How to Create a New User or Admin — Classic

Who can do this

Super Admins only.

Steps

1. Log in to your Sertifi Classic portal.
2. Go to Administration > Create Admin.
3. Enter the new user's email address and click Search.
4. If the email is already in the system, you will see a message showing their current role. Click Change Role if you want to update it instead.
5. Select a role from the dropdown.
6. Select which workflows they should have access to: Agreements, Authorizations, or All.
7. If your portal uses SSO (Marriott EID, Hyatt Global ID, Hilton), enter the user's Enterprise ID in the EID field.
8. Click Create Account.

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

Role levels

Role	What they can do
User	Sign documents only — cannot send or manage files
Admin	Send documents and view their own files
Power Admin	View all files across the portal and access reports
Super Admin	Full access — manage users, settings, and permissions
Auditor	View-only access to all files — cannot send or edit

Note: Credit card viewing access is separate from role level and is managed through Security Groups. See: How to View or Unmask Credit Card Information.

User not receiving the activation email?

Go to Administration > Resend Activation Link, enter their email, and click Resend Email.

Still need help?

Contact Sertifi Support at [e-mail].