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Emburse Certify is pleased to allow Administrators to bulk update approvers and emails from a single location.
Bulk Updating Approvers
Step 1: From your Certify homepage, navigate to the Configuration screen by clicking the gear icon in the top right corner.
Step 2: Under Certify Tools, select Update Approvers.
Step 3: The Approvers/Accountants Bulk Update page opens. Copy and paste the necessary data from a preferred spreadsheet software into the textbox provided:
- User Email
- Approver’s Email
- Second Level Approver’s Email
- Accountant’s Email
If a user does not have a second-level Approver or Accountant, use the ‘{remove}’ keyword. Values left blank will be ignored.
Step 4: Click Next when finished. A confirmation screen opens with details of the changes.
Bulk Updating User Email Addresses
Step 1: From your Certify homepage, navigate to the Configuration screen by clicking the gear icon in the top right corner.
Step 2: Under the Certify Tools section, select Update Emails.
Step 3: The ‘Email Bulk Update’ page opens. Copy and paste the necessary data from a preferred spreadsheet software into the textbox provided.
Please Note: Users’ old email addresses are listed under the left column, while new addresses should be in the right, as shown below.
Step 4: Click the Next button when finished. A textbox appears with confirmation of your changes. If an error occurs, confirm whether the ‘old’ email exists in the system and if the data is correctly formatted.
