Management Overview

Access via:  Account Settings > Management > Overview    (Accessible only to Administrators.)

Introduction

This summary page is the first page in the Management area of Account Settings  for administrators.

Each section lists the data from one of the other pages in the Management area:  Management Event Data" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Event Data,  Management Display Fields" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Event Display Data,  Management Roles" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Roles, and  Management General Ledger" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"General Ledger.

Click a page link in the left navigation panel, or  edit in a section to edit that data on its own page.

Event Data

Custom questions for all events in this account.

May be a multi-page list.

Edit on the  Management Event Data" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Custom Event Data page.

Content Blocks

Account-level blocks of HTML content for use in all events in this account.

Ideal for when you have content that is common to multiple events; you can set it up here instead of separately in each event,

Event Display Data

Assets such as images (and scripts, style sheets,  and other miscellaneous files) for use in multiple events in your account.

May be a multi-page list.

Edit on the  Management Assets" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Account Assets page.

Roles

Roles (job descriptions) that can be allocated to specific users in events in this account.

May be a multi-page list.

Edit on the  Management Roles" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Role Details page.

General Ledger

Expense accounts used for managing event budgets. Edit on the  Management General Ledger" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"General Ledger page.

Other sections in Left Navigation Panel,

but not included in this summary.

Content Blocks

Account-level  blocks of HTML content that you can include in many places that can included dynamic data fields; for example, an event display shell, email templates,. and forms.
Edit on the  Management Content Blocks" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Content Blocks  Management Registration Statuses" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;" page.

Assets

Assets such as images, (and  scripts, style sheets and other files) for use in multiple events ).Edit on the  Management Assets" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Assets  page,

Display Fields

Custom Event Display Fields for use in any events in this account. Edit on the  Management Display Fields" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Display Fields page.

Tags

Tags that can be applied to agenda items and sessions, for tracking attendees' interests, and to other items. Edit on the  Management Tags" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Tags page.

Job Functions

Job function names that can be used to classify sessions in the Speaker and Session Management module. Edit on the  Management Job Functions" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Job Functions page.

Industries

Industry names that can be used to classify sessions in the Speaker and Session Management module. Edit on the  Management Industries" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Industries page.

Registration Statuses

Assign tags to any of the standard registration statuses. Edit on the  Management Registration Statuses" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Registration Statuses page.

Single Sign-On

SSO (Single Sign On) connections for use in the account.

(Note: System Master users—Certain Inc. team members—configure such connections on the  Management Single Sign-On" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"SSO page. Administrator users have largely "read-only" access.)