Admin

How To: Connect to Relay Relay is a workforce management tool also operated by mmtm. With your two organisations connected, your timesheets will automatically pre-fill with the work you've been assigned for the week in Relay.

How To: Connect to Xero Xero and Certifi work great together to automatically keep your financial information in sync safely and securely. Use this article to connect your Certifi Organisation to your company's Xero account.

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.

How To: Remove a User At times, removing a user from your Certifi workspace may be necessary. Follow these steps to delete a user from your workspace within Certifi.

How To: Export a Timesheets Report Certifi supports exporting your organisation's timesheets in a .csv format. Many users find this useful for visualising and tracking their timesheet data. To create an export of your organisation's timesheets, follow these steps:

How To: Update Your Company's Information As a Supervisor user, you may want to change your company information within Certifi, such as primary contact details and company address. To edit your company information, follow these steps.

How To: Update Another User's Profile Information Supervisor users can update any user's Certifi profile details using the User Profile page. To make changes to a user's Certifi profile, 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: Resend an Invitation to Certifi If a user is struggling to sign up for Certifi or has lost their invitation email, Certifi's User Management page can be used to send a fresh invitation email to the specified email address. Follow these instructions to resend an invite.

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: Renew a User's Certificate As an Admin user, you can renew certificates on behalf of Worker users. To renew a certificate, follow these steps.

How To: Approve or Reject a Timesheet In accordance with Certifi's four-step timesheet approval process, Admin users are required to manually approve or reject submitted timesheets. Timesheets needing approval can be accessed via both the Dashboard and the Timesheets page within Certifi. To approve or reject a timesheet, follow these steps.

How To: Request a New Certificate If a Worker is missing an important certificate, Admin users can send them a request to upload it. To request certificates, follow these steps.

How To: Change Your Email Notification Preferences Admin users can control when they receive notifications about uploads and expiries of certificates and timesheets. To manage your email preferences, follow these steps.

How To: Create an Employee 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. To create an Employee user, follow these steps.