Assigning User Types
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 for an event.
The user type determines which program features a user can access. Some user types may only have permission to view reports. Other user types may be able to view, create, and edit reports.
To assign a user type, select it in the User Type drop-down list.
User Type
- System Master – Access to all areas. (For Certain, Inc. employees only.)
- Sales Demo – Read-only functionality to allow potential customers to evaluate the Certain platform. (For Certain, Inc. employees only.)
- Administrator – Access to all events and to Setup > Administration areas. Able to add/edit/delete users, e-commerce accounts for credit card processing, custom event questions, custom profile questions, user roles, etc.
- Event Builder – 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.
- (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. But if that option is cleared, they may only copy templates events.
- Registration Support – Access to registration details and reports. Able to add/edit/delete registrations. (Does not have access to add/edit/delete event-setup information.) May also import registration agenda data if the Import registration data option under User Access on their user record is selected.
- Reports and Approval – 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. (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 – 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.