How to Stop a Former Employee from Receiving Sertifi Notifications

Overview

If a former employee is still receiving Sertifi notifications, their account needs to be deactivated in the portal and their email removed from any notification settings.

Who can do this

Super Admins only.

Step 1 — Deactivate their account

1. Log in to your Sertifi Classic portal.
2. Go to Administration > View Admins.
3. Find the former employee's email address.
4. Click their email and set the Role to Disabled.
5. Click Update.

Step 2 — Remove from security groups

1. Go to Administration > Account Settings > Security Settings.
2. Click the silhouette icon next to each security group.
3. Find the former employee and remove them from any groups they belong to.

Step 3 — Remove from notification settings

1. Go to Administration > Account Settings > Email Settings.
2. Check the Blind CC field and any notification email fields.
3. Remove the former employee's email address from any fields where it appears.
4. Also check Payment Settings > Payment Form & Receipt Settings for their email.
5. Click Save Changes.

Still receiving notifications after these steps?

Contact Sertifi Support at [e-mail] with the former employee's email address and your portal name.