Assigning the Treasurer Role

A Certify Administrator will need to assign the Treasurer permission necessary to manage ACH direct deposit reimbursements.  Treasurer permissions can only be assigned to a user in the Accountant, Executive, or Manager role, but may be assigned to several users.  This article describes how to assign the Treasurer role to a user. 

1. From your Certify Home page, click the gear icon to access the System Configuration page.

2. Click Manage Users. You can create a new user with the Treasurer role permissions, or add the Treasurer role permission to an existing user. In this example, it is added to an existing user. 

3. On the Manage Users page, use the search bar to find a specific user, or use advanced filters to find a group of users. 

4. To open the User Details page, click the tri-dot icon next to the user.

5. Click Edit User from the dropdown menu. 

6. Check the Treasurer checkbox to assign them the Treasurer permission. 

This checkbox will only appear for those who are reimbursing through Certify ACH.

7. Click Save Changes when finished.

8. On the user's Home screen, they will now have a box called Reimbursements. This box is used to initiate ACH reimbursements to employees.


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