Edit accounts

Edit accounts

You can find the accounts in Oniva Admin under Settings. If you can't find this navigation item, you do not have the necessary permissions. Only platform admins of users with a Premium license can edit accounts. If you need to adjust an account on a lower license level, you can contact Oniva support via the form at the bottom of this article.

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Manually create accounts

‍New users can be created using the "Create Account" button.

Details

• First name: First name of the user
• Last name: Last name of the user
• Email: Email of the user
• Mobile: Mobile number for communication via SMS
• Language: Predefined system language for the user
• Gender: User's gender, which automatically determines the correct salutation in notifications
• Account type: Select the account type to which the user will be assigned. Account types can define login methods and access rights.
• Account name: The user's account name, usually the email address
• Password: Set a password for the first time, which the user can reset by selecting "Forgot password" during login
• Authentication via Mobile App: Forces the account to set up two-factor authentication upon next login
• Admin rights: If you want to assign admin rights to an account, you can select this when editing the account. More information on permissions can be found in the related support article on account roles and permissions.
• Responsible ticket coordinator: In Oniva, each account can be assigned a ticket coordinator. These individuals can book events with bookings on request or approve bookings on behalf of the account holder. The approval by the ticket coordinator only changes the booking status to "pending."

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Account groups

Using account groups, individual target groups for events can be created. For example, the same target group can be used for recurring events. Account groups can be used within an event for the following operations:

• You can use a predefined group of accounts to import contacts and then send invitations to these contacts
  Account groups can be used to import event contacts into the contact list.
• You can use a predefined group of accounts to restrict access to your event.
  ‍At the event level, under authorisation groups, under access to the event website, only selected account groups can be allowed. With this setting, only users of the corresponding group have access to the event.

Add account to account group

1. Open the corresponding workspace
2. Select the "Account groups" menu item
3. Create a new account group or choose an existing one, select "Edit Accounts"
4. Add or remove accounts via email addresses
5. After a few minutes, an email will be sent to the admin account's email address, notifying about the success of the import.

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Import accounts

‍To create a large number of accounts in Oniva, you can import accounts using an Excel spreadsheet. Click on "Import Excel" to start the import process.

To ensure a smooth import process, you can download the sample table in step 1.

Step 1 - Select options:

• ‍Account type: Select the account type to which the accounts should belong
• File: Select the Excel file to be imported
• Confirmation of Consent to Process Personal Data: Ensure the consent of the affected individuals regarding the intended data use

Step 2 - Assign table columns:
‍To map the data to be imported to the respective data field, you need to assign the data from the Excel file to the existing data fields in Oniva in step 2.

Step 3 - Import preview:
Review the correct mapping of the selected data fields and complete the process by clicking the "Import" button.

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Block or delete accounts

To block an account, navigate to the account list and select the corresponding account. Then, in the action menu (···), click "Block" or "Delete." The status of the account is displayed in the list entry:

• ‍Active: The account has access to Oniva.
• Inactive: The account does not have access to Oniva.

Manual unblocking
To activate a blocked account, select "Unblock" in the action menu.

Automatic blocking:

If Oniva has an interface to an account database (e.g., Active Directory), inactive accounts will be automatically blocked with regular data imports.