Managing Certify AP Users

When syncing Certify Expense 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.


2. Click Users below the company-level.


3. To give Certify Expense users access to Certify AP, mark the Active checkbox for the user and click Save.managing_users_2.jpg

4. You'll receive a confirmation message. The user can now access Certify AP through their Certify Expense account.


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


6. Click Save.


7. You'll receive a confirmation message. 


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