Creating admins with SSO — Classic

Creating admins with SSO

1. Navigate to Administration > Create Admins.

2. Enter the email address of the user you'd like to make an Admin, and then click Search. The Sertifi system locates the user for you.

3. Click the role you want to assign to the user from the dropdown. You can also designate which workflow they should have access to – Agreements, Authorizations, or All.

   For more information about user roles, see Sertifi Roles.

   

4. Enter the Enterprise ID for the Admin or higher role.

5. Click Create account for user. The profile for SSO is created.