CertifID Administration

Learn about how admins can properly manage their company's account.

8 articles in this collection
Written by Bill Hook, Katie Stewart, and Nicole

Getting Started

How do I invite users?

Inviting new users is easy. Watch this video.

Written by Bill Hook
Updated over a week ago

How do I add wiring account information?

Add your company's escrow account information

Written by Bill Hook
Updated over a week ago

How Do I Change A User's Phone Number?

The following guide will help walk you through the steps to change a user's phone number.

Written by Nicole
Updated over a week ago

Billing and Payments

How do I add payment information?

You can pay either by ACH or CC with an easy one-time setup.

Written by Katie Stewart
Updated over a week ago

What are micro-deposits and why do I need to verify them?

Small deposits sent to your bank for security

Written by Katie Stewart
Updated over a week ago

How do I view my invoice?

Download your invoice anytime

Written by Bill Hook
Updated over a week ago

Frequently Asked Questions

What if the financial institution isn’t accurate when inputting our wiring information?

CertifID automatically provides financial institution based off the ABA number.

Written by Bill Hook
Updated over a week ago

How do I remove a user? Will they be gone for good?

Removing a user is easy without losing their CertifID activity.

Written by Bill Hook
Updated over a week ago