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User Management Configuration

User Management Configuration allows you to enable self-service options such as updating booking details, changing races, and transferring entries to another participant.

Written by Angus Williams

With User Management Configuration, you decide how much control participants have over their own entries after registering. You can

Important: Most participant self-management features require the ticket to have a closing date. If no closing date is set, these features may not function as expected. You can override this at any time by manually closing the ticket.


Allow Participants to Manage Their Own Entries

Participants can update their own:

  • Contact details

  • Address information

  • Registration answers

Participant names cannot be changed using this feature.

How to enable

  1. Go to Race Details → User Management Configuration.

  2. Tick Allow participant to manage their entries.

  3. Set a self-management deadline.

    • Leave this blank to use the ticket closing date.

📘 System FAQ**:** Updating My Booking Information


Allow Participants to Change Race

Participants can transfer themselves to another event or distance after registering.

How it works

  • Moving to a higher-priced ticket requires the participant to pay the difference.

  • Moving to a lower-priced ticket does not trigger an automatic refund.

  • You can optionally charge an admin fee.

How to enable

  1. Go to Event → Basic Info → Race Transfer Settings.

  2. Tick Allow participants to change race after signing up.

  3. Add an admin fee if required.

Good to know: This setting is controlled at the event level. If it's already enabled and can't be changed here, select Basic Info from the top menu to update it.


Allow Participants to Transfer Their Entry

If a participant can no longer attend, they can transfer their place to someone else.

How to enable

  1. Go to Event → Setup → Race → User Management Configuration.

  2. Tick Allow participants to transfer to another person.

  3. Click Save at the bottom of the page.

📘 System FAQ**:** Transferring My Place to Someone Else


Transfer Options

Once person-to-person transfers are enabled, you can configure additional options.

Setting

Description

Waiting List Transfers

Allow participants to transfer directly to someone on the waiting list when the event is full.

Transfer Deadline

Set a cut-off date for participant transfers.

Admin Fee

Apply a fee to participant transfers.

Payment Handling

Choose how transfer payments are managed.

Payment Handling Options

  • External – Participants arrange payment between themselves outside the platform.

  • System – The new participant pays through Eventrac and the original participant is automatically refunded.


Summary

User Management Configuration gives participants greater flexibility while allowing organisers to maintain control over deadlines and transfer rules.

You can choose to allow participants to:

  • Update their own booking details

  • Change to another race or distance

  • Transfer their place to another participant

  • Transfer places to waiting list participants

  • Handle transfer payments either externally or through the system

Configure these options based on your event policies to reduce administrative workload while providing a better participant experience.


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