Setting Up Organization Details, Team Access, Branding, and Announcements

Before you start publishing official documents on Certifyr, it’s important to set up your organization’s profile correctly. This includes your institution’s basic information, logo, contact details, and team access.

Let’s walk through how to do it.

🏢 1. Log Into Your Admin Dashboard

Visit your dashboard and sign in with your admin account. Only admins can set or update organization-level settings.

📝 2. Fill in Organization Details

Once logged in, go to the Admin tab from the left sidebar. Under the Organization Details section, fill in the following:

  • Organization Name
    This appears on top of all templates.

  • Type of Institution
    E.g., School, College, Startup, Corporate, NGO.

  • Address
    Include full postal address — this is important for embassy letters and verification.

  • Official Email
    This email will be listed on official letters and used for verification purposes.

  • Phone Number
    Optional but adds authenticity to official documents.

  • Etc.

Press “Save Changes” when done.

👥 3. Add Team Members (Under Development…)

(Please note that since this is currently under development you may face issues and challenges but we are fixing it with full efforts.)

You can invite colleagues from your organization to help create, edit, or issue documents.

  • Navigate to the Collaboration section.

  • Click Invite Member and enter their email address.

  • Assign them a role:

    • Admin (full access)

    • Member (minimal access - only making templates)

This helps distribute responsibilities while keeping access controlled.

They will get an email and must accept your request to let them join the workspace.

🎨 4. Upload Your Branding Assets

Certifyr allows you to personalize your documents with your branding, including:

  • Logo (preferably transparent PNG)
    Displayed at the top of documents.

  • Digital Signature
    Upload a scanned or digital version of the signatory’s signature, which can be applied to certain templates automatically.

You can upload and manage these assets under the Branding tab inside Admin.

📢 5. Announcements

Admins can make announcements now!

  1. Go to the Admin Dashboard
    Log into your Certifyr admin account and navigate to the dashboard.

  2. Click on the “Announcements” tab
    You’ll find this in the left sidebar or top nav under “Tools” (depending on your layout).

  3. Click “Create Announcement”
    This opens the announcement editor.

  4. Enter Your Message
    Add a title (e.g. “New Intern Template”) and a detailed message body.

  5. Add Expiry Date (Optional)
    Set an expiry if you want the message to disappear after a certain time.

  6. Preview and Post
    Review the announcement and click Post Announcement. It will instantly appear on the dashboards of selected users.

Now members of your workspace can see the announcement in the notifications tab (the bell icon on the top of their dashboard).

Say a new template like “Intern Certificate” is now available. Instead of sending emails or messages elsewhere, you can notify your entire organization directly within Certifyr — making sure everyone sees it and starts using the right version immediately.

✅ 6. Save Changes

Once all information and branding assets are added, click Save Changes at the bottom of every page.

These settings will now apply automatically across all your templates and documents — no need to enter the same details every time.