Create Users and Admins — Classic

Create Users and Admins

To create a new user or admin:

1. Navigate to Administration > Create Admins.

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

   Tip

   If a user is already assigned an admin role, you'll receive the following message: [email address] was found in our system and is already a [user role] for your site.

   You can click Change Role to update the role for the user.

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

   For more information about user roles, see Sertifi Roles.

   Caution

   Admin accounts of any level cannot access credit card information by default. Admins who need to access credit card information must be added to a security group with that permission in order to view unmasked cards. See more about Security Groups.