Navigating the Passes module starts with the purple side bar on the left. From here, you'll choose how to summarize and view orders related to your event.
All Passes is the default view, which displays aggregate lines that share the same name assignment, pass type and approval status.
By Attendee displays cards for every person in the system and summarizes assigned passes for each of these individuals.
- This view omits group orders and will only summarize orders assigned to individual people.
- If you have access to the Contacts module, you can click View Profile to access a contact's profile.
By Group displays cards for every group in the system and summarizes all passes assigned directly to a group or a person affiliated with a group.
- You can click View Attendee Breakdown below each card to view a list of people and pass assignments that make up this summary.
By Order displays cards for every order in the system.
- You can click Open Order below any card to access a detailed view of that order.
By Integration is visible if you have a ticketing integration connected. This view displays cards for every order in the system that include additional information and filters regarding sync status.
There are a number of filters to help you refine the data that gets displayed in the Passes module.
The filters to to the left of your data can always be accessed regardless of the view you have selected.
- Attendee Type allows you to filter down to orders that are assigned to a specific type of person.
- Group Type allows you to filter down to records that are affiliated with a specific type of group.
- Pass Type allows you to filter down to records based on pass type.
- Source allows you to filter down to records that originated from specific forms.
- Submitted By allows you to filter down to records that were created by specific users.
The filters across the top of your data will change depending on other view options you have selected.
- In Review mode, these filters will allow you to sift through information based on review status and payment status.
- In Issuance mode, these filters will allow you to sift through information based on issuance status.
- If the By Integration view is selected, these filters will allow you to sift through information based on sync status.
Similar to the filters across the top of your data, the search bar looks at different fields depending on the pass management view you've selected.
Look at the preview text that fills the search bar to know what you're able to search by.
All Passes view:
By Attendee view:
By Group view:
By Order view:
By Integration view: