Managing Participants — Next Gen

Managing Participants

To update a participant's email address:

1. Click the blue pencil icon next to the participant's name.

2. Enter the new email address.

3. Click the checkmark icon to save.

4. Optional, but recommended – click the blue envelope icon to send an invitation to the participant's new email address.

To remove a participant, click the red X circle icon next to a participant's name.

View/Unmask Credit Card Information

Note

For a video guide on unmasking cards, refer to our FAQ.

Note

In order to view credit card information, your account must be assigned to a security group with that permission. See more in Configure & Edit Security Settings.

1. In the Folder Maintenance page, find the authorization for which you'd like to see credit card information.

2. Click the blue eye icon in the Action column.

3. A verification window will pop up, prompting you to enter a PIN number. This PIN number will be sent to the email address associated with your Sertifi account.

4. Enter the PIN number. You'll then have 60 seconds with which to view credit card information.