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Assigning the Treasurer Role

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A Certify Administrator will need to assign the Treasurer permission necessary to manage ACH direct deposit reimbursements.  Treasurer permission can only be assigned to a user in the Accountant, Executive, or Manager role, but may be assigned to several users.  This article describes how to assign the Treasurer role to a user. 

Step 1: From your Certify Home page, open the Configuration page.

Step 2: Search for the user in View and Edit Users.

Step 3: Use the pencil icon to open the user's account record. 

Step 4: Select the Treasurer check box to assign them the Treasurer permission. 

Please Note: This checkbox will only appear for those who are reimbursing through Certify ACH.

Step 5: On the Home screen, the Treasurer will now have a box called Reimbursements. This box will be used to initiate ACH reimbursements to employees.

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