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Allowing Others to Create and Submit on Behalf

If you have an administrative assistant you can allow that individual to create and submit expense reports on your behalf.

To configure a Delegate User, find the Current User drop-down that is in the top of every page in Certify and select Manage Delegate Users. Use the Select a User control to select your assistant and then check the permission labeled "Create expense reports and submit on your behalf" and click Save Permissions. You can edit the permissions at any time.

Delegate Users with the "Create and Submit" permission will gain access to your account by logging into Certify with their own account, and then selecting your name from the Current User drop-down. When another user creates and submits expense reports on your behalf, that user will be copied on e-mails that pertain to the approval and processing of your expense reports.