Adding Users to Certify AP Roles

Adding Users to Certify AP Roles

Emburse Professional Administrators can enable certain employees to have permissions across the entire company or multiple departments, instead of just one department by using User Roles in Certify AP.

In order to add users to these roles, you must first Create Certify AP Roles.

  1. Within your Department Configuration page in Certify AP, click the plus icon next to the Roles heading under the department in which you created the role, or click Roles under your company name.

    Department Configuration tree with Users node under Circle Point Communications.

  2. Click the name of the role.

    Department Configuration showing name of the role.

  3. Click the Add User tab.

    Certify AP with Add User tab selected.

  4. To search for an employee, enter the employee's first or last name in the field provided. Then, click Search.

    Search field on Certify AP.

  5. The employee's name and department appear below. Click the Add to Role icon to add this employee to the role.

    Certify AP showing Add to Role.

  6. Click the Users in Role tab to see that the employee now has this permission.

    Certify AP with Users in Role tab selected.

View our article on Managing Certify AP User Roles for further information.

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