Others Docs

Invoice with split Addons

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When the Admin wants you to upgrade the plan, the Addons will carry forward for the upgraded plan. But Invoice will be separated with Plan type and Addons which was purchased by the Admin from previous plan. While upgrading from Preferred to Premier Access, Order summary will be split into Plan type and Addons purchased Read More

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WAVE DEVICE SET UP INSTRUCTIONS

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TO CREATE A WORKFLOW – TOUCHLESS REGISTRATION SETTINGS On the Certify.me portal, navigate to Settings→ Touchless Registration. 2. Under Registration Workflow(s), add a new workflow. 3. To create a new workflow, Click here 4. Follow the procedure from the above link to create a workflow. TO CONFIGURE THE DEVICE The user can change the language Read More

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Field Enhancements-Network ID

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Network ID is the workstation login ID which identifies host network on an internet network. Network ID fields occurrence in ADD Member, Edit Member section, Members page and also in Form options. Network ID occurrence in Member Information section of each Touchless Registration Flow settings. Network ID occurrence also seen in Information Page of SnapApp. Read More

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Export limit

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When the Admin click Export button for more than 10,000 records, they will get a popup for limit and produce the download button link to their respective email. It is available for All temperature, High temperature, Registration Report, Checkin Report. Here is the example for All Temperature Report export limit:

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Get temperature API

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Get temperature The CERTIFY.me GetTemperature API gives first 1000 temperature records. If the maxId enters is 1000, then the API will fetch next 1000 records starting from 1001. Request URL:- https://{apipath}.certify.me/GetTemperature Request Request Headers Property Name Required Type Description Content-Type application/json api_id Yes String Login ID Authorization Yes String Bearer token curl –location –request POST Read More

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Edit Members

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To edit a member detail, click on Edit Member. A pop-up screen appears on the page which allows you to edit the details of the member. Below are the fields one can edit- First Name: User can edit the first name.Last Name: User can edit the last name.Email: User can edit the email address of Read More

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Members

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Members A member is an associate or a frequent visitor of the institution or the company. Members page displays all the details of members who were added by the admin or User. In this page, admin can edit the existing details of members and add the details of new members into the portal. In Members Read More

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Extend trial under Super Admin

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This feature allows the account to extend their trial period based on the selected date. When logged in to super admin, Go To Accounts section and select particular admin and do click the Extend trial, as shown in first figure. Selected the date as the admin needs the date to be extended as shown in Read More

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Delete Addons

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If the admin doesn’t want more Addons in their account, they can delete their Addons by clicking Cancel link in Addons Summary page. If the admin wants to cancel the Addons when the Addons are utilized. It will throw popup message. ”Cannot delete the Addon. Make sure addon is not currently in use.” Example: Consider Read More

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Manage Subscription under Super Admin.

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This part of payment can be done only through super admin access. Once they logged in, Go To Accounts section and select particular institution id and click Manage subscription for account post payment process. The field includes first half in Manage subscription page: Individual- Account Name Plan- Basic Access, Preferred Access and Premiere Access, Enterprise. Read More