (profiled to you) to pop
                         up when selling from the Home screen.

  When reserving seats   This causes any demographics questionnaires (profiled to you) to pop
                         up when reserving from the Home screen.

  Skip optional          This will prevent questionnaires defined in their setup as “Optional”
  questionnaires         from popping up in the scenarios permissioned above. Non-optional
                         questionnaires will still appear in the permissioned places. Optional
                         ones can still be invoked manually, using the buttons in the Home
                         screen.

Label Field Format       The top level permission alone doesn’t do anything…
  Australian Format      … but setting this permission changes the layout of any name and
                         address dockets printed from this profile to the Australian format as
                         follows:

                         Cannot see any difference : check and retest

Remote inventory         Alone this permission does nothing. You need to set the one below
                         also.

  Offer Remote           This relates to a special application called enta Requestor, which
  Inventory              dynamically creates and offers inventory in an enta database, via a link
                         to realtime inventory in a non-enta database. This facility is not part of
                         the standard enta installation.

Show Purchase            Set alone, this permission has no effect. It needs to be set in
Reference screen         association with one or more of the following ones. It causes the
                         following screen to pop up when making a sale, so that further
                         information about the end-user of the ticket and and third-party vendor
                         might be recorded:
  Force purchase         Select which type of customer record selected should provoke the
  reference screen for   Purchase Reference screen to pop up when you click Sell Items. (The
  Cash Agent… for        customer type is defined in Edit Customer).
  Credit agent etc.




Performance Tree         Set alone, this permission has no effect. You need to set the following
                         one also.

  Allowed to see         This displays the number of performances on sale (to your current
  performance counts     profile) in square brackets after each season on the performance tree.




Promotion Codes          On its own, this permission doesn’t do anything. Set one or both of the
                         sub-permissions as well.

  Allow sale without     A discount can be assigned a promotion code for the customer to
  promotion code         quote before the discount can be selected. This is usually on the
                         internet, but can be flagged for use in MAB too. This permission lets
                         you still select such a discount, even if you haven’t entered that
                         promotion code.

  View promotions in     This adds an extra dropdown to the Ticket Search screen. This allows
  Ticket Search          you to select a specific promotion. You then search for performances
                         to whose price table that code has been applied.




Patron ownership         This set of permissions was added in anticipation of development that
                         has not yet taken place.

Allowed to manage        See above.
patron ownership

Allowed to take          See above.
ownership of a patron

Allowed to release       See above.
ownership of a patron

Allowed to apply field   See above.
level ownership to a
patron

Force pop-up messaging   This ensures that a tick is automatically in place against the Pop-up
on by default            messaging option in the View menu when you log into MAB.




                         NB if you do not set the permission “Allow toggle on/off of pop-up
                         messaging”, the user will not be able to turn off pop-up messaging.

Allow Recipient Patron   This enables the following link in the Booking Pane of the Home page.
Linking
                         This allows you to add another patron record to the booking, showing
                         to whom the tickets should be posted. The recpient patron’s name and
                         address prints out on the Name and Address docket instead of the
                         main booker’s details.



Change MAB Panel         This adds the Screen Layout > Save Layout option on the Tools
Layout                   menu. It allows you to save any changes you made during the current
                         MAB session to your screen interface (eg pinned or unpinned panels,
                         changed column order of booking lines, widened Performance Tree
                         etc). The changes are saved against your enta user, and are used
                         henceforth for all sessions, regardless of which workstation or profile
                         you use.




  Change Profile Panel   This adds the Screen Layout > Save Profile Layout option on the
  Layout                 Tools menu. It allows you to save any changes you made during the
                         current MAB session to any of the profiles your user can access (eg
                         pinned or unpinned panels, changed column order of booking lines,
                         widened Performance Tree etc). The changes are saved against the
                         profiles you select, and are used henceforth for all sessions, regardless
                         user logs on (unless he has saved his own individual settings, as
                         above).



Patron Home Page         Without this top permission (and therefore without any of the one below
                         it), the Home screen has only the Customer Search panel, which
                         means that you cannot make any transactions. Adding any one of the
                         permissions below will reinstate the Booking and Quick Links Panel

  Allowed access to      This adds the CRM tab which displays (masked) details of any credit
  Credit Cards           card numbers stored against the selected customer record.
  Allowed access to      This adds the CRM tab which displays the current data protection
  Data Protection        questions active on your system, and the current answers set for the
                         selected customer.
  Allowed access to      This adds the CRM tab which lets you open and/or manage any
  Patron Account         available “money behind the bar” accounts for the currently selected
                         customer. This kind of credit account lets you add money in
                         anticipation of the customer spending it on future purchases, either
                         through a cancelled booking, or by the customer depositing money
                         specifically.
Allowed access to       This adds the CRM tab which lets you see the current and any
Address History         archived addresses stored against the selected customer.
Allowed access to       This adds the CRM tab which lets you create commission rates for a
Agent Commissions       selected ticket agent record (typically when a venue sells tickets to a
                        reseller, that reseller keeps a certain amount of the booking’s value, as
                        a commission for selling on those tickets. The agent only pays the
                        difference back to the venue).
Allowed access to       This adds the CRM tab which lets you create seat allocation codes for
Agency Allocations      a selected ticket agent record. Such a code is then placed over tickets
                        in the Seating Plan to designate to which agent they have been
                        allocated, and thereby prevent other customers from booking them too.
Allowed access to       This adds the CRM tab which displays all previous transactions and
Sales History           payments made by the selected customer. (This might be data
                        segregated if venue groups are used, and your MAB profile doesn’t
                        have permission to view all bookings).
Allowed access to       This has no effect.
Patron Linking
Allowed access to       This adds the CRM tab which displays all the Event Interest Codes
Patron Interests        (genre codes eg Musical, Flat Racing) attached to the selected
                        customer, whether through previous purchases or manual intervention.
Allowed access to       This adds the CRM tab which displays the titles of events not yet
Recommendations         booked by the selected customer, which share Event Interest Codes of
                        items in his Sales History.
Allowed access to       This adds the CRM tab which displays all Customer Demographics (ie
Demographics            any CRM questionnaires and answers the site has devised) currently
                        attached to the selected customer.
Allowed access to       This adds the CRM tab which lists all documentation generated for the
Correspondence          selected customer (eg Proforma invoices, confirmation emails etc) and
History                 also any marketing mailshots the customer has been sent.
Allowed access to       This adds the CRM tab where free-text notes can be added for
Diary                   Information or Action purposes about the selected customer, any of his
                        bookings, or alert messages.
Allowed access to       This adds the CRM where existing Gift Aid declarations can be edited
Gift Aid                or printed, or new declarations made. (Gift Aid is a UK scheme. It
                        allows a site with charitable status to increase its revenue by
                        reclaiming from the government any income tax paid by customers on
                        the value of purchases)
Allowed access to       This adds the CRM tab where existing direct debit mandates can be
Mandates                edited, or new ones added, and any payment schedules managed for
                        the selected customer.
Allowed access to       This adds the CRM tab where any existing categories (eg Group
Patron Categories       Booker, VIP etc) attached to the selected customer can be viewed, or
                        removed, or new categories added to his record.
Allowed access to       This CRM tab should only be added if your site has integrated with the
Access Control          Fortress Handshake system, whereby tickets are directly transferred
                        from enta onto a smart card for turnstile entry.
Allowed access to       This permission must be granted to any profile making or reviewing
Booking Panel           bookings. It adds the following panel to the Home page:




