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Sertifi Support Site

Super Admin

Super Admins are the highest level of user in a Sertifi portal. A Sertifi Super Admin can sign and send documents for signature and payment or authorization, create Admins, see all files within the portal, and configure the signing experience for clients.

Super Admins can perform the following functions in the Sertifi portal:

  • Administrative

    • Update user profile information

    • Add/edit/remove contacts from the Address Book

    • Add/edit/remove signing documents, reference documents, and signature location templates

    • Add/edit/remove admins and users from the portal

    • Search for documents by their FileID

  • Account Settings

    • Update general account settings

    • Configure/Edit Sending Page Defaults

    • Configure/Edit Payment Settings

    • Configure/Edit Real Time Updates

    • Configure/Edit Reminders & Notifications

    • Configure/Edit Security Settings

    • Configure/Edit Email templates

    • Configure integrations

    • Contact Sertifi to enable additional portal settings

Changing Admin Levels

Super Admins can alter the role types of other admins, which can expand or restrict their permissions in your Sertifi portal.

To change an admin's level:

  1. Start from the portal home page. Click Administration.

  2. Click View Admins.

    view_admins.png
  3. Find the user you'd like to update, and click their email address.

    edit_email.png
  4. On the admin's profile page, select a new role from the Role dropdown menu.

    If you need to remove an admin's access from the portal, set their role to Disabled.

    update_admin.png
  5. Click Update to finalize the admin's new role type.