Event Registration: A2Z RegTech: User Roles

RegTech User Roles

Idea
Clients can have admin accounts that provide access to different settings.

The different user roles and their functions are outlined below:

  1. 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
  2. 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
  3. Reports Only:
    • Can only access reporting but can view company dashboard and information 

    • Related Articles

    • Create a New User

      A company admin can create additional users for the company. Additionally, you can activate/deactivate other company users and prompt reset password emails to company users. To create a new user, follow the steps below: In the left-side navigation ...

    • 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. ...

    • Registration Types

      Registration types provide registration categories and are necessary to set conditional logic on the registration form. Examples of common registration types are Attendee, Speaker, and Exhibitor. To create registration types, follow the steps below: ...

    • Activate the Registration Module

      If you have contracted for RegistrationTech, the Registration module must be activated for your event. To activate the Registration module, follow the steps below: From your company dashboard, click into your event In the Registration tile, click ...

    • 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: ...