Allowed access to the   Doesn’t do anything?
Patron Links panel
Allowed Access to       This gives access to graphs showing the selected customer’s
Sales Graph Panel       expenditure over the last few year and months.
  Allowed access to the    This permission must be granted to anyone wanting to make bookings,
  Quick Links panel        as it grants access to the panel where the Sell Items, Reserve Items,
                           Claim Items and New Sale controls are found.




Patron Quick Links         This group of permissions controls which shortcuts are available in the
                           Quick Links panel of the Home page. NB for the Quick Links panel
                           itself to be visible you must have the permission set for “Allowed
                           access to Quick Links Panel”. This is essential if you wish to do
                           bookings as it is here that the options to sell, reserve, claim and start a
                           new sale all show.

                           Even when links are permissioned, they only appear when you’ve got
                           the right thing in context: eg the Booking Demographics option only
                           shows if you’ve made or displayed a booking,




Allowed access to Make     Clicking here takes you straight through to the Extras screen.
A Donation
Allowed access to View     This populates the Home page with the last booking you did,
Last Booking
Allowed access to Send     This only appears when you have a got a sale on view in the Home
a Email                    Page. It triggers the sending of an email confirmation for that booking
                           (providing that the usual template and rule setup for emails has been
                           applied to your profile or event).
Allowed access to View     Clicking here takes you to the Recommendations tab for the
Recommendation             currently-displayed customer.
Allowed transfer to Seat   Clicking here takes you to the Seating Plan screen,
Plan
Allowed transfer to Fast   Clicking here takes you to the Fast Sales screen.
Sales
Allowed transfer to        Clicking here takes you to the Memberships screen.
Memberships
Allowed transfer to        Clicking here takes you to the Subscriptions screen.
Subscriptions
Allowed access to Sell     Clicking here starts the sales process of any items currently on offer.
Items
Allowed access to          Clicking here starts the reservation process of any items currently on
Reserve Items              offer.
Allowed access to New      Clicking here closes the currently-displayed booking, or clears the
Items                      currently-selected patron and offered items, and returns you to
                           whichever screen is set as your profiles’s startup screen (eg Seating
                           Plan).
Allowed access to Claim    Clicking here starts the process for confirming reserved seats with
Items                      payment.
Allowed transfer to        Clicking here brings up the Booking Resources screen.
Booking Resources
Allowed access to          Clicking here brings up the Select Questionnaires to Ask Customer
Customer Demographics      screen, so that you can report on, or ask a new questionnaire for the
                           currently-displayed customer.
Allowed access to          Clicking here brings up the Select Questionnaires to Ask Customer
Booking Demographics       screen, so that you can report on, or ask a new questionnaire for the
                           currently-displayed booking.

Batch Sales                Granting this permission adds the following option to the Other group
                           of the Navigation pane;



                           This is used to sell events only available to subscribers or members,
                           who have asked to be booked in, if and when the events come on sale
                           (such as when a football team wins through to later rounds of a
                           tournament). A batch process is run to confirm the required number of
                           tickets to each person, to save you having to do it, one customer at a
                           time. A batch authorisation process is then run, to charge each
                           person’s stored credit card number.

                           With only this permission, you can’t do anything other than see a list of
                           previous batch sales that have been made.
  Batch Sales Wizard       This enables the Start Wizard button, which allows you to select
                           customers and events to be confirmed.




  View Batch Sales         This enables the View Details option, to let you see which customers
  details                  were included in a selected batch.




Delete Batch Sales Audit   This enables the Delete Batch option, to let you delete an entry from
                      the list of previous batches run.




Set Seat Properties   Without this permission you have no option to set seats aside as keeps
                      or to unset them, allocate or unallocate seats to agents, or change the
                      Seat Source code (this is a flag you can put on seats to be able to
                      include or exclude them at choice from financial reports). The toolbar
                      buttons and their equivalent right-click options are greyed out.

  Set Aside Seats     This permission allows you to offer seat and set them aside to any
                      code to which your profile has access in Offer Priority (Found in
                      Profile Editor – Profile – Edit Profile). It enables the Set Aside
                      toolbar button, the right-click option from the plan, and from the
                      Booking Lines pane.




                             The “sunrays” around the permission’s radio button mean you
                      can opt to set a password against it, This means that if your profile has
                      permission to set aside seats you can only do so if you enter the
                      correct password first. This ties in with the permission below, which
                      governs the ability to offer set aside seats; this can also be password-
                      protected.

     Set Aside Seat   Whether or not you have permission to set seats aside, you
     Offer            automatically have permission to offer any set aside seats whose code
                      is set in your profile’s Offer Priority. There may be a need to restrict
                      access to set aside seats: you can only offer them if the correct
                      password is entered. This permission allows you to set such a
                      password, to be entered before the chosen seats go on offer.
                       Note that in setting a password here, you automatically grant
                       permission to set seats, which may not previously have been given.
                       You would normally need to password-protect that access too, with a
                       different password.
  Allocate seats       This permission enables the Allocate button in Seating Plan:




                       This allows the user to offer available tickets and allocate to a special
                       code allied to one specific agent. It also allows one to change the code
                       of tickets already set, or to make them available again. This
                       permission can be given a password, so that the user can only allocate
                       tickets if a supervisor who knows the password comes to enter it.
Set Seat Source Code   This permission enables the Source button in Seating Plan, and the
                       right-click option from the plan.




