Clients can have admin accounts that provide access to different settings.
The different user roles and their functions are outlined below:
- Company Admin:
- Full control over Company information
- View, edit and archive Company Dashboard
- View and edit Company Info
- Can access printer information for badges
- View, edit, and add users
- Send password reset emails and deactivate/activate users
- Cannon create an admin user (must reach out to PM or support team)
- View and edit Payment methods
- View and edit invoices
- View and edit company blacklist
- Full control over Events
- Create, duplicate, edit event details and enable modules
- Full control over Participant records
- Full control over Registration module
- Full control over Lead Retrieval module
- Full control over Attendance Tracking module
- Full control over Badges module
- Limited control over Assessments and Certifications
- Can view and access Assessments & Certifications module
- Cannot edit or create quizzes/surveys or certificates
- Full control over Company information
- Company User:
- Limited control over Company Information
- View company dashboard
- View company info
- Can access printer information for badge
- View users
- No control over events
- Does not have access to payments page to view all payments history
- Full control over Participants records
- Limited control over Registration module
- Cannot edit payment process credentials but they can view it
- Limited control over Lead Retrieval module
- Cannot edit payment process credentials but they can view it
- Full control over Attendance Tracking module
- Full control over Badges module
- Limited control over Assessments and Certifications
- Can only view and edit the design and settings
- Limited control over Company Information
- Reports Only:
- Can only access reporting but can view company dashboard and information