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Get Started

When new eConfirmations are available, you and designated team members are notified by email. You’re directed to the eConfirmations Report within your Portal to retrieve payment data.

Note

You must be a Super Admin in order to configure the portal for eConfirmations. This includes adding Admins and enabling email notifications.

Getting Started Video

Watching the Getting Started video to see how to add your team:

Add Admins to Your Portal

To add Admins to your portal:

  1. Login to your portal.

  2. Navigate to Home, then click Administration -> Create Admins

  3. Type the email address of the team member you wish to add.

  4. Click Search

  5. You’re then prompted to assign a Role. Select Power Admin from the drop-down menu.

    Caution

    Super and Power Admins are the only Admins who can securely view payment data. Thus, it is a best practice to ensure that all of your admins are Power Admins or higher.

  6. The team members added will receive an email notifying them that they’ve been added as an Admin to the Portal. They’ll then need to update their password and activate their account.

Set Up Email Notifications for Admins

Once you’ve added team members as Admins, you should also set up email notifications of new eConfirmations.

  1. Login to your Portal.

  2. Navigate to the home page, then Administration > Account Settings > Integrations > eConfirmations.

  3. Here, you determine who you want to receive email notifications when new eConfirmations are available. To add people to this list, enter their email address.

    Tip

    When adding multiple people, separate each email address with a comma.

    Example: [email protected], [email protected], [email protected], [email protected]

    Note

    As a best practice, Sertifi recommends enabling email notifications for all Admins, including yourself, who may need to enter payment data into your PMS upon a guest’s check in

  4. Click Save. These email addresses will receive an email notification each time a new eConfirmation is received.

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