How to Set Up Your Organization in the Certiverse Admin Portal

As a Certiverse Admin, setting up your organization within the portal is a key task to ensure smooth operations.

Tap the video to pause the demo or manually advance each step.

Step 1: Access the Admin Portal

1. Click on "Portals"
   Navigate to the Certiverse Admin Portal by selecting the Portals option on the main dashboard.

2. Click on "Admin"
   Once you are inside the portal, click on the Admin tab to access the administrative controls.

3. Click on "Orgs"
   Under the Admin section, select Orgs to manage and configure your organization settings.

Step 2: Edit Organization Details

• Click on "Edit"
  Once the Organizations section is open, click on the Edit button next to the organization you wish to modify.

• Enter Description
  In the Description field, provide a brief overview of your organization. This will help define the details of your organization for clarity.

  Click to enter the description and update it accordingly.

• Click "CHANGE IMAGE"
  To update the organization's image, click on CHANGE IMAGE next to the current logo or image. This will allow you to upload or change your organization's image.

Step 4: User Authentication Settings

1. Click "User Authentication" Tab
   This setting can only be managed by a Certiverse Admin.

Step 5: Configure Billing Settings

1. Click "Billing Configuration (Beta)" Tab
   Billing settings are crucial for accurate invoicing. Click on Billing Configuration (Beta) to set up your billing preferences. Note: this setting is only accessible to Certiverse Admins.

Step 6: Delivery Fees Configuration (Beta)

• Click "Delivery Fees Configuration (Beta)" Tab
  If your organization uses delivery services, this feature allows you to set up and manage delivery fees. It is also restricted to Certiverse Admin access.

Step 7: Set Up Integrations & Connectors

• Click on "Integrations & Connectors" Tab
  This section allows you to configure external integrations and connectors for your organization’s processes. Again, this option is only available to Certiverse Admins.

Step 8: General Settings Configuration

• Click on "General" Tab
  Click General to configure other essential settings, such as user permissions, organization preferences, and system configurations.
• Click "UPDATE"
  After making the necessary changes, click UPDATE to save your configurations. Ensure all settings are correct before updating.

By following these steps, you’ll have successfully set up your organization within the Certiverse Admin Portal.