Certifi Knowledge Base

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General

The knowledge base for Certifi features & information applicable to everyone 🧑‍🤝‍🧑

Admin

This is the knowledge base for Admin actions in Certifi 👨‍💻

Worker

The knowledge base for Worker actions in Certifi 👷‍♂️

Popular Articles

How To: Archive a Certificate

Archived certificates will become unavailable to any organisation that has requested them. If there are obsolete certificates on your profile, you may wish to archive them. If you wish to archive a certificate, follow these steps.

How To: Approve or Reject a Certificate

Once a Worker has uploaded a certificate, Admin users will receive an email notification alerting them that it must be reviewed and approved. To approve or reject an uploaded certificate, follow these steps.

How To: Sign Up to Certifi as an Admin User

Signing up as an admin is a frictionless two-step process; this article describes these two steps to help remove ambiguity.

How To: Respond to a Certificate Request

If you are lacking an important certificate, an Admin user may manually request that you upload it to your Certifi profile. To respond to one of these certificate requests, follow these steps:.

Explained: The Admin Dashboard

The Dashboard is your Certifi homepage for timesheets and is customised to you. This article describes how the dashboard works and the information it displays.

How To: Filter Timesheets

If you have submitted or are responsible for a large number of timesheets within Certifi, it may be useful to filter the Timesheets tab to quickly find what you are looking for. To filter your Timesheets tab, follow these steps.

How To: Create an Admin User

For your company's security, creating a user account is an invite-only process. Only Supervisor users have permission to invite new users, and users only have access to your Certifi workspace once they accept their email invitation.

How To: Upload a Certificate

To ensure your compliance to work, it is important to add all of your certificates to your Certifi profile. To add a new certificate to Certifi, follow these steps.

How To: Change Your Password

At times, it may be helpful to change your password. To update your password, follow these steps.

How To: Approve or Reject a Subcontractor User

After signing up to Certifi, Subcontractor users can only access their workspace and submit timesheets once a Supervisor user has approved their company details. Follow these instructions to approve Subcontractor users.
General
  • Explained: Certifi's Timesheet Format
  • How To: Update Your Profile
  • How To: Filter Timesheets
  • How To: Change Your Password
  • Explained: Certifi's User Types
  • Explained: Certifi's Timesheet Process
  • Explained: Certifi's User Compliance States
  • Explained: Certifi's User Onboarding States
Admin
  • How To: Connect to Relay
  • How To: Connect to Xero
  • How To: Approve or Reject a Subcontractor User
  • How To: Remove a User
  • How To: Export a Timesheets Report
  • How To: Update Your Company's Information
  • How To: Update Another User's Profile Information
  • How To: Sign Up to Certifi as an Admin User
  • How To: Resend an Invitation to Certifi
  • Explained: The Admin Dashboard
  • How To: Renew a User's Certificate
  • How To: Approve or Reject a Timesheet
  • How To: Request a New Certificate
  • How To: Change Your Email Notification Preferences
  • How To: Create an Employee User
  • How To: Create a Subcontractor User
  • How To: Delete a Certificate
  • How To: Approve or Reject a Certificate
  • How To: Create an Admin User
Worker
  • How To: Archive a Certificate
  • How To: Respond to a Certificate Request
  • How To: Upload a Certificate
  • How To: Monitor Certificate Expiry
  • How To: Renew Your Certificates
  • How To: Create a Timesheet
  • How To: Sign Up to Certifi as a Subcontractor
  • How To: Sign Up to Certifi as an Employee
  • Explained: The Dashboard (For Worker Users)
  • Explained: Certificate Management (For Worker Users)
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