                       Source codes are set up in Venue Design and applied to seats either
                       on the layout in Venue Design, or direct onto a performance’s seats in
                       Performance Maintenance. They are used to filter in or out special
                       seats (eg Private Property) from financial reports (eg Advance Sales
                       Detailed).

Agent Purchase Order   When selling tickets to agents on Account, there is an option to add a
No                     reference number from the agent’s own system to the booking. This is
                       done in the Add A Payment screen, You can use this reference to
                             locate the booking later in Find A Booking. Without this permission,
                             the Purchase Order field is greyed out.




                             Adding this permission activates the field, but its completion remains
                             optional. The OK button is enabled,even if you haven’t entered a
                             purchase order number.

  Force Agent Purchase       With this permission, the OK button is greyed out in the Add A
  Order Number               Payment screen until you have entered some text in the Purchase
                             Order No field.

Seat Ownership               This enables the Attach Customers to Seats option in the Booking
                             pane of the Home page. It allows you to record a customer name and
                             address record to each item in a booking.




  Seat ownership             This permission doesn’t do anything.
  defaults to booking
  customer
  Seat ownership must        This will cause the Seat Ownership form to appear automatically
  be applied to all offers   when you click Sell Items in the Home Page, (if you haven’t already
                             added customers’ details using Attach Customers to Seats).Its OK
                             button won’t be lit up until each item has had a customer attached to it.




  Can edit seat              Without this permission, once a booking is made, you won’t be able to
  ownership of booked        change which customers are attached to which items. (A message
  lines                      shows in the Seat Ownership screen to remind you of this when adding
                             customers. The Attach Customers to Seats option greys out when
                             the booking is completed). Granting this permission does let you
                             change customers after a booking is made. – the Attach Customers
                             to Seats option remains active after the seats are booked.
  Display seat               Like Seat ownership must be applied to all offers, this permission
  ownership dialog if        causes the Seat Ownership form to appear automatically when you
  seat ownership not         click Sell Items in the Home Page. The difference is that this one lets
  yet set                    you click OK to bypass the screen, without having selected any
                             patrons. (If both those permissions are set, Seat ownership must be
                             applied… takes precedence.)
  Allow ownership to be   This adds an Assign Ownership button bottom right of the
  allocated in            Subscription Discounts screen. This gives you the chance to assign
  subscription discount   customers to each seat in the subscription there and then, rather than
  screen                  waiting for the screen to pop up during payment or afterwards in the
                          Home page.




Fortress Access Control   You only need to consider these permissions if your enta system is
                          integrated with the Fortress,whereby details of the tickets a customer
                          has bought are fed onto a chip in a “smart” season ticket. To gain entry
                          to each event bought, the customer holds the card against an
                          electronic reader. This validates the card, and opens a turnstile or
                          door.
  Prompt whether to       By default when you sell a ticket on an enta-Fortress integrated
  process Fortress        system, its details will be sent automatically to Fortress. To make it
  requests later          quicker to process sales at certain times, you may want the option to
                          defer the sending of data to Fortress. This data can be sent later using
                          the Access Control tab of the Home page. This permission causes a
                          prompt to appear when you process a Fortress transaction.
  Always process          Rather than a prompt appearing (see previous permission), this
  Fortress requests       permission means all bookings are deferred at point of sale from being
  later                   sent over to Fortress.
  Can cancel cards from   This lets you use the Cancel Card option in the Access Control tab of
  Access Control sreen    the Home page.
  Enable Fortress bulk    Where Fortress data has been deferred, you need this permission to
  printing/update         be able to send all the info to Fortress en masse. This is done


Visual Basic for          ??
Applications
   Access VBA             ??
   integrated
   development
   environment

Media partners            A media partner is an external website which contains a link through a
                          site’s own website, to promote ticket sale. If the partner is entitled to
                          commission for generating these sales, this enta function is used to
                          determine the commission amounts due. This permission alone has no
                          effect. You also need to set the following one to be able to change
                          media partner.

  Can override profile    This lets you click the Media Partner option in the Session menu. You
  based media partner     can then select a Media Partner (set up in System Maintenance) from
                          the dropdown list.
                         This associates all subsequent bookings with the selected media
                         partner, until you change partner or end your MAB session.

Seat sponsorship         This is used where a performance or fixture has status “Restricted
                         Sale”. This means you can only complete a booking to customers who
                         have been given a customer category specified in the performance’s
                         setup, and then only within the quantity of tickets specified. Even
                         without this permission, these restrictions apply, and if the quantity of
                         tickets offered exceeds the specified limit, spare “allocation” from
                         another valid customer’s limit must be assigned, before the booking
                         can be completed.

  Override seat
  sponsorship
  Allowed to reassign
  seat sponsorship

Product Linking          This group of permissions determines whether or not the window will
                         pop up offering the user the chance to offer additional specific stock
                         (eg CD, or car park), items which have been linked together in
                         Ticketing Maintenance.

  Display Linked         This causes the Linked Product selection screen to appear when
  Product Screen         moving from Seating Plan to Home, having offered tickets linked to
                         other inventory. NB If your profile does not require a customer record,
                         and you so move from Seating Plan to Add Payment directly, without
                         going via the Home page, then the Linked Product screen does not
                         appear.

  Display Linked         This causes the Linked Product selection screen to appear when
  Product Screen in      moving from Fast Sales to Home or Add Payment, having offered
  Fast Sales             tickets linked to other inventory. NB This will work whether or not your
                         profile requires a customer record.



Batch authorisation      This option will appear in the Other group on the Navigation Pane.




                         This allows you to resubmit credit card sales previously completed on
                         enta but not yet authorised (eg bookings made when enta was
                         temporarily offline from the authorisation centre), This permission can
                         be set separately from the two following ones.
  Automatically accept   Setting this permission will cause enta to accept authorisation for all
  with unchecked         bookings whose customer address has not been checked with the
  address                bank during re-authorisation. (This could be, for example, for
                         cardholders who live overseas, whose address data is not available for
                          validation. Without this permission, you have to manually decline or
                          accept authorisation on such bookings, which can prove time-
                          consuming, as you have to sit and watch the batch as it runs, ready to
                          invervene.
  Automatically accept    Setting this permission will cause enta to accept authorisation for all
  with unmatched          bookings whose customer address has not been matched with those
  address                 held by the bank during re-authorisation. (This could happen, for
                          example, with cardholders who gave a work address for a card
                          registered at thoe holder’s home. Without this permission, you have to
                          manually decline or accept authorisation on such bookings, which can
                          prove time-consuming.

