Wallet Manager – FAQ

The Wallet Manager is a licence dedicated to users who need to manage certificates for multiple parties e.g., growers or suppliers. The administrator of Wallet Manager account can invite others to use the free Certifeye Wallet and at the same time keep access to these accounts. With this solution when a grower receives requests for certificates the administrator can answer these requests without the supplier having to take any additional steps. This way you relieve your suppliers from administrative tasks and keep an overview of the requirements they meet. Therefore, the Wallet Manager is especially popular among growers’ associations.

You can read more about the rights of an administrator on this page.

Would you like to know more about joining Certifeye and what it can mean to your company? Please contact info@certifeye.com. We will be happy to help you find the best solution!

Currently, the maximum number of Wallet accounts you can manage is 25. If you wish to support more than 25 Wallet accounts, please contact us at info@certifeye.com.

You can only access and manage certificates if a supplier has a Wallet account. With a Wallet Manager you can easily send an invite to the supplier to join the network. Once they activate their account, you will be notified and become their administrator. You can also monitor their activation status in your overview. 
 
A company can also register on Certifeye independently. In that case, it is possible to link their existing account to your Wallet Manager license. Such request must be validated by both sides: Wallet owner and the Wallet administrator. If you are interested in such change, please contact our us at support@certifeye.com.

The Wallet Manager licence can only be used by one person. This user has access to all Wallet accounts that have agreed to be managed.

The administrator of a Certifeye Wallet can access the account and perform the same actions as the owner. A person in that role will be able to upload and update your documents and receive emails from Certifeye, including requests for documents and notifications about the Wallet account. It is possible to completely outsource one’s activity on Certifeye Wallet using this role.

The owner can revoke the administrator role at any time, while the administrator cannot remove the owner’s rights. When an administrator removes themselves, the owner will be notified of this through e-mail.

The owner is the only person who can activate an account and request to close it. They can edit documents uploaded in Certifeye Wallet and select their privacy settings. Only an owner is able to appoint an administrator who will perform Certifeye tasks in their name.

• The Certifeye Wallet is a free account to collect and share your own certificates.
• The Wallet administrator is a role in the Wallet account that can be appointed to a coworker, your growers’ association or any other person you trust to assist you in managing your Wallet.
• The Wallet Manager is a licence that allows one administrator to access and manage multiple Wallet accounts from one dashboard. 

If you aren’t sure which licence type fits your situation, we will be happy to think along. You can contact us at info@certifeye.com.

Your administrative role for any given Wallet can end in three ways: 

• The Wallet owner can retract your administrator rights. You will receive an e-mail notification if this happens. 
• You can choose to remove yourself from the administrator role of a Wallet but keep any other Wallets you have under your supervision in the Wallet Manager.
• You can choose to close your Wallet Manager account, automatically losing access to any Wallets you managed. 

In all cases, the Wallets you managed will not be affected and remain under the full control of their original owners. The owners will automatically become the primary contact once the administrator is removed and can decide to appoint a different administrator. 

Your administrative role for any given Wallet can end in three ways:  

• The Wallet owner can retract your administrator rights. You will receive an e-mail notification if this happens.  

• You can choose to remove yourself from the administrator role of a specific Wallet. 
• You can choose to close your Wallet Manager account, automatically losing access to any Wallets you managed.  

Please note that in all cases, the Wallets you managed will not be deleted and remain under the full control of their original owners. The owners will automatically become the primary contact once the administrator is removed and can decide to appoint a different administrator. 

As a Wallet administrator you can answer Certifeye requests in 2 ways:

1. From your Wallet Manager administration – when you follow up a task in the dashboard and will be redirected to the specific Wallet.
2. Directly from the Certifeye Wallet account – as an administrator you have the possibility to log in to the specific Wallet and follow-up on the request.

In both cases you will land on the “Home” page. Here you will see the special widgets – each holding different type of task.

The Requested Documents widget lists all open requests waiting for your action.  

1. Click on a selected request to highlight the row.  

1. Click on the round menu button in the right, bottom corner.  

1. Choose action: 
   – Refuse, if you do not have a requested document and you are not planning to obtain such. The requestor will be informed that the certificate in question is not currently available, nor will be available in the future
   – Select Document, if you want to browse the files in your account or upload a new one.
   – Reschedule, if you do not have the requested document now, but want to provide it later.  

Once you fulfil a request the task will be removed from the widget.
By providing a file there is a subscription created between the requester and your document.
Every time you renew this certificate the subscriber will automatically receive the latest version, without sending a new request.

A questionnaire is a web form that was created and requested from you by another Certifeye user. As a Wallet administrator you may be addressed with such requests and you can answer them  in 2 ways:

1. From your Wallet Manager administration – when you click on the task in the dashboard and will be able to provide the information on behalf of the company in question, that you administrate the Wallet for.
2. Directly from the Certifeye Wallet account – as an administrator you have the possibility to log in to the specific Wallet and follow-up on the questionnaire request from there.

