How to Add a New User
Client's sometimes would like additional users added to their company to assist with communication with their payroll company. They would need to be added in two places, Zendesk and CertiPay Online.
ZenDesk
1. Hover over the "+Add" button in the top section.
2. Enter the full name and email address of the new user and click "Add".
Note: if you receive the error message "Email already in use" it is due them already having existing tickets in Zendesk. You will need to search the email address and select the users section on the search screen to enter the user's profile.
3. The user profile will appear for the user that you created. You will then need to enter the organization and phone number on the left hand side.
CertiPay Online
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When you're on the company dashboard, select the "Admin" drop down on the left hand side to click "User Management".
2. Click "Invite New User".
3. Enter the user's full name and email address. The company will automatically be populated on the Companies section. Click "Send Invite" once all the information is entered.
The user will receive the new user invite email. They will need to complete the registration process as if they do not have an SSO login unless they are a user to another company and would like to have the same login credentials for all companies.