Create New Users

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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 Configuration, and then select Create New Users.

Create a New User

Step 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.

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

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

 

User Bulk Upload Tool

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

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Step 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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Step 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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Step 4: Click Next to create the users.

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Comments

  • Avatar
    Daniel Huls

    It would also be nice for this article to define what the differences are between each Role.

  • Avatar
    Kaley O'Hara

    Hello Daniel! The user roles are as follows:
    Employees - Ability to submit expense reports
    Managers - Ability to submit expense reports, approve expense reports
    Executives - Ability to submit expense reports, approve expense reports, increased reporting features
    Accountants - Ability to submit expense reports, process expense reports, access to all reporting features
    - Certify Support

  • Avatar
    Liz Cyrus

    After adding users, I have to use the edit function to add their approver. It would be great if this was on the original screen.

  • Avatar
    Andrew McFarland

    Hello Liz,

    We do offer a bulk upload tool, which includes adding approvers and accountants. To use the bulk upload tool, select "Configuration", then "Create New Users" and select "bulk user upload tool".