How to View, Edit, or Deactivate Admins — Classic

Who can do this

Super Admins only. If you do not have Super Admin access, contact your portal's Super Admin.

How to view all admins

1. Log in to your Sertifi Classic portal.
2. Go to Administration > View Admins.
3. You will see all users including Admins, Power Admins, Super Admins, and Auditors.
4. Click any user's email address to open their profile.

How to change a user's role

1. Go to Administration > View Admins.
2. Click the user's email address.
3. Select a new role from the Role dropdown.
4. Click Update. (Pressing Enter will not save — you must click Update.)

How to deactivate a user

Set the user's role to Disabled using the steps above. This removes their login access while preserving their file history. Do not delete accounts that have sent or received documents.

How to reactivate a user

1. Go to Administration > View Admins.
2. Find the user (you may need to filter by Disabled status).
3. Click their email and change the role back to their previous level.
4. Click Update.

Still need help?

Contact Sertifi Support at [e-mail].