Hard Ticket Control       This adds the following option to the Other group of the Navigation
                          Pane. It allows you to associate tickets printed separately from enta
                          with their own serial numbers (eg specially-printed souvenir tickets with
                          a hologram for a rock concert).
  Place Order             This adds the Place Order button to the Hard Ticket Control screen, so
                          that you can specify how many external tickets and for which price
                          bands/discounts you require from the external supplier, to match the
                          enta stock specified.
  Insert Ticket Numbers
  Print Purchase Order
  Edit Ticket Number
  Change Status
  Change Office
  Change Performance
  Un-allocate Ticket
  Number
  Delete Ticket Number
  Cancel Order
  Print Hard Ticket
  Control Tickets




Booking Line – Add        This is a way of capturing at point of sale the reference number of
Voucher Number            vouchers or transactions made by agents selling your stock. Granting
                          this permission causes a pop-up form to appear when you hit Sell in
                          Booking Details.




                          You can enter a different reference ( up to 20 alphanumeric characters
                          each) for each line. This permission also enables the menu item
                          Voucher Number when you right click on booking line in Booking
                          Details.
                            With just this first permission, you can cancel from the form without
                            entering a number.

  Force Voucher             This will remove the ability use the Exit option on the voucher number
  Number Entry              screen, thereby forcing entry by the user for each sale.




                            In some version, this permission has got separated on the list in Edit
                            Profile from the one above, but it is still dependent upon it. Set alone, it
                            has no effect.

Accumulator – Modify        This adds the Set Aside option to the right click menu in Accumulator
Set Aside Codes             or in Booking Details. It lets you set aside simulatanously seats on
                            one or more plans.




Allow insertion of          This enables the following control in the Home screen:
booking patron after sale
                            It allows you attach a customer record to a booking that had previously
                            gone through anonymously (eg a Fast Sale),

Allow modification of       This lets you change from one customer to another (eg when tickets
booking patron after sale   were reserved by one person, but claimed and paid for by another),
                            using the above control.

Undo On Sale                This enables the Undo On Sale option on the right click menu in
                            Booking Details. This option only works on lines that have tickets up
                            for resale, to take them back from their On Sale state: it sets them back
                            to being just Sold.




Booking Diary               This adds the following icon to the Enquiry group.




                            It allows the user to list all bookings made to particular discounts at a
                            given performance (eg Group, Disabled etc).

                            NB: This is not to be confused with just “Diary” (the tab) – which is for
                            text notes about bookings or patrons.



  Sell Profile Set Asides   Adding this permission means you can offer and sell Set Aside tickets
                            in this screen (at least, the Set Asides your profile is allowed to see).

  Sell Available            Adding this permission makes the diary interactive: you can offer and
                            sell Available tickets in this screen.




Agent Commission            This doesn’t do anything by itself; you need it set however, to be able
                            to select any permissions directly below.



  Disregard commission      This causes a sale to an agent with commission to go through with no
  on sale                   option to set commission. It misses out the Commission screen during
                            the sales process. No commission is applied. The agent is treated as if
                            it were a member of the public, except that the sale can go onto
                            account if need be. NB This is one of those backwards permissions,
                            that stops something from happening rather than enables it.

  Create Agent              This enables the New button on the Agent Commission tab.
  Commission
                        NB This permission cascades through to the same screen in the Sales
                        Ledger application.

Edit Agent              This enables the Edit button in Agent Commissions tab. NB This
Commission              permission cascades through to the same screen in the Sales Ledger
                        application.

Delete Agent            This enables the Delete button in Agent Commissions tab NB This
Commission              permission cascades through to the same screen in the Sales Ledger
                        application.

Allow Modification of   This allows you change the agent commission applied to the booking
Agent Commission        line(s) of an Agent Sale (eg where the wrong rate was accidentally
                        applied). It enables the Modify- Revoke Commission option in the
                        Home screen, when you right-click selected line(s).




Force Selection of      This prevents anyone from accidentally completing a sale with no
Agent Commission        commission given to an agent to whom it should be applied. Without
                        the permission, you can make the booking with no commission (as
                        opposed to actively choosing zero commission), by clicking OK before
                        selecting anything from the dropdown option.




                        If the permission is set, and you still want no commission, you select
                        the specific 0 rate for automatically created for any agent with at least
                        one commssion rate.

Display date of         This adds the following field to the Home screen’s Booking pane.
departure




                        This is by default the earliest performance date found in the booking
                        lines below, although it can be changed in the usual way. Travel
                        agents find this useful, as it lets them know from which date the
                        customer will no longer be at home to receive tickets in the post etc.
                        This date can be printed onto letters using Documentation Manager
                      (found under Standard Booking Level Data), and onto tickets (from the
                      Booking fields in Ticket Design).




Courses               This doesn’t do anything by itself; you need it set however, to be able
                      to select any permissions directly below.

  Sell Courses        This will add the following option to the Sales group on the Navigation
                      Pane:




                      This lets you into the screen where courses can be offered. (A course
                      is an auto-accumulation of tickets to an event repeated through a
                      specific period eg a term of evening classes or a five-day festival, with
                      one customer record attached to each place booked).

  View past courses   This lets you see/offer tickets for courses which have already taken
                      place. NB You need the Sell Courses permission too, if you are to see
                      past courses.

  Course Advanced     Tick this to enable the Advanced Offer right click option in the Sell
  Offer               Courses screen.




                      Advanced Offer is a way to offer from a screen that lists the maximum
                      and minimum no of places available or set aside on the selected
                      course.
  Complete course        This is a way of automatically filling up places you offer on a course
  places using patron    with all the people to whom the lead customer is linked. This is useful if
  and strong links       each booking of your course needs to be filled with, say, everyone from
                         the same household. For this to work you must first have created a
                         strong link sub-category in Customer Links, and then added someone
                         into an example of that link as a primary contact. Anyone else added
                         with either the same company name or address??? As the primary
                         contact will be automatically linked to that contact person.

                         To complete the course places you must first select the primary
                         contact’s record in the Home screen, then go to courses. Ask for the
                         correct quantity of places and click Offer. The other places are filled
                         automatically with the records of those to whom the first person is
                         linked.




