Create New Users

A Certify account is required in order to create and submit expense reports. This article shows you how, as a Certify Administrator, you can create new users. 

To open the Create New Users page, select the gear icon, and then select Create New Users.

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Create a New User

1. Enter the details for the new user.

Please Note: Bold fields are required. 

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If you do not want users to be notified that a Certify Account has been created for them yet, click the Do not send a Welcome E-mail checkbox.

2. Select Add New User if you would like to create additional users. 

3. Click Next to create the new user(s). 

 

User Bulk Upload Tool

1. To create multiple users at once, select bulk user upload tool.

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2. Enter a line item for each new user you want to create, following the template on the screen. The format for each line item should be Email Address,First Name,Last Name,Employee ID,Employee Type,Department,Approver E-mail/Employee ID,Approval Limit,Accountant E-mail/Employee ID,2nd Approver E-mail/Employee ID,Commute Distance,Commute Distance Miles or Kilometers

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3. Click Add These Users to generate a line for each user below the text box. Edit the details if needed. 

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4. Click Next to create the users.

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