Overview
An account can have multiple users, each with their own password-protected access ID.
Each user has a user type, which determines the products and information that the user can access.
Note: Certain users are event planners, managers, and support personnel, not attendees who register for the event.
Create and Modify System Users
The current system user's information is displayed in the Account Settings > Administration > Users area.
The area enables the user to select a user within their account or client accounts (Administrators only).
The area enables modifying that user's contact information and Login Id.
The area enables assigning a user type to the user (Administrators only).
The area enables adjusting system preferences and default settings for the user.
The area enables setting 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. Able to add/edit/delete users, e-commerce accounts for credit card processing, custom event questions, custom profile questions, user roles, etc.
- Event Builder — Access to all events, including creating events (from scratch or from templates).
- Event Builder — 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 — 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 — 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:
- 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.