Certain User is a user account created by an Administrator in Account Settings > Administration > Users.
Certain Users are event planners, managers, and support personnel, not attendees.
The user type determines which program features the user can access.
To assign a user type, select it in the User Type drop-down list.
User Types
System Master is a user type with access to all areas.
System Master is for Certain, Inc. employees only.
Sales Demo is a user type with read-only functionality to allow potential customers to evaluate the Certain platform.
Sales Demo is for Certain, Inc. employees only.
Administrator is a user type with access to all events and to Setup > Administration areas.
Administrator can add, edit, or delete users, e-commerce accounts for credit card processing, custom event questions, custom profile questions, user roles, etc.
Event Builder has access to all events, including creating events (from scratch or from templates), copying events, full add/edit/delete permission for events, access to all registrations and reports.
Event Builder does not have access to the Account Settings area, where Administrators administer sub-accounts, users, etc.
The Event Builder may mark events as templates.
The Event Builder may edit template events if the Allow event template access option under User Access on their user record is selected.
The Event Builder may copy any events if the Copy all events option under User Access on their user record is selected.
If the Copy all events option is cleared, the Event Builder may only copy template events.
Registration Support has access to registration details and reports.
Registration Support can add/edit/delete registrations.
Registration Support does not have access to add/edit/delete event-setup information.
Registration Support may import registration agenda data if the Import registration data option under User Access on their user record is selected.
Reports and Approval has access to run all reports, view registration details (but not edit them), send email, and make changes to standard registration statuses or properties via Mass Actions from the Report Results window.
Reports and Approval does not have access to add/edit/delete registration information.
Note: The Approval in this User Type's name is unrelated to the Qualification and Approval module, which it predates. You might think of it as a Reports Plus user type.
Reports Only has access to run reports and export data to standard formats.
Reports Only can click through to view (but not edit) the details of a registration in a report that’s in a Report Results window.
Caution: A Reports Only user type should be used only in one of these two situations:
When user information is appended to a report URL.
When user roles are set up, and Reports Only access is granted to a role-based user.
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My User Information
Notes
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