Accounts
Manage your profile, roles and permissions, billing information, and subscription plans from your Account Settings.
Account Settings
Edit Profile
Update your personal information, including:
- Full Name
- Email address
- Mobile number
- Password
- Profile photo
Edit Organisation details
Update your organisation information, including:
- Organisation Name
- Billing address
- State
- Country
Billing
View and download invoices related to your plan subscriptions.
Current Plan and New Subscription
Manage your subscription plan, including viewing current plans, upgrading, purchasing new plans, or cancel existing ones.
Plan upgrades include the following scenarios:
- Moving from Trial to Pay-per-event or Annual subscription
- Moving from Pay-per-event (300) to Pay-per-event (700 or 1000)
- Moving from Pay-per-event (700) to Pay-per-event (1000)
- Moving form Pay-per-event to Annual subscription
Note: Only Administrators can access the billing and plan subscription details. For Manager and Assistant, plan subscription details are view-only. If you choose to cancel your subscription, you will retain access to OUI until the end of your current billing cycle. No refunds or credits will be issued for unused time.
Add Users
Bring your team onboard and assign the right level of access.
To add users:
- Go to Staff > Roles & Permissions
- Click Add New
- Enter the user’s Name and Email Address
- Choose a Role (Administrator is assigned to subscriber only)
- Click Add
A verification link will be sent to the user’s email address to log in to OUI.
Note: Only Administrators are able to add users.
Roles & Permissions
Assign roles based on the level of access needed. Here’s what each role can do:
| Task | Admin | Manager | Assistant | Guest | Event Crew |
|---|---|---|---|---|---|
| Manage billing and plan subscriptions | ✓ | X | X | X | X |
| Manage transactions and access transaction reports | ✓ | ✓ | X | X | X |
| Set up payment gateways | ✓ | X | X | X | X |
| Create, edit, or delete campaigns | ✓ | ✓ | View only | View only | X |
| Add or remove collaborators from campaign | ✓ | ✓ | X | X | X |
| Create, design forms, and set up post-submission options and confirmation emails | ✓ | ✓ | View only | View only | X |
| Create emails for broadcast | ✓ | ✓ | View only | View only | X |
| Create and design event page | ✓ | ✓ | View only | View only | X |
| Create attendance lists for event check-in, and access OUI Events check-in app | ✓ | ✓ | View only | View only | Access mobile app only |
| Add or remove users from organisation | ✓ | View only | X | X | X |
| Access system-wide settings (branding and customisation) | ✓ | ✓ | X | X | X |
| Access user data, analytics, and reporting | ✓ | ✓ | ✓ | View only | X |