Permit Batch             This adds the following icon to the Other group on the Navigation
Cancellations            Pane.




                         The Batch Cancellation function allows you to cancel simultaneously
                         all bookings for a given date or dates of a specified course (eg the
                         teacher is absent that night, and cancels the class for everyone). In
                         some versions this has been separated from the other Courses
                         permissions on which it depends.

View Event Interest      This doesn’t do anything by itself; you need it set however, to be able
Codes                    to select any permissions directly below.

  Exclude Searchable     Ticking this prevents the user from being able to view and apply
  Event Interest codes   Searchable event interest codes to a patron’s record in the Customer
                         Interests tab of the Home screen.
                            The “Exclude” tick is in place, then greyed out. (NB They are still
                            visible in Ticket Search, where searchable codes are listed for finding
                            attached events or performances)




  Exclude                   Ticking this prevents the user from being able to view/apply
  Recommendale event        Recommendable event interest codes to a patron’s record in the
  interest codes            Customer Interests tab of the Home screen.

                            The “Exclude” tick is in place, then greyed out. (A recommendable
                            code is one which will flag up other events in the Recommendations
                            screen - as yet not bought by the patron in view - with the same
                            interest code as one the patron has bought, or at least in which he has
                            declared an interest.)




  Exclude Customer          Ticking this prevents the user from being able to view/apply Customer
  Declarable Event          Declarable event Interest codes to a patron’s record in the Customer
  Codes                     Interests tab of the Home screen.

                            The “Exclude” tick is in place, then greyed out. (A declarable code is
                            one which can be added manually to a patron, so that mailings about a
                            certain genre of show will be sent).




Gift Voucher summary        This permission alone doesn’t make any difference whether it’s granted
                            or not. The Voucher Summary icon remains in the Information group
                            regardless.




  Black list Gift voucher   This enables the right-click permission to blacklist the currently
                            selected voucher. (Eg if it has been lost or stolen).
                          Any attempt to use a blacklisted voucher in payment will fail, with the
                          following message:




Write-Off Selected Gift   This enables the permission to render the outstanding amount no
Voucher                   longer valid on the currently-selected voucher (when the voucher has
                          expired).




                          Attempting to redeem such a voucher will also provoke the “Voucher
                          not valid” message at point of sale.



Permission to Print       This enables the Print Voucher button in the Voucher Summary
Voucher                   screen, when an unprinted voucher has been selected. (NB even
                          without this permission you can still print from the Home screen, given
                          the usual printing permissions).

Permission to Reprint     ??
Voucher

Write-Off All Gift        This enables the button for doing a bulk write off off all gift vouchers of
Vouchers                  the type(s) you select, that expired on or before the date you specify.




                          Without the following permission you cannot click on a date later than
                          today’s date.



Write-Off Unexpired       This lets you select a future date (ie further ahead than today) to write
Gift Vouchers             off vouchers which have not yet reached the end of their validity.
Agent Commission

   Agency commission        With or without this permission set, when you create an agent with no
   always show dialogue     commission rates, each time you sell you see this message:
   box.




                            When you add a first commission rate to the agent, enta will create a
                            zero-value commission rate automatically as well.




                            If you set this permission, enta will assume you want to charge the
                            booking at the one proper rate it finds, rather than with zero
                            commission. If more than one commission exists for the agent, the
                            commission screen will appear anyway, even if the permission is set.

   Agent Commission on      With this permission set, you have the opportunity to add agent
   Extras                   commission to normal Extra sales, rather than just Ticket events. The
                            same rules will apply about whether or not the commission screen will
                            appear during the sales, according to the other permissions set.

   Agent Commission on      With this permission set, you have the opportunity to add agent
   Ad Hoc Extras            commission to Ad Hoc Extra sales, rather than just Ticket events. The
                            same rules will apply about whether or not the commission screen will
                            appear during the sales, according to the other permissions set.




Process Gift Aid at point   This causes an extra screens to pop up in the course of a booking, for
of sale                     the user to capture Gift Aid details from the patron. The first shows
                            whether or not the patron has already made a declaration for the
                            charity involved.
                      The second is the New Gift Aid Declaration form:




                      Without the permission, the user would have to go after the booking to
                      the Gift Aid icon to access these screen…

Booking Comments      This enables the following button in Booking Details:




                      This gives access to the following form, where one can write comments
                      attached to the booking. These can be printed on boca tickets.




  Use Searchable      Some sites use the searchable comments to record the name of the
  Comment fields in   end-user of a ticket sold primarily to a travel agent. This permission
  Payment Screen      feeds the name through to the payment screen. It is useful because, in
                      turn, the name can print on the agent’s invoice.
  General comment      With this set, when booking you don’t get your Sell Items or Reserve
  compulsory           Items option intially. You get this prompt instead:




                       you have accessed the Booking Comment tab (bottom left), and
                       entered at least one character in the General Comment field and click
                       Apply




                       Your Sell and Reserve options as appropriate.

  Searchable 1         As above in “General comment compulsory”, you have to access the
  comment compulsory   Booking Comment tab and completed the relevant field.


  Searchable 2         As above in “General comment compulsory”, you have to access the
  comment compulsory   Booking Comment tab and completed the relevant field.


Enta Calendar          When set alone, without its following partner, this profile has no effect.


  View Enta Calendar   With this and the permission just above, you get the Calendar option in
                       the View menu.




                       The calendar shows on the Performance Tree, and highlights the dates
                       for whichever event is selected on the tree.
                         This is useful for events which have an unusual pattern of
                         performances, such as a play in a repertory season.




Package Sales allowed    This enables the following icon in the Booking group:




                         It allows the user to sell packages (accumulations of stock, pre-defined
                         in Ticketing Maintenance.

Sell Memberships         This enables the following icon in the Memberships group:




                         On its own, it allows the user to read-only access, view memberships
                         (eg “Friends of the Theatre” annual membership scheme) already
                         bought by individual patrons. Ironically, you can only sell a
                         membership if this and the next permission are granted

Create new memberships   This permission moves you from read only access (see above) to be
                         allowed to sell (but not renew – see below) a membership to a patron.

Allow source code when   This pops up a screen in the course of the membership sale to record
selling membership       how the patron heard about the membership scheme’s existence.
Force source code when   This removes the Cancel option from the screenabove. It means the
selling membership       user is forced to make a selection from the list.


