How to Disable/Remove Access from an Admin — Legacy

What this is 

This article explains how to change an Admin’s role to Disable from your Sertifi portal.

When to use it

You want to remove an Admin from your portal or prevent them from accessing it.

Steps to take
 

If you're not a Super Admin:

1. Please contact your Super Admin First. 
2. Only a Super Admin can change another Admin’s role to Disable.

If you're a Super Admin:

1. Log in to the Sertifi portal.
2. Go to Administration > View Admins > [View all].
3. Find the Admin’s email address and click it.
4. 
5. In the user info screen, select the desired role from the Role dropdown.
   • To remove access, change the role to User (this keeps their files accessible).
   • While Disabled is an option, we recommend User especially if Admins are switching portals. Disabled prevents All access to the portals including being able to sign a form. 
6. Click Update to save changes.
   • ⚠️ Important: Pressing Enter on your keyboard will not save the change—be sure to click Update on the screen.

What to do if this doesn't work

• Check for typos in the email address.
• Make sure you clicked Update (not just Enter).
• Still having trouble? Contact us directly or email [e-mail].