Managing Certify AP Users

Managing Certify AP Users

When syncing Emburse Expense Professional users access to Certify AP, all users are placed at the company level..

This article shows you, a Certify AP Admin, how to enable Certify AP users and move them to their appropriate departments.

  1. On your Certify AP homepage, click the gear icon.

    Settings menu opened from the Gear icon on the Emburse Professional home page.

  2. Click Users below the company-level.

    Department Configuration tree with Users under Circle Point Communications highlighted.

  3. To give Emburse Expense Professional users access to Certify AP, mark the Active checkbox for the user and click Save.Users list with Active checkbox selected and Save.
  4. You'll receive a confirmation message. The user can now access Certify AP through their Emburse Expense Professional account.

    Validation Summary: Update was successful after activating user access.

  5. After enabling the users who need Certify AP accounts, click the Department drop-down menu next to each user to select their department.

    Department field on Certify AP.

  6. Click Save.
  7. You'll receive a confirmation message. 

    Validation Summary: Update was successful after saving department assignments.

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