Bulk Update Delegate Users

Administrators can use the Import Records tool to bulk update multiple user's delegates at once. 

Certify recommends pasting the column headers for the below tools into your preferred spreadsheet software, and then copying that data over into the text boxes provided.

1. From your Certify homepage, navigate to the System Configuration screen by clicking the gear icon in the top right corner. 

2. In the Certify Tools section, select Import Records.

3. Select Delegates from the drop-down menu.

4. Click Next to start importing the necessary records.

5. Paste each delegate user’s email address (Authority Email), their delegate’s email address (Delegate Email), and what level of access should be granted to the delegate; Submitting expense reports, Approving reports, running Reports, and booking Travel.

data import wizard_delegates

6. Typing True under the Submit, Approve, Report, Travel and Full Control headers automatically grants the delegate access to all four tasks.

full control

For more information about delegates in Certify, refer to this Help Center Article. 

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