Show inactive            This adds a tick automatically to the Show Inactive Memberships
memberships by default   option in the Memberships screen. It means the user will
                         automatically see expired and as yet unstarted memberships. Without
                         this permission, only current memberships are visible by default (you
                         can add the tick yourself to see inactive ones).




Override end date        This enables the right click permission Change End Date when in
                         Amend mode. It lets you extend the currently displayed membership’s
                         end date, at no extra charge. NB This permission can only be used if
                         the profile also has Amend Memberships.




Check for memberships    This adds a button into the Booking Details screen, which will appear
in Client Details        when you retrieve the record for someone who has an active (or
                         recently expired) membership:
                           NB: The button does not show when the patron has no such
                           membership.

Renew memberships          This allows the user to offer, and then renew, the next period of
                           membership to the one already highlighted in the Membership screen.

Stop memberships part      With this permission, the user can select a membership and then
way through                terminate it early (eg when someone is moving away part-way through
                           the year).




Cancel memberships         With this permission, the user can select a membership and then
                           terminate it in full (ie money can be refunded for the full period, not just
                           unused time).




                                                                                 .

Permit override of Gift    When a membership is set up in Ticketing Maintenance, it can be
Only restriction           given the property Gift Only ie you cannot buy it for yourself, but only
                           for someone else. This permission overrides that restriction ie
                           someone can buy it for himself.

Permit override of
sponsorship restrictions

Correspondence History     This adds the following icon to your Information group:




                           It allows the user to see a list of all documentation and marketing
                           contact made to the patron currently in view.
   Correspondence        This permission will cause a new entry to be made in a patron’s
   History – Add         correspondence history, if a confirmation letter or email is raised from
                         within Make A Booking, using this profile.

   Correspondence
   History – Edit

   Correspondence
   History - Delete

Add Booking Fee Extra
to Booking

View Print Redirection   This adds the following icon to the Printing group:




                         With just this permission, you can only use the Test Ticket option within
                         the Print Redirection screen.



   Change for Current    This adds the ability to switch printer for the next booking you print
   Print Job             (After that it resets itself to the workstation’s default printer)


   Change for User       This adds the ability to switch printer for the rest of your current
   Session               session. The next time you log in, it resets itself to the workstation’s
                         default printer.

   Change permanently    This adds the ability to switch printer permanently. This updates your
                         workstation’s default printer in Profile Editor.

Reset Print Status for   This adds the following right click option in Booking Details:
Batch




                         If you’ve printed in error a booking that should have been left in the
                         system (to be printed somewhere else as a cobo), this option sets its
                         Despatch Method to Care of Box Office and its Print Status to
                         Reset for Batch. This means that it will be printed again in a Cobo
                         batch print.



Inter Office Refunds     This will add the following icon to the Agency group:
                            Alone, there is nothing that you can do with just this permission set;
                            you need to select one or both from the next two…

                            NB These permissions are only relevant to sites with offices in different
                            countries who buy and sell from each other.

   View Claims against      This allows you to see, in the Inter Office Refunds screen, any
   other offices            bookings cancelled by someone from your office where the tickets
                            were “owned” by a different office. The reason you’d want to see that
                            is to check whether the owning office has authorised an interoffice
                            refund: if so, your office does not have to pay for the booking; if not
                            authorised, your office will still have to pay the owning office,
                            regardless of whether the seats have been resold.

   View Refunds to other    This allows you to see, in the Inter Office Refunds screen, any
   offices                  bookings cancelled by someone in another office where the tickets
                            were “owned” by your own office. The reason you’d want to see this is
                            to either authorise or refuse each refund request.

      Authorise refunds     This permission allows you to authorise refunds, where appropriate, to
      to other offices      other offices who have cancelled tickets “owned” by your own office.
                            An authorised refund means that the selling office won’t be charged on
                            the invoice you send them for these tickets.

Allow seat insertion into   This refers to the abililty to add seats into “layoutless” blocks ie one
own venues                  that initially is empty - has no seating plan, nor a fixed quantity of
                            numbered tickets (general admission). It enables the Insert button in
                            Search Results, which invokes the Insert Seats form.

                            It also controls your ability to insert block and seat numbers into
                            booking sold “On request” (ie where an agency takes money but don’t
                            know what seats will be available yet from the venue; when they do
                            know, the block and seat number must be inserted).

                            In both cases, you can only insert if your workstation has the same
                            venue group as the venue into which you are trying to insert seats.



   Allow seat insertion     This give the same permission as above for layoutless blocks and for
   into all venues          on request sales. The difference is that here you can make the
                            insertion even when your workstation in a different group from that of
                            the venue, into which you are adding seats.

      Insertions default    One of the fields in the Insert Seats form is Generate Purchase Order
      to having purchase    Numbers
      order number
                         This permission ticks the box by default each time you enter the
                         screen, so that you won’t forget. The purchase order number is
                         subsequently seen in a bespoke report (currently used only by Seatem
                         of New York).

Ticket Search Screen     This permission alone doesn’t do anything (NB you cannot remove the
                         Ticket Search icon from the Booking group, by unticking this one!). It
                         only exists so that you can select the next one…

  Ticket Search clears   This idea here is that if the Ticket Search screen is defined as the
  previous results       startup screen for the profile (ie at the end of each sale, you get taken
  automatically          to Ticket Search immediately, to begin the next sale), it will appear with
                         all your previous search critera cleared.

View performance         This enables the Summary option from right clicking the performance,
summary                  on the Explorer (also the Performance Summary option from the
                         Tools menu).




                         It displays a table showing how many tickets are set to each status (eg
                         sold, reserved, set aside etc) on the currently displayed perf.



    Show price           Adding this permission adds extra columns to the Summary screen:
    breakdown            they give financial details of what value of seats are reserved and sold.


Diary Note               This adds the following icon to the Information group:




                         It gives access to the Diary screen where free text notes about
                         bookings or patrons are added and/or seen.

                         With just this permission, you have read-only access to existing notes.
    Diary Note – Add      This allows you to add new notes to the current patron or booking or
                          performance, or to add Auto reminder notes.

    Diary Note – Edit     This allows you to add text to existing diary notes.


    Diary Note - Delete   This allows you to delete existing diary notes (NB the text will always
                          remain the Booking History screen, even when deleted here).

Display Seat History      This enables the Seat History command, either when right clicking on
                          a Seating Plan, or right clicking in Booking Details.




