Overview
An account can have multiple users.
Each user has their own password-protected access ID.
Each user has a user type.
The user type determines the products and information the user can access.
Note: Certain users are event planners, managers, support personnel, etc.—not the attendees who register for the event.
Create and Modify System Users
The information of the current system user is displayed in the Account Settings > Administration > Users area.
This area enables the user to:
- Select a user within their account or client accounts (Administrators only).
- Modify that user's contact information and Id.
- Assign a user type to the user (Administrators only).
- Adjust system preferences and default settings for the user.
- Set system security options for the user.
Assign User Types
When a Certain user is created, the user must be assigned a user type.
- System Master has access to all areas.
- System Master is for Certain, Inc. employees only.
- Administrator has access to all events.
- Administrator has access to Account Settings areas.
- Administrator can add, edit, and delete users.
- Administrator can manage 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).
- Event Builder has full add/edit/delete permission for events.
- Event Builder has access to all registrations and reports.
- Event Builder does not have access to the Account Settings area.
- Event Builder may only mark events as templates, or edit template events, if the Allow event template access option is set in their User record.
- 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.
- Reports and Approval has access to run reports, view registration details (but not edit them), and make changes to registration statuses or properties via “Mass Action” from the Report Results window.
- Reports and Approval does not have access to add/edit/delete event-setup information.
- Reports Only has access to run reports and export data to standard formats.
- Reports Only does not have access to view or edit registration or profile details, nor to change any event information.
Caution: The Reports Only user type should be used only in 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.
Note: Help topics may include features to be released.