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RegTech User Roles
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 ...
Create a New Event
To create a new event, follow the steps below: Click into your company dashboard click the Get Started button in the Create an Event section Or Click on Events in the left-side navigation and click on the New Event button in the top right corner 2. ...
Create a new Option Group
Option groups support questions that are asked on the registration form, essentially serving as an "answer bank." They are used for questions that do not require an open-text field answer. To create an option group, follow the steps below: Choose the ...
Create or Modify a Report
You can create custom reports or use system-generated reports to efficiently manage and monitor data. These reports are dynamic, providing real-time updates, and can be accessed at any stage of the event lifecycle-before, during, or after the event. ...
How to Build a Registration Form
To allow participants to sign up for your events, a registration site must be created. A well-structured registration form is essential for a smooth registration experience and a successful event. To build your registration form, follow these steps: ...