Use this link to share with your colleagues:
How to Install Add-On Packages: https://help.pm.leapevent.tech/a/1103161
Add-on packages contain fun, customizable enhancements you can add to your PatronManager account. This article contains installation links and instructions, and will also point you to customization steps for some of the features inside these packages.
These steps are recommended for Certified PatMan Admins, so put on your Admin hat and get ready to roll!
1. Log in to PatronManager
Here are instructions if you need a refresher!
2. Choose a package and go to the installation link
If you plan to install multiple packages, complete the steps for one package at a time.
Paste this after ".com/" while logged into your PatronManager account:
packagingSetupUI/ipLanding.app?apvId=04t0b000000vf5H
This package contains:
- Inventory Tracker Dashboard
- Purchase Time Before Show Dashboard
- Purchase Time Before or After Opening Night Report
- Top Ten Ticket Sales Days Dashboard
- Discount Code Report
- Subscriptions and Seat Assignments Report
Paste this after ".com/" while logged into your PatronManager account:
packagingSetupUI/ipLanding.app?apvId=04t0b000000vf57
This package contains:
- Donor Giving Analysis Dashboard & Report
- Donor Percentage Analysis Report
- Development Progress Dashboard
- Top Donors Dashboard
3. Choose who will use the reports
Leave the first option set to "Do not install."
For the second option, think about how you'll be using this report. If there's no reason to hide the data from anyone in your organization, then choose "Install for All Users". If the report will provide confidential information, then think about restricting access to admins (any user with the System Administrator profile) or specific profiles.
If your organization uses PatronPortal, choose "Install for Admins Only," or choose "Install for Specific Profiles" and exclude the "Authenticated Website" and/or "Authenticated Website 2" profile.
4. Wait to receive an email that the package installed successfully
You'll probably receive a message that the app is taking a long time to install.
When it's complete, you'll receive a confirmation email.
If you receive an email stating that installation failed, submit a support request to PatronManager Client Services and we can help you out.
5. Complete configuration steps, if necessary
Most features in these packages don't require extensive configuration after installation.
The following Dashboards and Reports do have some configuration. Click for instructions on how to set these up after you have installed the package.
- Add-On Reports and Dashboards for Development
- Add-On Reports and Dashboards for Box Office
6. Use your new fancy dashboards and reports!
Simply navigate to the Dashboard or Reports tab and search for the name of a report or dashboard in the package you just installed.
We recommend clicking "Save As" before making changes to these reports and dashboards to retain a copy of the original, in case you'd like to revert.