How to assign responsibility for a certificate

You can assign responsibility to a certificate individually or in bulk. Learn more about those options below.

Option 1: Double-click the certificate line (individual assignment)

If you want to assign responsibility to one certificate at a time, follow the steps below:

Step 1: Double-click the certificate line corresponding to the item you want to make changes to.

Step 2: Go to the second tab, Responsibility, and select the responsible party. Learn more about the different parties here.

Step 3: If the responsible party is a tenant, choose whether the "Grant access" option should be selected; if access is granted, the tenant will have the ability to upload the certificates directly into Proprli using a limited and protected environment.

Step 4: Save your changes.

Option 2: Select checkboxes (bulk assignment)

To assign responsibility for multiple certificates at once, follow the steps described below.

Step 1: Select the certificates you want to make changes to; to select all items within a section, click on the checkbox next to "Element."

Step 2: Click on "Assign responsibility." 

Step 3: Choose the responsible party. If they are a tenant, choose whether the "Grant access" option should be selected; once access is granted, the tenant will have the ability to upload the certificates directly into Proprli using a limited and protected environment.

Step 4: Save your changes.

If you have any questions, please contact our Support team.

• Related Articles

• How to assign a tenant to a certificate

  Assigning a responsible party is a useful feature to organise certificates and assure that they are up-to-date. To learn more about this, follow the steps below. Step 1: To access the Responsibility tab, double-click the certificate line ...

• How to assign a supplier to a certificate

  You can assign a supplier to a certificate individually or in bulk. Learn more about those options below. Option 1: Double-click the certificate line (individual assignment) If you want to assign a supplier to one certificate at a time, follow the ...

• Bulk actions within certificates

  When multiple certificate line items are selected, it is possible to use bulk actions, reducing repetitive manual work and time spent updating each individual line. These are the options: Deselect all: deselects all checkboxes. Add inspection: adds ...

• Assign role

  In order to assign a role to a user, you should do the following: Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and select Company Settings. Step 2: Choose either the Team tab, for internal colleagues, or the ...

• How to upload a certificate

  Add your Certificate by double-clicking the Certificate line After you have created the certificate line (see option 1 or 2), you can double-click the corresponding line and a sidebar will appear. Within that sidebar, there will be four tabs. In this ...