Creating accounts for your users — Classic

Creating accounts for your users

Each employee or staff member using your Sertifi portal requires an account. Sertifi has account role types, each with certain permissions to the users assigned to that role.

You can learn more about the various roles in the Sertifi portal in order to determine which roles you should assign to your users.

To create a new user account:

1. Navigate to Administration > Create Admin in the Sertifi portal.

2. Enter the email address you want the user to use when accessing Sertifi.

3. Select the role you want to assign for that user.

4. Click Create Account for User.

5. Repeat the process for each user you want to add to the portal.