Access is provided through the Account Settings page. The page includes sections for all users and sections restricted to Administrators. Administrators use the links in the Management, Administration, and Registration areas to navigate to pages for setting up and managing sub-accounts, user accounts, and related configurations. 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
- 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.
- "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.
- 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
- 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.
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