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CertifID Administration

CertifID Administration

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

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6 articles in this collection
Written by Bill Hook

Moderators

Manage special roles within your team
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Written by Bill Hook
Updated over a week ago
Account Management

How do I add wiring account information?

Add wiring information from your dashboard.
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Written by Bill Hook
Updated over a week ago

How do I view my invoice?

Download your invoice anytime
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Written by Bill Hook
Updated over a week ago

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

CertifID automatically provides financial institution based off the ABA number.
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Written by Bill Hook
Updated over a week ago
User Management

How do I invite more users?

Inviting new users is easy. Watch this video.
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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.
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Written by Bill Hook
Updated over a week ago