What this is
This article explains how a Super Admin can add a new or transfer user to the Sertifi portal with the appropriate Admin role.
When to use it
- A New Team member or Employee needs access to your Sertifi portal.
- You need to add or transfer an employee into the portal with Admin permissions.
Steps to take
This must be done by a Super Admin.
If you're not one:
Contact your Super Admin first. If they are unavailable or you do not know who they are, please email us at support@sertifi.com.
If you're a Super Admin:
- Log in to the Sertifi portal.
- Navigate to Administration > Create Admin.
- Enter the email address of the user and click Search.
- If the user already exists in the system (from another portal), they will appear.
- Select the appropriate Role (must be at least Admin).
- Enter the EID if applicable.
- Click Create Account.
- Repeat for each user you need to add
Common Errors
The enterprise ID is already associated with another user.”
If this error occurs please send the screenshots to support@sertifi.com.
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