Account & User Management
Adding users, changing roles, Super Admin access, and security group settings.
- Can I Cancel an Invitation I Already Sent to a User?
- How to Update an Authorization Form Title or Name — Classic
- Power Admin Has Security Group Access But Still Cannot View Credit Cards
- How to Add a Required ID Upload Field to a Credit Card Authorization Form
- EID Is Already Active on Another Account — How to Fix It
- What Is a Sertifi User Role and What Can a User Do?
- How to Add Contacts to Your Sertifi Address Book — Classic
- How to Update Your Sertifi Address Book — Classic
- Update Contact Information — Classic
- Change Your Password — Classic
- What Is a Super Admin in Sertifi and What Can They Do?
- Deactivating admins and users — Classic
- Security Groups — Classic
- How Sertifi Invitation Emails Work and How to Resend Them
- How to Add, Change, or Remove a User Role in Sertifi