Introduction to User Accounts

Overview of User Accounts in Ordinate

User accounts in Ordinate allow people to access the platform and manage event-related tasks such as meetings, travel, or other event logistics. Every user must have a login, and their access is controlled by the role they are assigned. While many people may appear in the system without requiring a login, those who need to interact with the software will need a user account.

Difference Between Users and Person Records

Ordinate separates person records from user accounts. A person record stores details such as contact information, event attendance, and logistical requirements.

Not every person needs to be a user with login access. For instance, on some organisations, information may be managed primarily by administrators and assistants, with their executives relying on them for all information.

Conversely, a user account requires a Person record to be present in Ordinate, even if they are not attending the event themselves.

User Roles: What They Are and Why They Matter

A role defines what a user can see and do in Ordinate. Roles control access to features such as meetings, catering, or transport, and they also determine what data a user can interact with. Importantly, each user can only have one role per event, but this role can vary across different events. Roles ensure users have the appropriate level of access based on their responsibilities.