Managing Certify AP Users


When syncing Certify Expense users access to Certify AP, all users are placed at the company level..

This article shows you, a Certify AP Admin, how to enable Certify AP users and move them to their appropriate departments.

Step 1: On your Certify AP homepage, click the gear icon.


Step 2: Click Users below the company-level.


Step 3: To give Certify Expense users access to Certify AP, mark the Active checkbox for the user and click Save.managing_users_2.jpg

Step 4: You'll receive a confirmation message. The user can now access Certify AP through their Certify Expense account.


Step 5: After enabling the users who need Certify AP accounts, click the Department dropdown menu next to each user to select their department.


Step 6: Click Save.


Step 7: You'll receive a confirmation message. 


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