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, support personnel, etc.—not the 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:

• Select a user within their account or client accounts (Administrators only)

• Modify that user's contact information and Login Id

• Assign a user type to the user (Administrators only)

• Adjust system preferences and default settings for the user

• Set 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.)

• Sales Demo – Read-only functionality to allow prospects to evaluate application. (For Certain, Inc. employees only.)

• Administrator – 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), copying events, full add/edit/delete permission for events, access to all registrations and reports.
  (Does not have access to the Account Settings area, in which Administrators administer sub-accounts, users, etc.)
  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. Able to add/edit/delete registrations.
  (Does not have access to add/edit/delete event-setup information.)
  May also import registration agenda data if the Import registration data option under User Access below is selected.

• Reports and Approval – 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.
  (Does not have access to add/edit/delete event-setup information.)
  Note: The "Approval" in this User Type's name is unrelated to the Qualification and Approval module, which it predates. You might think of it as a "Reports Plus" user type.

• Reports Only – Access to run reports and export data to standard formats.
  (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.

• Reviewer – Access to only those events in which they are a reviewer. That is, where a rule has been assigned to them in Qualification > Rules.
  Access is to current and upcoming events only, not to past ones.
  This User Type is only available if either the Qualification and Approvals module is enabled for the account.

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