                          The Seat History screen tells you details of every event that has
                          happened to that ticket at that performance (eg Sold first, then
                          Cancelled, then Set Aside, then Reserved etc). Invaluable when trying
                          to solve queries.



Sell Extras               This adds the following icon to the Booking group:




                          It gives access to the Extra sales screen (from where merchandise,
                          charges, vouchers etc may be offered).

   Sell Ad Hoc Extras     This lets you offer an Extra whose name and price you create as you
                          go (eg for a stock item not previously set up as a Standard Extra).

   Select VAT code        This lets you define your extra’s VAT rate as you offer it.

                          NB This only works if the Standard Extra you are offering was set up in
                          System Maintenance with Operator Definable pricing, and with the
                          property VAT selectable at sale time.
Refunds                     This controls the user’s ability to give money back, out of sales.

                            The Refund permission needs to be considered in the context of the
                            Cancel (Sales) permissions below. Cancelling and refunding are two
                            separate actions in Enta. Cancelling reverts the ticket status from
                            Booked back to Available, but does not in itself affect the money
                            taken for the sale. Refund gives back the money, but can, if required.
                            be done without cancelling the tickets. See notes at the end describing
                            the effects of various combinations of the Cancel and Refund
                            permissions.

                            You can set a password for this permission. This is so that a user
                            cannot process a refund, without first calling a supervisor over to enter
                            the password. See notes at end for more information.

  Refund to Cheque          This will set by default any refund to payment type cheque to be
  Requistion                flagged for Cheque Requistion,in the refund screen:




                            This means that the user’s cheque payment total won’t be decreased
                            by the amount of this refund: the sum of the cheques taken will be
                            accurately shown in the Till Reconciliation. The booking will also be
                            flagged in the Cheque Requisition Report.

                            If the user wants to revert back to a normal cheque refund (eg a
                            cheque taken during the session is returned to its writer and the tickets
                            cancelled), the user can remove the tick manually. The tick cannot be
                            forced on (ie there but greyed–out).

                            Without the permission, there is no option for Cheque Requistion; the
                            field does not appear in the refund screen.

  Use original card         When a booking was sold to one credit card, the card details (number,
  payment details for       expiry etc) will appear automatically in the refund screen, should that
  refunds                   booking be cancelled/refunded. This saves you having to ask the
                            patron for those details again.

  Print refund receipt by   This flags the option Print Receipt automatically each time you
  default                   attempt to do a refund. The user can remove the tick manually if a
                            refund receipt is not required for any inidivdual transaction.
                          Without this permission, the user can add the tick when a refund
                          receipt is rquire for any individual transaction.

                          The tick cannot be forced on or off (eg there but greyed–out).



Booking Resource - Sell   This enables the following button in Booking Details:




                          It gives the user access to the Offer Stock screen, from where
                          Booking Resources (set up previously in System Maintenance) such
                          as audio guide, lockers, seminar room etc may be sold.

View Group Booking        This adds the following icon the Enquiry group:
Daily Plan




                          This lets the user use the Booking Diary screen, which lists all
                          bookings done to specific discount codes eg disabled or group rates,
                          and with the permission above “

                          NB: This is not to be confused with just “Diary” – which is for text
                          notes about bookings or patrons.

                          NB2: This is a duplicate of the permission Booking Diary above.

Allow Sale without        Where a profile has been set to pick up an automatic transaction fee
Transaction Fee           (ie per booking, not per ticket), this permission gives the choice of
                          whether or not to add the fee, each time a new sale is made.


Auto Archive address      This saves the current address of a patron when you click the Replace
when changed              button in Booking Details or Agent Patron Details. The current
                          address automatically gets put into the Address History tab of Agent
                          Patron Details.

                          NB This does not save any other text changes that are made to an
                          address and saved just with Update Patron; the Replace button must
                          be used first to put the current address in the archive.

Allow Adding Linked       DO NOT SET THIS PERMISSION – IT CONTROLS NOW-
Patron from Payment       REDUNDANT FUNCTIONALITY. This was a way of recording the
Form                      name of the patron, who is going to use the tickets you’ve sold directly
                          to an agency – you should do this now via Allow Recipient Patron
                          Linking.
                         This creates a proper patron record with this name, and inserts it into
                         the Link Patron screen. NB This name will therefore appear on the
                         NAD instead of the agency’s details,. (and with no address, unless you
                         go back to the Linked Patron screen and add one).

                         Were the booking paid to a credit Account, the name will filter through
                         to the booking’s details on the invoice sent to the travel agent.

Waiting List             This doesn’t do anything by itself; you need it set however, to be able
                         to select any permissions directly below.



   Add to Waiting List   If you add this and the one directly above, it adds the following icon to
                         the Other group:




                         It allows the currently selected patron to be added to the Waiting List of
                         any permitted performance.

   Edit Waiting List     This enables the Edit button in the Maintain Waiting List screen, so
                         that one can can edit the quantity of tickets required, or the priority
                         rating.




   Delete from Waiting   This enables the Delete button in the Maintain Waiting List screen.
   List                  When you tick an entry on the list, that button will remove it.
  Reserve                This enables the Reserve button in the Maintain Waiting List screen.
                         It permits you to reserve the newly-available tickets for a performance
                         to an individual on the Waiting List.

Show Reservations        This enables the Reservation Info option, from right-clicking the
Display                  performance, on the Explorer (also the Reservation Report option
                         from the Tools menu).




                         It gives access to the Reservation Report, a list of all tickets reserved
                         on the currently-displayed performance.

  Allow disabling of     This enables the option Reservations disabled for this performance.
  performance            No one can make further reservations on the performance, (apart from
  reservations           those using a profile with the following permission).




Make Reservations when   This permission will allow the user to reserve tickets on any
normally forbidden       performance, regardless of whether reservations have been disabled
                         on it (see permission above). NB The profile will obviously need the
                         permission below Reserve Bookings for this to work!
Show Quick Sales       This enables the Quick Sales option from right clicking the
Display                performance, on the Explorer (also the Quick Sales Report option
                       from the Tools menu).




                       It gives access to the screen listing potential and actual sales (by seats
                       and revenue), broken down by block and/or price band.

Telemarketing          This adds the following icon to the Other group:




                       It gives access to the Telemarketing function, where users can work
                       through previously-prepared lists of patrons, who need to be contacted
                       (eg to be told of a new event, or be informed of a cancelled
                       performance).

