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Home  »  Certify.me User Manual • User Guides

Category: User Guides

June 29, 2021Certify.me User Manual, User Guides

User assigned To Member Type.

When the user is assigned to particular Member type,those member type data with respective members are displayed with respective users Read More

June 29, 2021Certify.me User Manual, User Guides

Account

Account When the ‘Account’ tab is clicked, the following page appears where the account details are visible. ‘User’ and ‘Admin’ Read More

June 29, 2021Certify.me User Manual, User Guides

Access QR Code Workflow

Access QR Code is the just straight forward that you get directly QR code link to the respective member email. Read More

June 29, 2021Certify.me User Manual, User Guides

Skip Questionnaire

Enable skip questions: Have the option to skip the remaining questions and move to the next page . If the Read More

June 29, 2021Certify.me User Manual, User Guides

Notification panel For Azure Export.

Whenever we need to go Export with large data cells. It will be generated Export request through Azure. We used Read More

June 29, 2021Certify.me User Manual, User Guides

Localization and User level Time zone

Localization in Date format Admin/User can change the date format by directing to View profile page and change the date Read More

June 29, 2021Certify.me User Manual, User Guides

Devices

Devices page displays information of all the devices added to the portal and allows admin to add a new device Read More

June 29, 2021Certify.me User Manual, User Guides

Vaccination upload Document For members.

Direct upload from member section Document Upload through Snap app Vaccination Document upload through members. Upload directly vaccination document in Read More

June 29, 2021Certify.me User Manual, User Guides

Members with multigroup selection

Members have option to select multiple groups while adding or editing Members. Admin/User will get dropdown with multiple group selection Read More

June 29, 2021Certify.me User Manual, User Guides

Member Export request through Azure.

When the admin/user has more than 10,000 Records in Members section. When they need to do export, the excel sheet Read More

