Overview (Management)

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: Event Data, Roles, and 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 Custom Event Data 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 Role Details page.

General Ledger

Expense accounts used for managing event budgets. Edit on the General Ledger page.

 

Other sections in Left Navigation Panel,

but not included in this summary.

 

Tags

Tags that can be applied to agenda items and sessions, for tracking attendees' interests, and to other items. Edit on the Tags page.

Industries

Industry names that can be used to classify sessions in the Speaker and Session Management module. Edit on the Industries page.

Job Functions

Job function names that can be used to classify sessions in the Speaker and Session Management module. Edit on the Job Functions page.

Registration Statuses

Assign tags to any of the standard registration statuses. Edit on the 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 SSO page. Administrator users have largely "read-only" access.)

Content Blocks

Account-level  blocks of HTML content that you can include in many places that can included dynamic data fields; for exanmple, an event display shell, email templates,. and forms.
Edit on the Content Blocks  page.

 


Envelope Any comments about this Help topic?

© 2020 Certain, Inc.