An account can have multiple users. Each user has a password-protected access ID. A user type determines the products and information that the user can access. A User is a person within an account who has a password-protected access ID. A User Type is a category assigned to a user that determines the products and information accessible. Note: Certain users are event planners, managers, support personnel, etc.—not 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:
- Administrators can select a user within their account or client accounts.
- Administrators can modify that user's contact information.
- Administrators can modify that user's Login ID.
- Administrators can assign a user type to the user.
- Administrators can adjust system preferences for the user.
- Administrators can adjust default settings for the user.
- Administrators can set system security options for the user.
Assign User Types
System Master is a user type. System Master provides access to all areas. This type is for Certain, Inc. employees only. Administrator is a user type. Administrator provides access to all events and to Account Settings areas. Administrators can add/edit/delete users. Administrators can manage e-commerce accounts for credit card processing. Administrators can manage custom event questions. Administrators can manage custom profile questions. Administrators can manage user roles. Event Builder is a user type. Event Builder provides 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. Event Builder 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 is set in their User record. Registration Support is a user type. Registration Support provides access to registration details and reports. It can add/edit/delete registrations. Registration Support does not have access to add/edit/delete event-setup information. Reports and Approval is a user type. Reports and Approval provides 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 is a user type. Reports Only provides 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.
Note: Help topics may include features to be released.