How to Add, Change, or Remove a User Role

Who can do this?

Super Admins only. Role changes must be made inside the portal — they cannot be processed by email request.

Role levels

Role	What they can do
User	Sign documents only — cannot send or manage files
Admin	Send documents and view their own file rooms
Power Admin	View all admins' file rooms and portal reports
Super Admin	Full access — manage users, settings, and permissions
Auditor	View-only access to all files — cannot send or edit
Disabled	No portal access — account is preserved but inactive

Note: Credit card viewing access is separate from role level and is managed through Security Groups.

How to add a new user

1. Go to Administration > Create Admin.
2. Enter the user's email address and click Search.
3. Select a role from the dropdown. Enter an EID if your portal uses SSO.
4. Click Create Account.

The user will receive an activation email. They must click the link and complete activation before they can log in.

How to change an existing user's role

1. Go to Administration > View Admins > View All.
2. Click the user's email address.
3. Select the new role from the Role dropdown.
4. Click Update.

Important: Pressing Enter will not save the change — you must click Update.

How to remove a user's access

Set the user's role to Disabled. This removes their ability to log in while preserving their file history. Do not delete accounts if the user has sent or received documents.

Still need help?

Contact Sertifi Support at [e-mail] with your portal name and the user's email address.