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, as well as how to resend them to individual users.
On your account homepage, open the Edit User page, select Configuration, and then select View and Edit Users.
Send Welcome Emails to New Users
Step 1: In the Welcome Email drop-down, select Welcome Email Not Sent, and enter other parameters as needed, such as Account Status. Click Submit.
Step 2: Click Send Welcome E-mail Now.
Step 3: The users listed will receive a Certify Welcome Email with their initial login credentials.
Resend Welcome Email to an Individual User
This method may also be used to resend a user's Welcome Email that may not have been received when the user's account was initially set up.
Step 1: Enter search parameters to find a specific user or group of users. To view a list of all users, leave all fields blank and click Submit.
Step 2: On the View and Edit Users page, click the edit (pencil) icon next to the user's name to open the User's Details page.
Step 3: Select Resend This User's Welcome Email.
Step 4: Confirm that you would like to resend this user's Welcome Email.
Step 5: The user will receive a Certify Welcome Email with their initial login credentials.