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Module 8: Account Management (Advanced)
Module 8: Account Management (Advanced)

A training module for Owners focused on account management.

Troy Kasting avatar
Written by Troy Kasting
Updated over a week ago

1. Account Set Up

Quiz yourself to ensure you understood key concepts.


1. How is an Organization different from a Business Unit?
a. An Organization is a sub-Business Unit
b. A Business Unit is owned by an Organization
c. An Organization is the top level of an account
d. Both b&c
e. Both a&c

2. Why do we recommend that an event has authentication enabled?
a. They are important for sending email blasts
b. They are required for account-based features such as personal schedules
c. They are not recommended except for online events.

2. User Permissions

Quiz yourself to ensure you understood key concepts.


1. How is an Owner different from a Team Member?
a. Owners have full permissions and Team Members have limited permissions
b. Owners can create and set permissions for Teams
c. Team Members cannot create teams
d. All of the above

2. Who has the ability to invite new admins to an account?
a. Attendease staff
b. Owners
c. Team Members
d. All of the above

3. Where can you manage user permissions?
a. From the Profile screen on the Organization dashboard
b. From the Teams tab on an Organization or Business Unit dashboard
c. Only Attendease staff can manage user permissions

3. The Details Screen

Quiz yourself to ensure you understood key concepts.

1. Why is it important to keep the billing email address up to date?
a. It will receive notifications if changes are made to the associated subscription
b. It will receive notifications when new registrations are completed
c. It will receive notifications when payouts are made
d. All of the above

2. What are some important details to note about business units?
a. It's the level of an account under which events can be created
b. It's a "sub-organization" (an account managed by an organization)
c. It has a Details screen where you can edit/manage important details
d. All of the above

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Answers:

1. d, b
2. d, b, b
3. a, d

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