Knowledge Base

Managing Credits


Frequently Asked Questions

#1 How to manually add a participant?

  1. Click Dashboard
  2. Click Credit Management in left side menu
  3. If there is more than one conference, select the applicable Conference from the dropdown list
  4. Under the Menu section, select + Add Single Participant
  5. If the person exists as a contact in the system, 
    1. Select the corresponding Certificate Type
    2. Search for the existing contact
  6. If the individual is new and a walk-in, under Add New Contact section
    • At minimum you need to populate, Firstname, Lastname and email address
    1. Select the corresponding Certificate Type
    2. Complete the listed fields
  7. Click Add button

#2 How to assign credits to all or individual Participants?

To Assign to ALL PARTICIPANTS

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. If there is more than one conference, select the applicable Conference from the dropdown list
  4. Click Manage Credits button
  5. In the pop-up window:
    • Certificate Type - select from the dropdown the type of certificate
    • Credit Amount - enter the total number of credits to allocate each individual
  6. Click Update button

To Assign to an INDIVIDUAL PARTICIPANT

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. If there is more than one conference, select the applicable Conference from the dropdown list
  4. Click Participants button
  5. Locate the name in the grid and click the check box beside the name of the participant
  6. Click Manage Credits
  7. In the pop-up window:
    • Certificate Type - select from the dropdown the type of certificate
    • Credit Amount - enter the total number of credits to allocate each individual
  8. Click Update button

#3 How to remove a person as a participant for credits?

  1. Click Dashboard
  2. Click Credit Management in left side menu
  3. If there is more than one conference, select the applicable Conference from the dropdown list
  4. Select Contact Certificate from left side menu
  5. Search for the individual, then click on the row the name appears on
  6. Click the Credit Groups tab
  7. Toggle the Yes/No button to No for the related event/conference you do not want the person to be able to seek credits for.
  8. Repeat steps 5 to 7 for each participant whom you do not want to have access to credits.

#4 How to manually edit a participant's credits for an evaluation?

  1. Click Dashboard
  2. Click Credit Management in left side menu
  3. If there is more than one conference, select the applicable Conference from the dropdown list
  4. Select Contact Certificate from left side menu
  5. Search for the individual, then click on the row the name appears on
  6. Click the Assign Credits tab
  7. Select the applicable Conference from the drop-down list
  8. Select the Certificate type
  9. You may manually assign the credits per evaluation

#5 How to remove a Credit Type?

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. In Select Conference, pick the appropriate Conference from the dropdown list
  4. Click Certificates button
  5. Click Update beside the credit type to be removed
  6. Set Archived = Yes
  7. Scroll down and click Update Credit Type button to save changes

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

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