Managing Certify AP Users

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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 Configuration tab.

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Step 2: Click Users below the company-level.

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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.

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

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Step 6: Click Save.

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Step 7: You'll receive a confirmation message. 

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