Account Settings explains how Administrators and other users use the page’s sections to set up account-related features and manage account-level data.
Administrators use the links in the Management, Administration, and Registration areas of this page to navigate to pages where Administrators set up and manage sub-accounts, user accounts, and similar items. All users use the Home and Reports sections to edit their own user information and to run or edit account-level reports.
Home
Home is used by all users.
- My User Information — Update your own user information.
- My User Information — Change your own password.
Reports
Reports are used by all users.
- Report List — List, run, preview, create, or copy account reports, system reports, and role-based reports for the current account.
- Create a Custom Report — Create an account-level report.
- Copy a Report — Copy account-level reports using the Report Copy Wizard.
For Administrators only
Videos are for Administrators only.
- Videos: The Certain University "Settings and Preferences" course
- Video: "Account Settings" Overview (1 min)
Management
Management is available to Administrators only.
- Custom Event Data — Define the custom data to collect for all events in the current account.
- Role Details — Create and edit custom roles.
- Role Details — Assign custom roles to users for team-based event management/production.
- General Ledger — Set up the general ledger account structure for managing your event budget.
- Tags — Set up account-level tags for flagging attendees’ interests.
- Job Functions — Add job functions for use in the Speaker and Session Management module.
- Industries — Add industries for use in the Speaker and Session Management module.
- Registration Statuses — Assign tags to any of the standard registration statuses.
- Single Sign-On — View Single Sign On (SSO) connections for the account.
- Note: System Master users—Certain Inc. team members—configure such connections on the same page.
- Content Blocks — Set up custom communication content for use in this account.
Administration
Administration is available to Administrators only.
- Account Information — Edit account information for the current account.
- Account Information — Provide the name and address to which Certain invoices will be sent.
- Sub-Accounts — Add, edit, or delete sub-accounts of the current account.
- Sub-Accounts — Use sub-accounts for different clients or departments.
- User Information — Add, edit, or delete users of this account.
- Display Header — Customize the display options for the current account.
- Display Header — Choose to use the parent account’s display options.
- Account Usage — Report on numbers of events, registrations, imports, and test registrations within a date range.
Registration
Registration is available to Administrators only.
- Custom Profile Data — Define the custom data to collect for all profiles in the current account.
- Financial — Edit account financial details.
- Financial — Set up e-commerce accounts.
- Printable Confirmations — Add/edit/delete account-level templates for printable confirmations.
- Account Invoices — Add/edit/delete account-level invoice templates for the current account.
Implementation
Most features are accessible to Administrators. The Products feature is only accessible to System Masters.
- Products — Select the modules and sub-modules enabled for this account.
- Products — Enable selected modules in any event via Plan > Configure > Options.
- Security Settings — Set the security settings for this account.
- Account History — Display or download account-history information.
- API (API 1.0) — Use API Key and API Usage history for this account.
- Check-In Settings — Configure account-level settings and branding for the Certain Check-in app.
- Privacy Compliance — Configure compliance settings such as Profile Anonymization for this account.
- Privacy Compliance — Only make Privacy Compliance available if the Data Privacy Module is enabled for the account.
Additional information
- Salesforce Integration — As of August 2019, Certain updated its Salesforce integration to the new Signal Salesforce integration.
- Salesforce Integration — This enhanced integration allows improved data synchronization and streamlined workflows.
- Third-party Plugins — Integrate Certain with Eloqua or Marketo.
Was this article helpful?
0 out of 0 found this helpful
Related articles
- Account Report List
- Role Details
- Importing Registrations
- Account History
- Comments — 0 comments
- Article is closed for comments.