Provide Credit Card Access in Sertifi

Provide Credit Card Access in Sertifi

About: Each Hotel will have a Super Admin in Sertifi who has access to provide credit card access to users to their Hotels Sertifi portal. If you are a Super Admin you can follow the steps below to provide credit card access.


Open Sertifi and login


Click Administration


Click Account Settings



Click Security Settings



Provide Credit Card Access

  1. Click the silhouette icon next to Can View Unmasked CC.

  2. Click Add Member.
  3. Enter the email address of the user you want to share CC access with.
The user you added can now locate a document and click the blue credit card icon to view CC details.



Please note:
  1. The credit card number will never appear on the signed document.
  2. The card data expires after 90 days.
  3. Power Admins can view ALL files.
  4. Admins can only view files they sent.






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