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:
Adminstrative
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:
Start from the portal home page. Click Administration.
Click View Admins.
Find the user you'd like to update, and click their email address.
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.
Click Update to finalize the admin's new role type.