View Patron Linking    This adds the following icon to the Information group:




                       This lets you link related patron records together (eg husband and
                       wife).

  Check for links in   This adds the following button to the Booking Details screen:
  Client Details
                          It lets you view any links to which the currently-displayed patron
                          belongs, and from there, any other members of the links.

                          The button does not show when the patron has no links.



View Invitations to       This adds the following icon to the Other group:
Special Events




                          This lets you see the list of all active Special Events. (A Special Event
                          is a special kind of performance that requires you to create and
                          manage a list of inivitations eg a private viewing in a gallery, a first
                          night party etc).

   Issue invitations to   This enables the Invite button when looking at a specific Invitation
   Special Events         List.




                          It lets you add new people to the inivitation list.

   Withdraw invitations   Theoretically this enables the Disinvite button when looking at a
   to Special Events      specific Invitation List.




                          This allows you to remove someone from the invitation list.

                          NB Even with this permission NOT granted, the button is still
                          enabled…

   Amend invitations to   Theoretically this enables the Modify button when looking at a specific
   Special Events         Invitation List.




                          This lets you edit an existing invitation.

                          NB Even with this permission NOT granted, the button is still
                          enabled…

   Make Bookings for      Theoretically this enables the Book button when looking at a specific
   Special Event          Invitation List.
   Invitations



                          This lets you issue specifc tickets from the plan to this invitation.

                          NB Even with this permission NOT granted, the button is still enabled.
Fast Sales Next Available   This is for sites who sell tickets with timed admission. In the Fast
Time Slot                   Sales screen, once you’ve selected a season and date, this permission
                            will automatically select the first (future) timeslot with availability. (eg
                            You log in at 11.20 and choose today’s date. There are no tickets
                            available today until the 3pm slot, so that gets chosen, instead of the
                            earlier sold-out ones.)

Allow toggle on-off of      This lets you go into the View menu on your own workstation and
pop-up messaging            either turn on or off pop- up messages (text boxes which appear when
                            you click on a season, venue, etc or on a button like Sell, Reserve
                            etc).

                            This permission should be viewed in the context of the lower one,
                            “Force pop-up messaging on by default”.

                            If you have just the toggle permission, you can toggle messages on or
                            off.

                            Where both permissions are set, the “toggle” permission wins, so you
                            can still turn off pop-up messages




   Call Over as Agent –     With this permission, you can temporarily suspend the performance
   Set Performance Off      being checked (so that no one else can add more sales).
   Sale




                            Without this permission set, the Perf Status field does not appear at all
                            in the Call Over screen.



Documentation               This allows the profile to create personalised letters to patrons for
Generation                  bookings they made eg pro-formas (ie reservation statements),
                            confirmation letters for sales etc. (NB Templates for these document
                            types must be set up separately in Documentation Manager and
                            assigned to profiles. Documents generated are printed from the
                            Document Manager application, and not Make A Booking – the
                            exception is Confirmation Letter and Confirmation Email; these can be
                            printed/sent from MAB, with the “Integrate Document Manager with
                            MAB” permission set).

                            Without this permission, the following list is not shown in Booking
                            Details, and no documents can be generated.
                                                            Ticking just this permission
                                                            shows the list of document types
                                                            in Booking Details, with ticks
                                                            beside the types granted to this
                                                            profile in its Edit Profile screen.

                                                            The list is greyed out, which
                                                            means that the user cannot
                                                            deselect the chosen doc types,
                                                            nor select additional ones.




  Override                  Adding this permission, these boxes are active, so that default ticks
  Documentation             may be removed, or extra ones added by the user as each booking is
                            made.

Discount Sales              The screen this gave you doesn’t exist in v4. In v3, this added the
                            following icon to the Booking group:




                            This let you view a screen where you can see how many tickets are left
                            at specific discount codes that have been limited to, say, 50 per
                            performance (useful for Group Sales profiles etc).



Data Segregation            This doesn’t do anything by itself; you need it set however, to be able
                            to select any permissions directly below.

  View all lines in your    Where a booking was made for you by someone in another venue
  mixed bookings            group, and that booking also had lines in it for a third party, this
                            permission lets you see all the lines, not just your own. Without this
                            permission, the third-party bookings are visible but all details are
                            greyed out.

     View all bookings      This lets you see the Booking Details for every transaction on the
                            system, regardless of your workstation’s venue group. Useful for
                            “”head office” profiles.

Sell Subscriptions          This doesn’t do anything by itself; you need it set however, to be able
                            to select any permissions directly below.

  Allow selection of off-   In the New Subscription screen, you can see/offer/book tickets for
  sale performances         every performance in a series, some or all of which have been taken
                            off-sale (usually as they’ve already taken place). Without this
                            permission you get this message:
                       This is different behaviour from “Sell fixed subscriptions with off-sale
                       performances” – See below.

Cancel subscriptions   This lets you cancel a subscription from Subscription Requests. It
                       enables the following option on the right click menu:




Renew subscriptions    This enables the Renew Sub button in the Subscription Request
                       screen, so that the user can get Enta automatically to select and
                       charge for the same fixed-series tickets in the following season.


Edit subscription      With this permission, the user is able to use the Edit Request button
requests               (eg to change quantity, discount etc of request), in the Subscription
                       Request screen.




Subscription           This part of the subscription function has not been developed.
Documentation

Set Aside              This adds the following option to the Other group of the Navigation
Subscription           Pane:
Renewals




                       Set Aside Renewals is the function which will set aside at a
                       forthcoming series all the same seats booked last season in that
                       series. This ensures that customers renewing their sub will be able to
                       obtain the same seats, even if the performances are already being sold
                       as part of a variable subscription, or to individual bookers.
  Allow subscription        This enables you to change tickets from one performance in a
  exchanges                 subscription sale to different tickets, from the same or even a different
                            performance not part of the original series. Without this permission,
                            any attempts to change tickets results in this message:




  Sell fixed                Where one or more performances in a fixed series is off-sale to your
  subscriptions with off-   current profile, you are able to offer the remaining on-sale
  sale performances         performances and sell them as a reduced-rate subscription (assuming
                            that the pricing is by performance, and not drawn from a master
                            performance price-table in the package’s setup).




Discount override           This lets the user ignore (if desired) the rules about how many tickets
min/max                     must be offered on a specific discount (eg group rate must have no
                            less than 20 tickets but no more that 52).

				
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