User Guide - Your Role

We have created an easy to follow user guide. But first, you’ll need to determine who you are in your system and what your role is in your Compliance Management System.

Who you are:

• Account - each company/division is setup with a single CertCrowd account and system - they can then add users and roles to that account. There is a guide on how to do that here.

  • Users - you will be invited into an account and asked to set a password the first time as part of your user creation. If you are working with more than one CertCrowd account you can use the same login (same user) - you can switch between all of the account that you have access to at any time. We have Multi Factor Authentication as an additional security measure to protect you and your system. This will need to be set up and used when logging in. More information on Multi Factor Authentication can be found HERE

  • Roles - You are assigned a ROLE by your system administrator (not us). This will give you permissions that are relevant to your actual role within the business and your Compliance Management Commitments. For any ROLE related enquiries or permissions, speak to your system administrator.