Approve a new user's account

Before you begin

After a user accepts your invitation and creates new account sign-in credentials, you'll get an invitation accepted email.

Approve a new user's account

  1. In your CertCentral account, in the sidebar menu, click Account > User Invitations.

  2. On the User Invitations page, find the new user account you want to approve.

  3. In the user's row, next to Date Created, click the Details link.

  4. On the User Invitation to page, review the information the user provided. Click Approve.

  5. In the Approve User Invitation window, configure the user's role and account access:

Restrict this user to specific divisions Check this box if you want to restrict the role to specific divisions. (See Unrestricted versus restricted.)
Note: This option only appears if you are using divisions in your CertCentral account.
User is restricted to the following divisions Select the divisions to which the user is restricted.
Note: This drop-down list only appears if you check Restrict this user to specific divisions.
Role Select a role for the new user: Administrator, Standard User, Finance Manager, or Manager. (See Roles and account access.)
Limit to placing and managing their own orders To create a Limited User role, select Standard User and check this box.
Approval Message to Invitee Enter a message to be included in the approval email.
  1. When you are done, click Approve.

What's next

The new user will receive an email stating that the account has been approved and activated. The email includes a link that takes them to the account sign-in page.