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  1. Sertifi Support
  2. General
  3. Account & User Management

Account & User Management

Adding users, changing roles, Super Admin access, and security group settings.

  • Shift4 End of Day Report — Classic
  • Rollup Report Payments End of Day for All Sites — Classic
  • Rollup Report: Admins by Site — Classic
  • Rollup Report: Monthly Totals by Site — Classic
  • Payments: Transaction Status — Classic
  • Payments: End of Day — Classic
  • Payment Schedule Report — Classic
  • MerchantLink End of Day — Classic
  • Report Filters — Classic
  • Authorization Usage by Sender Report — Classic
  • Document Database Report — Classic
  • Deactivated Users Report — Classic
  • Admin Activity by Site — Classic
  • Viewing and Exporting Report Results — Classic
  • Custom Reports — Classic
  • Managing Portal Admins — Next Gen
  • Creating a Custom Report — Classic
  • How to Resend an Activation Link — Classic
  • Deactivating admins and users — Classic
  • Creating admins with SSO — Classic
  • How to Create a New User or Admin — Classic
  • View Users — Classic
  • Reactivating admins — Classic
  • View Admins — Classic
  • How to View, Edit, or Deactivate Admins — Classic
  • Default Documents — Classic
  • Sending Options — Classic
  • Default Signers — Classic
  • Additional Input Fields — Classic
  • Configure or Edit Sending Page Defaults — Classic
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