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.
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.
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
Step 3: Click Add These Users to generate a line for each user below the text box. Edit the details if needed.
Step 4: Click Next to create the users.
We don't have 2nd approver, but I am receiving this message "Please enter a valid 2nd Approver email address" when I click next. I added "2nd Approver Email" as shown above but am still getting the error message.
Hi Tony!
2nd Approver field is optional when creating a new user. Having said this, if a second approver is needed, a valid email address must be entered. It should follow a standard email format, such as "user@company.com"
-Certify Support