How to Accept an Invitation as a Partner and Manage Vouchers

This guide walks you through the process of starting as a partner in Certiverse, from receiving an invitation email to signing up, creating an account, and finally accessing the voucher purchase portal and the voucher purchase section.

Step 1: Accept the Invitation

You will receive an email invitation with the following message [see here]

1. Click on Accept Invitation in the email.
2. • If you already have an account, log in using your credentials.You will be redirected to the Certiverse login page.
     
   
   
   • If you do not have an account, click Sign Up to create a new one.
3. If creating a new account, use the same email address to which the invitation was sent.
4. Set up your login by entering your email and password.
5. After creating your account, you will see a pop-up prompting you to enter your first and last name.
6. After entering your name, you will be directed to the Certiverse home page.

Step 2: Access the Voucher Portal

Once logged in:

1. Navigate to the Portals section.
2. Click on Voucher Portals.

• You now have full access to manage and distribute vouchers.

Step 3: Managing Vouchers

As a partner, you can:

• Make a Voucher Purchase
• Email vouchers directly to recipients.
• Modify assigned recipients for each voucher.
• Copy voucher codes for manual distribution.
• Bulk activate or deactivate vouchers.
• Set expiration dates for individual vouchers.
• Export voucher codes as a CSV file.
• Download invoices and receipts for financial tracking.
• Archive vouchers that are no longer needed.

This structured onboarding ensures that you can efficiently manage vouchers while maintaining control and organization over their usage.

• See here for a step-by-step video tutorial on how to make a voucher purchase, email vouchers, change the recipient, set expiration date, export vouchers, download invoice and receipts and export voucher codes as a csv file.

Contact Us

If you have any questions or need additional assistance, please contact us by either emailing support@certiverse.com or by submitting a ticket from this article.