When a Certain User is created by an Administrator in Account Settings > Administration > Users, the user must be assigned a user type.
Note: Certain Users are event planners, managers, support personnel, etc.—not the attendees who register for an event.
User Type determines which program features a user can access.
Some users may only have permission to view reports.
Other users may be able to view, create, and edit reports.
To assign a user type, select it in the User Type drop-down list.
User Types
System Master
System Master provides access to all areas.
This user type is for Certain, Inc. employees only.
Sales Demo
Sales Demo provides read-only functionality to allow potential customers to evaluate the Certain platform.
This user type is for Certain, Inc. employees only.
Administrator
Administrator provides access to all events and to Setup > Administration areas.
Administrators can add, edit, or delete users.
Administrators can manage e-commerce accounts for credit card processing.
Administrators can configure custom event questions.
Administrators can configure custom profile questions.
Administrators can manage user roles.
Event Builder
Event Builder provides 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, in which Administrators administer sub-accounts, users, etc.
Event Builder may only mark events as templates, or edit template events, if the Allow event template access option under User Access on their user record is selected.
Event Builder may copy any events if the Copy all events option under User Access on their user record is selected.
If that option is cleared, they may only copy template events.
Registration Support
Registration Support provides access to registration details and reports.
Registration Support can add, edit, or delete registrations.
Registration Support does not have access to add/edit/delete event-setup information.
Registration Support may also import registration data if the Import registration data option under User Access on their user record is selected.
Reports and Approval
Reports and Approval provides 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
Reports Only provides access to run reports and export data to standard formats.
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: 1. When user information is appended to a report URL. 2. When user roles are set up, and Reports Only access is granted to a role-based user.