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Sertifi Support Site


There are five role types that can access the Sertifi portal, each with a certain level of access to portal functions and configurations.


If you're assigned a certain role type, but find that you need a higher level of access, contact the Sertifi Super Admin for your portal. Only Super Admins can make changes to your permissions, or assign you a new role.

Regardless of role level, no user can view payment information, like unmasked credit card numbers, by default. All users, including Super Admins, must be added to the appropriate security group in order to view payment information.

The following table shows the default permissions enabled for each role.





Power Admin

Super Admin

Update personal info

Add/remove contacts

Update portal settings, email templates, and signing room experience

Access the Document Library

Search by FileID

View admins

View Users

Create admins/users

Manage security groups

Resend activation link

View their own folders

View other user folders

Bulk send

Add markups

Sign documents

Send documents for signature

Send authorizations

Send payments

View payment information (see note at the top of this page)

Edit sending page defaults

Create reports