How Do I Get Portal Access to Sign or Send Documents?

Introduction

Welcome to Sertifi by Flywire's guide on gaining access to the Sertifi portal. This portal allows hotel and venue staff to securely sign invoices and send important documents electronically, streamlining your workflow with efficiency and security in mind.

Which Situation Applies to You?

If you've never had access to the Sertifi portal before and don't know who at your organization manages it, see "I've Never Had Access Before" below. If you already received an invitation or have logged in before, but can't sign or send documents, skip to "Accessing the Sertifi Portal."

I've Never Had Access Before

If you've never logged into the Sertifi portal and aren't sure who manages access at your organization:

1. Check with your manager or front office/accounting team — most properties have a designated Super Admin who manages Sertifi users.
2. If no one at your property knows who the Super Admin is, contact Sertifi Support with your property name and brand, and we can help identify or reset your organization's admin access.
3. Once you know your Super Admin, ask them to follow the steps in "Accessing the Sertifi Portal" below to create your account.

Accessing the Sertifi Portal

To gain access to the Sertifi portal, please follow these steps carefully to ensure you can sign invoices or send documents without delay.

Step 1: Check for Initial Access Email

Make sure you have received the initial access email from the sender. This email contains your invitation to join the portal. If you have not received this email, contact the sender and request that they resend the invitation or provide you with a new access link.

Step 2: Verify Your User Role

If you have received the initial invitation but still cannot access the portal, it may be because your user role is set to User rather than a higher-level role. Roles are tiered — User, Admin, Power, and Super — and only roles above User (Admin, Power, or Super) have full access to sign and send documents.

Step 3: Request Role Adjustment by a Super Admin

Ask a current Super Admin in your organization to update your role within the Sertifi portal. They can do this by navigating to Administration > Create Admin, entering your email address, selecting the appropriate role, and creating your user account. Each user needing access should be assigned accordingly.

Need Additional Assistance?

If you encounter any challenges during this process or need further help, please contact your organization's Super Admins directly. They are equipped to provide the necessary support.

Additional Resources

For more information about Sertifi by Flywire and its electronic authorization, eSignature, and payment collection solutions tailored to the hospitality industry, visit our website at https://corp.sertifi.com/ or learn more about our partnership with Flywire at https://www.flywire.com/hilton-sertifi-by-flywire.

Conclusion

Ensuring you have the correct access to the Sertifi portal is essential for efficient document management and secure payment processes within the hospitality industry. Follow the steps outlined above, and don't hesitate to reach out to your Super Admins for support. We appreciate your commitment to enhancing customer satisfaction through seamless technology.