Assigning the Treasurer Role

A Certify Administrator will need to assign the Treasurer permission necessary to manage ACH direct deposit reimbursements.  Treasurer permission 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 Configuration page.

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2. Search for the user in View and Edit Users.

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3. Use the pencil icon to open the user's account record. 

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4. Select the Treasurer check box to assign them the Treasurer permission. 

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

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5. On the Home screen, the Treasurer will now have a box called Reimbursements. This box will be used to initiate ACH reimbursements to employees.

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