New User Setup Wizard

Follow

The first time you log into your Certify account, you will be prompted to complete the New User Setup Wizard. This article shows you how to navigate through the New User Setup Wizard to complete the setup of your Certify Account. 

As a new user to Certify, the Welcome to Certify page displays and you are prompted to personalize your account settings. The Progress Bar in the upper right-hand corner will detail your setup progress. 

user_setup_1.png

Step 1: If your company uses Certify’s Multiple Languages feature, the DEFAULT LANGUAGE section appears. Click the arrow next to the Select Language field to open a drop-down menu and choose a language to use in your Certify account. Click Next.

user_setup_3.png

Step 2: Select your Default Currency from the drop-down menu provided. Click Next.

user_setup_4.png

Step 3: On the next page, enter your Mobile Phone number (optional). Select your country code from the drop-down menu provided, and enter the remaining numbers in the field provided. Click Next.

user_setup_5.png

Step 4: The ADDITIONAL EMAIL ADDRESS page displays. If needed, use the Add Email Address field to set a secondary email address. This address can be used to email receipts to your My Certify Wallet. Click Next.

user_setup_6.png

Step 5: From the ACCOUNT DETAILS section, confirm your account information is correct. To make changes, click Back. If the information listed is correct, click Finish.

user_setup_7.png

You can make changes to your account at any time by selecting My Account from your Certify account homepage. Please Note: Some changes require your Certify Administrator.

whats_next_2.png

After completing the New User Setup Wizard, the What’s Next panel appears on your Certify homepage for five consecutive logins. Only extra features selected by your company will be available within the panel. 

whats_next1.png

  • Get Certify Mobile takes you to the Add Receipts and Expenses Screen for instructions on how to download the Certify Mobile app. 
  • Configure Direct Deposit (if available) brings you to your My Account page to enter your bank account details. 
  • Add a Credit Card (if available) brings you to your My Account page to enter your credit card number(s), for credit cards selected by your company. 
  • Visit Training Camp takes you to the Certify Support Help Center to register for live trainings, view tutorial videos, and browse help articles

You can close What’s Next at any time by clicking the in the upper right corner.

whats_next_7.png

 

Was this article helpful?
3 out of 10 found this helpful
Have more questions? Submit a request

Comments