Administrators use the links in the Management, Administration and Registration areas of this page to navigate to the pages on which they set up and manage things like sub-accounts, user accounts, etc.
All users use the Home and Reports sections to edit their own user information, and to run or edit account-level reports.
Home
- 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
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, 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. (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
Available to Administrators only.
- 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
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, 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
Most features are accessible to Administrators, with the exception of the Products feature which is only accessible to System Masters.
- 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 1.0) – 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.
Related articles
- Account Report List
- Role Details
- Importing Registrations
- How the setting "Incomplete registrations count against Capacity/Inventory for __ minutes after their last modification" works
- Account History
Comments
0 comments
Article is closed for comments.