Account Basics

Each account contains its own database of user, event, profile, and registration information.
A user’s account was created by either the account's Administrator or by a 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 a database of event information.
All information in a sub-account is 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

Each account and client account has its own profiles and events databases.
It is important that accounts 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.

Example structure when managing an annual meeting for your company and several events for three clients (Company A, Company B, Company C):
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, but they will not be able to see that information of your account, Company B, nor Company C.
An Acme Event Services user can see profile and event information for both the Acme Event Services account and the client accounts created by Acme Event Services.

Determine Accounts Based on Custom Profile Questions
Each account can collect up to 30 custom profile questions about each individual, in addition to the standard contact information data fields.

In this manner, custom profiling and historical information about the Technical profiles is distinctly different from the information collected about the Marketing profiles.

The Account Settings > Administration > Account Information area displays the account information of the current system user.
The Account Settings > Administration > Account Information area enables the user to modify the main contact information for the account.
The Account Settings > Administration > Account Information area enables the user to adjust system preferences and default settings for the account (Advanced feature).
The Account Settings > Administration > Account Information area enables the user to set system security options for all account users (Advanced feature).
The Account Settings > Administration > Account Information area enables the user to create and modify custom profile questions for the account's profile database (Advanced feature).
How to set up custom questions for profiles

The account information of your client accounts is displayed in the Account Settings > Administration > Sub-Accounts area.
The Sub-Accounts area enables the user to select an existing sub-account, or create new sub-accounts.
The Sub-Accounts area enables the user to modify the main contact information for each account.
The Sub-Accounts area enables the user to select the account's customer support representative and system display header.
The Sub-Accounts area enables the user to adjust system preferences and default settings for the account (Advanced feature).
The Sub-Accounts area enables the user to set system security options for all account users (Advanced feature).
The Sub-Accounts area enables the user to create and modify custom profile questions for the account's profile database (Advanced feature).
Modify information for your sub-accounts (details)
How to set up custom profile questions for sub-accounts

Note: Help topics may include features to be released.