General FAQ - Setting Up Accounts
Each account contains its own database of user, event, profile, and registration information.
As a user, your account was created by either your account's Administrator, or by your Certain customer service representative.
Administrators (a user type) can modify their own account's information, preferences, and security settings.
Administrators can also create and modify any number of sub-accounts.
A sub-account has its own users and database of event information.
All information in a sub-account is also visible to the account that created it.
Sub-accounts may represent other divisions, organizations, or clients for whom a planner manages event registration data.
Planning the Account Structure for Your Business
Since each account and client account has its own profiles and events databases, accounts should be arranged logically when the master planner first sets up the system.
The account structure is determined by the following considerations:
- Segregating system access to groups of users
- Maintaining separate profile databases of customer contact information
For example, if you own a company called Acme Event Services, and you manage an annual meeting for your company, plus several events for each of three clients (Company A, Company B, Company C), then you should set up your account and client accounts as follows:
- Acme Event Services
- Acme Event Services Users
- Acme Event Services Profiles
- Acme Event Services Annual Meeting
- Company A
- Company A Users
- Company A Profiles
- Event A1
- Event A2
- Company B
- Company B Users
- Company B Profiles
- Event B1
- Company C
- Company C Users
- Company C Profiles
- Event C1
- Event C2
- Event C3
In this manner, clients from Company A who are granted user access will be able to see all of their profile and event information.
Clients from Company A will not be able to see profile and event information of your account, Company B, nor Company C.
As an Acme Event Services user, you will be able to see not only the profile and event information of your account, but also profile and event information of the client accounts that you created.
Determine Accounts Based on Custom Profile Questions
The account structure can create separate profile databases for distinct groups of customer (attendee) contact information.
Each account can collect up to 30 custom profile questions about each individual, in addition to the standard contact information data fields.
For example, if you manage events for one company with no outside clients, but half of your events attract one group of attendees (technical) while the other half appeal to another group (marketing), then you could arrange your account structure as follows:
- Acme Corporation
- Acme Corporation Users
- Acme Corporation Profiles
- Acme Corporation Annual Meeting
- Technical
- Technical Users
- Technical Profiles
- Technical Event 1
- Technical Event 2
- Marketing
- Marketing Users
- Marketing Profiles
- Marketing Event 1
In this manner, you can collect custom profiling and historical information about the Technical profiles that is distinctly different than the information collected about the Marketing profiles.
Modify Your Account Information
The account information of the current system user is displayed in the Account Settings > Administration > Account Information area.
This area enables the user to:
- Modify the main contact information for the account
- Adjust system preferences and default settings for the account (Advanced feature)
- Set system security options for all account users (Advanced feature)
- Create and modify custom profile questions for the account's profile database (Advanced feature)
Modify Information for Your Sub-Accounts
The account information of your client accounts is displayed in the Account Settings > Administration > Sub-Accounts area.
This area enables the user to:
- Select an existing sub-account, or create new sub-accounts.
- Modify the main contact information for each account.
- Select the account's customer support representative and system display header.
- Adjust system preferences and default settings for the account (Advanced feature).
- Set system security options for all account users (Advanced feature).
- Create and modify custom profile questions for the account's profile database (Advanced feature).