Sending Welcome Emails

To log on to Certify for the first time, a user must be sent a Certify Welcome Email. The Welcome Email contains a password that the user will use to log on and get started creating an expense report.

This article shows you how to send Welcome Emails to new users. You can also resend welcome emails if needed.

1. On your Certify homepage, select the gear icon. On the System Configuration page, select Manage Users

2. Under the User Records section, use the Advanced Filters to find those who haven't been sent a welcome email. 

3. Click the Tri-Dot icon in the table header, and select Send Welcome Emails.

4. Confirm that you would like to resend these users' Welcome Email and click Send. 

The users from the search will receive a Certify Welcome Email with their initial login credentials.

Was this article helpful?