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  • Release Notes
    • Mar 2023
    • May 2023
  • Order Placement
    • Landing Page
    • Adding to Cart
    • Shopping Cart
    • Checkout and payment
  • Unboxing
  • Support Details
  • Incident Creation Process
  • FAQ’S
    • Temperature Reading – Best Practices
    • Network Considerations
    • Snap XT device – Getting the device online
    • CERTIFY.ME Subscription
    • Invoice with split Addons
  • User Guides
    • WAVE DEVICE SET UP INSTRUCTIONS
  • SnapXT PoE
  • Device and Stand
    • SNAP XT
    • SNAP XT +
    • SNAP XT Models Comparison
    • Pole and Desk Stand Setup
    • Wall Mount
    • Light Up Desk Stand
    • Light Up Pole Stand
    • Light Up Pole Stand
    • Floor Stand (Katech)
    • Integrated Toshiba Wired Badge Printer
    • CERTIFY Snap – Touchless Interaction
    • Bluetooth Light
    • Certify Stand Sticker
  • SNAP XT – General Set up
    • Snap XT Set Up Instructions
      • CERTIFY SNAP – SET UP INSTRUCTIONS
      • MDM Troubleshooting
      • Temperature Calibration
      • Troubleshooting Internet Connectivity
      • Register and Connect Device to the CERTIFY.me Platform
      • Offline Mode
      • Access Control Set Up
      • Wave Setup – Touchless Interaction
        • Wave Enabled with QR code
        • Wave enabled for non-QR code
        • Temperature Calibration – Wave Related Validation
        • Employee Badge Tap Enabled
      • CERTIFY SNAP – Internal Settings
        • CERTIFY Snap – Device Settings
        • CERTIFY Snap – Temperature Settings
        • CERTIFY Snap – Upload Logo
        • CERTIFY Snap – Home View Settings
        • CERTIFY Snap – Scan View Settings
        • CERTIFY Snap – Confirmation View Settings
        • CERTIFY Snap – Identification Settings
        • CERTIFY Snap – Audio and Visual Settings
        • CERTIFY Snap – Printer Settings
          • WiFi/Bluetooth Printer
          • USB Printer
        • CERTIFY Snap – Access Control Settings
        • CERTIFY Snap – Guide Settings
        • CERTIFY Snap – Member Management
        • CERTIFY Snap – Touchless Interaction
  • Proximity Tracing App: ANDROID VERSION
  • Proximity Tracing App: IOS VERSION
  • Beacon Gateway Setup
    • Beacon Gateway – EU Portal
  • Login
    • New User
    • Existing User
    • Forgot Password
    • Reset Password
    • Account lock after entering wrong password multiple times.
    • Language selection based on Institution level
  • Plan Subscription
    • Subscription Latest Changes
    • Manage Subscription under Super Admin.
    • Extend trial under Super Admin
    • Delete Addons
  • Dashboard
    • Localization and User level Time zone
    • Notification panel For Azure Export.
  • Members
    • Edit Members
    • Add Members
    • Send Registration Link
    • Import Members
    • Export Members
    • Delete Member
    • Advanced Search – Members
    • Member Export request through Azure.
    • Members with multigroup selection
    • Vaccination upload Document For members.
    • Manage Face Profile
    • Default action on enter click button for all search fields
  • Devices
    • Edit Devices
    • Add Devices
    • Push Commands
    • Import, Export, and Search Devices
    • XT Scanner Cleaning and Disinfecting Instructions
  • Workforce Compliance
    • Compliance Settings
    • Compliance Dashboard
    • Compliance Report
    • Compliance Scheduler
    • Proctoring Report
  • Reporting – ToC
    • All Temperature
    • High Temperature
    • Check-In Report
    • Registration Report
    • Member Activity Report
    • Proximity Tracing App
    • Mask Compliance Report
    • Audit Log
    • Time and Attendance Report
    • Device Action Report
    • Communication Report
    • Access log Report
    • Proximity Details
      • Webhook Report
    • Certify Alert
      • Inactive Members
  • Users
    • Add Users
    • Edit Users
    • Pagination
    • Delete
    • Export
    • User assigned To Member Type.
    • Advanced search
  • AD Sync
  • Settings
    • Device
      • Global Settings
      • Device Configurations
      • Configuration
        • Device Settings
        • Home View
        • Scan View
        • Confirmation View
        • Identification Settings
          • Primary and Secondary Identifications.
        • Guide Messages
        • Access Control
        • Printer Settings
        • Audio and Visual Alerts
        • Touchless Interaction
        • Additional Configuration Guide
          • Change Audio File
    • Touchless Registration
      • Registration Workflow(s)
      • Registration Workflow Configuration
        • Registration Notification Content
        • Member Information
        • Face Scanning
        • Questionnaire
          • Skip Questionnaire
          • Advance Options -Add additional logic to response for questionnaire:
            • Agreement and Confirmation added in Actions ( Go To) under Advanced Options.
        • Agreements
        • Confirmation
        • Open Registration Link
        • QR Code Expiration
        • Network/Workstation/UPN ID
      • Access QR Code Workflow
    • Proximity Tracing
    • Auto Scheduler
    • Notifications
    • Manage Facility
      • Edit Facility
      • Add Facility
      • Enable Certify Alert
    • Manage Location
      • Add Location
      • Edit Location
    • Manage Certify Alert
    • Manage Gateway
    • Manage Mesh Gateway
    • Manage Group
    • Facility and Location Requirements in XT.
  • Configuration.
    • API Management
    • Kronos Integration
    • Member Type
    • Form Options
    • Custom Fields
    • Account
    • Webhook
    • User Role
    • ADP Integration Process
      • Upload Image of Member in ADP work force
  • API documentation
    • CERTIFY Snap API
    • CERTIFY Snap Thermal Reading Reporting API
    • Get temperature API
  • Import/ Export Functionality
    • Temperature Report
    • Member Checkin Report
    • Member Registration Report
    • SFTP – Member Import
    • SFTP – User Temperature Export
    • Export limit
  • CERTIFY.me App for iOS & Android
  • Field Enhancements-Network ID
  • All Email Templates
  • Portal language changes

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