Manage Enterprise Accounts

Manage enterprise venue accounts

Enterprise venue accounts can include multiple accounts. Within accounts, add venues and spaces. Provide role-based user access across accounts and venues.

To create an enterprise account, contact Prismm customer support.
Login into your organization’s parent account (defaults to the tab Events).
In the upper left corner, under the drop-down menus Accounts and Venues, based on the selected child account and corresponding venue, appear connected events.
Using the drop-down menus, switch between accounts and venues.
After choosing an account, to the right, select the tab Account.
In the vertical menu to the left, update your Account Profile, Billing and Language information.
To the left, select the menu item Venues.
For a selected account, the page Venues includes assigned venues, groups to which each venue belongs, and account member access permissions for each venue.
To add venues to an account, contact Prismm customer support.
For an account and corresponding venue, to review existing spaces or add spaces, select the venue.
To review collaboration permissions for an event (set to default permissions for different collaboration roles), in the upper right corner, select the button Collaboration Permissions.
To change default permissions, for each category of user (e.g.: planner, caterer, vendor), select the corresponding button CHANGE.
In the pop-up window:

a. Select the appropriate radio button (use default permissions, Allow all or Allow none).
b. For corresponding attributes, change the sliders (Yes or No).
c. Select the button Ok.
To add new venue spaces, in the upper right corner, select the button Add Space.
In the pop-up window:

a. Add files from your file location using drag-and-drop or select the link choose a file.
b. Include number of layouts.
c. Provide comments/special instructions.
d. Confirm that layouts have dimensions or a scale (select checkbox).
e. Select the button SUBMIT.
f. Prismm customer support models uploaded venue spaces.
To manage venue permissions or groups to which a venue belongs, select the menu item Members & Groups.
Under the tab Members, to add members, select (Add) New member.
In the pop-up window:

a. Add an invitee email address (or multiple invitee email addresses).
b. For the invitee (or multiple invitees), select the role:
1. Venue Admin: has full access (except for adding venue/deleting another account admin
[happens through Prismm customer support])
2. Venue Manager: manages venues, spaces and team members
3. Venue User: can add spaces and manage permissions

c. Select a venue (or a group of venues).
(Note: In the drop-down menu, the venues listed match the list from the tab Venues).

d. Select the button Add member.

Invitee(s) receive an email invitation.
Select the button Accept Invitation.
(Note: To see the shared account, invitee[s] must select the button Accept Invitation. Until invitee[s] accept the invitation, Pending appears next to invitee name[s]. If the invitee[s] already have Prismm accounts, by logging in, they will see the shared account. If the invitee[s] don’t have a Prismm account, they're directed to the Prismm signup page. Once invitee[s] have an account, they can see the shared account.)
After logging into Prismm, in the top left corner, switch between accounts and, within an account, corresponding venues.
After adding a member, through the table view, make changes to the role, venue permissions and group permissions.
To give users access to additional venues, select the icon plus.
Provide access permissions to a group of venues (equivalent to giving access to each venue separately).
To display venues in the venues column, add a group containing the venues. To remove venues from the venues column, remove the group containing the venues.
(Note: Venues in a group can’t be removed individually from the venues column and each user must have access to at least one venue, which is why the last venue cannot be removed.)
To remove member access permission from a venue, cross out the venue.
To remove pending invitee access permission from an account:
a. To the far right of the invitee name, select the 3 horizontal dots.
b. Select Cancel invitation.
To remove existing member access permission from an account:
a. To the far right of the member name, select the 3 horizontal dots.
b. Select Delete member.
Under the tab Groups, to add groups, select (Add) New group.
(Note: Creates a group for multiple venues using various parameters [e.g.: geographic location, management setup]).
In the pop-up window:
a. Give the group a name.
b. Assign venues and members to the group (optionally, complete after creating the group). (Note: Only members that have already been added to the parent account can be assigned to groups. If the member doesn’t appear in the drop-down menu, add the member).
c. Select the button Add group.
To add venues or members to a group, select the + sign and from the dropdown select options.
To remove a group:
a. To the far right of the group name, select the 3 horizontal dots.
b. Select the button Delete group.

Manage enterprise planner/vendor accounts

Enterprise planner and vendor accounts can manage multiple accounts, manage members and groups, and provide role-based user access across accounts, but don’t manage venues. Planner accounts have 2 or more planners and/or use planner managers. Vendor accounts have 2 or more venues and planners/planner managers connected to their accounts.

To add a new team member, select the button (Add) New member.
In the pop-up window:
a. Add an invitee email address (or multiple invitee email addresses).
b. For the invitee (or multiple invitees), select the role:
1. Team admin: has full access (except for deleting another account admin [happens through Prismm customer support]).
2. Team manager: assigns team members and manages the team.
3. Team user (member): can view members and groups.
Select a group.
Select the button Add member.

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Manage enterprise venue accounts

Manage enterprise planner/vendor accounts

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