Super Admin

A Sertifi Super Admin has more permissions and flexibility than any other Sertifi role in the portal. A Sertifi Super Admin can sign and send documents for signature and payment or authorization, create Admins, see all files within the portal, and configure the portal and signing room experience for clients.

This role can perform the same functions across the Sertifi stack. However, some settings might be slightly modified or obsolete if you use Sertifi eAuthorizations. For more information on any modifications, see the individual role pages.

If you're a new Sertifi Super Admin, use one of our Super Admin quick start guides to get your team up and running:

• Security Settings Overview
• eAuthorizations Team Setup
• ePayments Team Setup
• eSignatures Team Setup

Super Admins can perform the following functions in the Sertifi portal:

• Administrative
  • Update their user profile
  • Add/edit/remove contacts from the Address Book
  • Add/edit/remove signing documents, reference documents, and signature location templates
  • Add/edit/remove admins and users from the portal
  • Search for documents by their FileID
• Account Settings
  • Update the general account settings
  • Configure/Edit Sending Page Defaults
  • Configure/Edit Payment Settings
  • Configure/Edit Real Time Updates
  • Configure/Edit Reminders & Notifications
  • Configure/Edit Security Settings
  • Configure/Edit Email templates
  • Configure integrations
  • Contact Sertifi to enable additional portal settings