Profile Management

Overview of account structures, sub-accounts, and customizing profile questions for configuring access and data separation in the Certain platform.

Overview of registrations and profiles, including creation, modification, and relationship of registrations to profiles.

Overview of managing profiles, difference from registrations, custom profile data, profile management, messaging, online access, and account structure...

Overview of how to set up and manage system users and assign user types in Certain's Help Center.

Overview of the Registration area in Account Settings for administrators, detailing data sections and navigation.

Instructions for creating and configuring custom profile reports in Certain's Help Center.

Details about the Questions tab and allowed types of custom profile questions.

Overview of the Profiles area features including Find, Edit, Add, and Import Profiles and how Profiles relate to Registrations.

Frequently asked questions about profiles in the Certain Help Center.

Profiles can be exported from the Report Results window by selecting profiles and choosing an export or print format.

Instructions to invite or register profiles for an event in the Certain Help Center.

Guidance for searching profiles using standard and advanced filters, including wildcard searches.

Overview of account-level settings and administrative capabilities in Certain.

Displays and edits attendee responses to custom registration questions.

Overview of the Global Links and Primary Navigation in the Certain help center.

Overview of the global navigation icons in Certain Help Center, including the Support bot, Recent Items, Favorites, and Page Help.

Guide to searching for profiles across accounts using fields, operators, text, and pagination in the Certain Help Center.

Guide to using the Search feature across Registrations, Profiles, Events, Forms, and Websites.

Use the options on this page to update basic user information and change your password.

Guide to configuring the My Profile section within a website on the Certain platform.

Overview of the Registrant Details section of the registration form, including header configuration, field selection, and options.

Instructions for configuring Single Sign-On connections for events in Certain's platform.

Documentation on building and using report filters for Profiles, including Date Filters and Advanced Filters.

Instructions for displaying subtotals in printable Profiles reports, including grouping and total options.

Instructions to select, reorder, and customize data columns for profile reports in the Certain platform.

Overview of the Profile details page in the Certain Help Center, including profile basics and related sections.

Guidance on using the Search Profiles page to filter and locate profiles within the Certain Help Center.

Overview of the Profile List in the Certain Help Center, including the Profile concept and how to add, find, import, and edit profiles.

Guide to create or modify a profile in Certain's Help Center, including required fields and data sections.

Account Settings security options for PCI compliance, including session timeout, password expiration, and email-related settings.

Administrators can limit fields affected by data reformatting on the Data Format page.

Guidance on profile data, custom questions, and default field settings in Certain's registration system.

Guide to managing users and user profiles in Certain platform.

Guidance on creating and managing sub-accounts within an account, including required fields and options.

Guide on assigning user types to Certain Users and their permissions.

Overview of account-level settings for all users and administrators, including reports, management features, and integrations.

Guide to creating and using custom display fields in Certain's platform.

Guide to creating and managing users in a Certain account, covering user types, password setup, and permissions for sub-accounts.

Overview of available user types and how to assign access and permissions in Certain.

Help Center article describing account information, required fields, and how to update account details.

Help Center article describing how to apply tags to standard and custom registration statuses.

Help article detailing access and sub-modules for Privacy Compliance in Certain.

Two methods to add existing profiles to a new event as registrations: Importing Registrations and Inviting Existing Profiles.

Instructions for creating and managing Profiles within the Certain platform, including manually creating Profiles, importing Registrations, inviting o...

Instructions for administrators to configure a PayPal account within Certain.

Overview of account-level profile data, custom questions, and default fields in Certain Platform.

There is no option within Certain Platform to delete Sub-Accounts; you can remove access to a specific Sub-Account for all Users.

Instructions to grant or revoke full credit card number access for a user in Certain's account management.

Guide to extracting historic profile, registration, and event data from Certain using custom reports.

Overview of using custom questions to collect event-specific registration data in Certain.