Access is divided into two groups: For All Users and Administrators only.
Administrators use the links in the Management, Administration and Registration areas to navigate to pages for setting up and managing sub-accounts and user accounts.
All users use the Home and Reports sections to edit their own user information and to run or edit account-level reports.
My User Information
My User Information – Update your own user information, or change your own password.
Reports
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: The Certain University "Settings and Preferences" course
Video: "Account Settings" Overview (1 min)
Management
Custom Event Data – Define the custom data to collect for all events in the current account.
Role Details – Create and edit custom roles, which can be assigned 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, which you can use to flag 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.
Content Blocks – Set up custom communication content for use in this account.
Administration
Account Information – Edit account information for the current account - the name and address to which Certain invoices will be sent.
Sub-Accounts – Add, edit or delete sub-accounts of the current account; for example, 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 (or choose to use those of the parent account).
Account Usage – Report on numbers of events, registrations, imports, and test registrations within a date range.
Registration
Custom Profile Data – Define the custom data to collect for all profiles in the current account.
Financial – Edit account financial details, and 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
Products – Select the modules and sub-modules enabled for this account. (Those selected can then be enabled in any event, on Plan > Configure > Options.)
Security Settings – Set the security settings for this account.
Account History – Display or download account-history information.
API – 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. (Only available if the Data Privacy Module is enabled for the account.)
Salesforce Integration – As of August 2019, Certain has updated its Salesforce integration - to the new Signal Salesforce integration. This enhanced integration allows for improved data synchronization and streamlined workflows.
Third-party Plugins – Integrate Certain with Eloqua or Marketo.
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