Overview
An account can have multiple users.
Each user has a password-protected access ID.
User type is a category assigned to a user that determines the products and information the user can access.
Note: Certain users are event planners, managers, or support personnel. Event attendees who register for the event are not event planners, managers, or support personnel.
Create and Modify System Users
System users are individuals with password-protected access IDs who access the platform within an account.
The current system user's information is displayed in the Account Settings > Administration > Users area.
The Account Settings > Administration > Users area enables the user to:
- Select a user within their account or client accounts (Administrators only).
- Modify that user's contact information and Login 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 — Access to all areas. (For Certain, Inc. employees only.)
- Administrator — Access to all events and to Account Settings areas.
- Administrator — Able to add/edit/delete users.
- Administrator — Able to manage e-commerce accounts for credit card processing.
- Administrator — Able to configure custom event questions.
- Administrator — Able to configure custom profile questions.
- Administrator — Able to manage user roles.
- Event Builder — Access to all events, including creating events (from scratch or from templates), copying events, full add/edit/delete permission for events, and 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 the user's record.
- Registration Support — Access to registration details and reports.
- Registration Support — Able to add/edit/delete registrations.
- Registration Support — Does not have access to add/edit/delete event-setup information.
- Reports and Approval — Access to run reports, view registration details (but not edit them).
- Reports and Approval — Can 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 — 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: 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.
Related topics
- Assign Roles
- Getting Started with Certain
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