Account Settings

Access:   >  Account Settings

Jump to:
• For All Users:  ||  Home  ||  Reports  ||
• Administrators only:  ||  Management  ||  Administration  ||  Registration  ||  Implementation ||

Administrators use the links in the Management, Administration and Registration areas of this page to navigate to the pages on which they set up and manage things like sub-accounts, user accounts, etc.

All users use the Home and Reports sections to edit their own user information, and to run or edit account-level reports.

Home

• My User Information – Update your own user information, or change your own password.

Reports

• Report List – List, run, preview, create or copy account reports, system reports and role-based reports for the current account.

• Create a Custom Report – Create an account-level report.

• Copy a Report – Copy account-level reports, using the Report Copy Wizard.

For Administrators only

 Videos:The Certain University "Settings and Preferences" course

 Video:"Account Settings" Overview (1 min)

Management

Available to Administrators only.

• Custom Event Data – Define the custom data to collect for all events in the current account.

• Role Details – Create and edit custom roles, which can be assigned to users for team-based event management/production.

• General Ledger – Set up the general ledger account structure for managing your event budget.

• Tags – Set up account-level tags, which you can use to flag attendees' interests

• Job Functions – Add job functions for use in the Speaker and Session Management module.

• Industries – Add industries for use in the Speaker and Session Management module.

• Registration Statuses – Assign tags to any of the standard registration statuses.

• Single Sign-On – View Single Sign On (SSO) connections for the account.
  (Note: System Master users—Certain Inc. team members—configure such connections on the same page.)

• Content Blocks – Set up custom communication content for use in this account.

Administration

Available to Administrators only.

• Account Information – Edit account information for the current account - the name and address to which Certain invoices will be sent.

• Sub-Accounts – Add, edit or delete sub-accounts of the current account; for example, for different clients or departments.

• User Information – Add, edit or delete users of this account.

• Display Header – Customize the display options for the current account (or choose to use those of the parent account).

• Account Usage – Report on numbers of events, registrations, imports, and test registrations within a date range.

Registration

Available to Administrators only.

• Custom Profile Data – Define the custom data to collect for all profiles in the current account.

• Financial – Edit account financial details, and set up e-commerce accounts.

• Printable Confirmations – Add/edit/delete account-level templates for printable confirmations.

• Account Invoices – Add/edit/delete account-level invoice templates for the current account.

Implementation

Most features are accessible to Administrators, with the exception of the Products feature which is only accessible to System Masters.

• Products – Select the modules and sub-modules enabled for this account. (Those selected can then be enabled in any event, on Plan > Configure > Options.)

• Security Settings – Set the security settings for this account.

• Account History – Display or download account-history information.

• API (API 1.0)– API Key and API Usage history for this account.

• Check-In Settings – Configure account-level settings and branding for the Certain Check-In app.

• Privacy Compliance – Configure compliance settings, such as Profile Anonymization, for this account. (Only available if the Data Privacy Module is enabled for the account.)

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• Salesforce Integration – As of August 2019, Certain has updated its Salesforce integration - to the new Signal Salesforce integration. This enhanced integration allows for improved data synchronization and streamlined workflows. 

• Third-party Plugins – Integrate Certain with Eloqua or Marketo.