In both cases you will land on the “Home” page. Here you will see the special widgets – each holding different type of task.

The Requested Questionnaires widget is listing all open questionnaire requests waiting for your action. 

To complete the questionnaire, follow these simple steps:  

Step 1: Click on the questionnaire task  

Step 2: Press the round button and go to Fill in Questionnaire. You will be redirected to an online form defined by the Certifeye user sending you the request. 

Step 3: Fill in all the answers and make sure all required fields are completed. Make sure to check for extra tabs on top of the page. Note that every questionnaire can be different, you can also be asked to attach a file or leave your signature.  

Step 4: Once you complete the answers, click “Submit” on top of the page.

To ensure proper processing of your submittance, please try to provide your answers within 30 minutes from starting the session.

If necessary, you can press on “Return” button to save the answers you already have put in and complete the rest of the questionnaire later. 

After submission you will see a pop-up window where you can add any message for the requester. When you return to the landing page after submitting the answer, the questionnaire tile should display a status “Submitted” in green colour.

You will receive an email confirmation email once your answers are reviewed and accepted.   

If the requester rejects the submitted answers, you will be informed by email providing the rejection comment and you will be able to correct your answers in the questionnaire.  

A Tag is a virtual label attached to your Wallet and/or the documents that you gathered in your account. Tags can be used for identification or to give other information.

On the Tags page you can Add/Edit/Delete/Refresh tags of 2 types: 

• Search tag – this tag is public and can be used to search for your company on Certifeye platform. Search tags can be also seen in the Profile and can be used for filtering on the Public Profile page (if active). It can also be used to mark and filter your documents. 
• Custom tag – this tag is private and only visible to the users of your Wallet. It can only be used to mark and filter your documents. 

Every tag can be translated to Dutch and English so that the tag is displayed accordingly to the user’s language.  

To add Tags:  

1. Go to the Tags tab 
2. Click on +Add tag 
3. Type in the number or phrase that you want to use as a tag 
4. Select the Type 
5. Click on the Save button. 

To translate Tags: 

1. Go to the Tags tab 
2. Select the tag you want to translate 
3. Click on the menu icon in the Action column 
4. Select Edit action 
5. Click on the globe icon 
6. Type in the translation in Dutch and English 
7. Click on the Save button. 

To use Tags: 

1. Go to Certificates.  
2. Click on the menu icon in the Action column 
3. Select option Manage Tags 
4. Select tags from the list 
5. Click on the Save button. 

To filter your documents on Tags: 

1. Go to Certificates.  
2. Click on the filter box in the top of the page 
3. Type in or select the tags you want to use for filtering documents 
4. Adjust the filter setting  

You can choose the following filter options: 

And – filtering all documents with all selected tags 
Or – filtering all documents with at least one of selected tags 
Not – filtering all documents without the selected tags

You can easily present a list of all your public certificates via the Public Profile. Only valid documents with a public status will be displayed on your webpage. 

To activate your Public Profile: 

1. Go to the Profile tab.  
2. Scroll down to the Public Profile section. 
3. Tick the checkbox Activate the Public Profile of your Certifeye Wallet. 
4. You will immediately see the unique link displayed under the checkbox. 
5. Fill in any extra information about your company and contact details. 
6. Save your changes by clicking the Update button at the bottom of the page. 

Share the Public Profile URL on your website or social media. Visitors will be able to download the files or even subscribe to the documents and receive automatic updates if they have a Certifeye account. 

As a Wallet administrator, you can oversee all pending tasks for your Certifeye account and other Wallet accounts managed within your Wallet Manager license. Follow these steps:

Wallet Manager gives you access to the business version of the Certifeye application, where you can overview all the associated companies. The information gathered in the Administrated Wallets. screen can be customised and presented in your preferred layout. 

You can access every managed Wallet simply by selecting it and opening the context menu with right click. Click on the option “Open Wallet“ to be logged in to the selected account.

Additionally, you will see all pending tasks in your Dashboard, indicating which Wallet has received a request for a certain certificate or questionnaire, and whether any of the documents gathered in the Wallets are expiring.  

As a Wallet administrator you can manage documents for many companies/entities. Each of them can have a dedicated Wallet account. If a Certifeye user sends a request to a company that you manage documents for, but this requester is not yet connected to any Wallets under your management, you will be asked to select the account you want to use to fulfil the request. 
You can choose any of the Wallets you administrate or your own Wallet Manager account. 
Once this connection is made, any new request will be sent directly to the connected account. 
As a Wallet administrator you can always check the open requests in your Dashboard.

If the requester rejects the answers submitted by your company, you will be informed by email providing the rejection comment.
The rejection email includes a link redirecting you back to the Wallet where you can correct any information or complete the input. You will see an overview of all rejected items in the Rejected Questionnaires widget. To access the rejected answers please click on the task. Next press the round button and go to Fill in Questionnaire. After making all necessary corrections or filling in missing information press the “Submit” button. 

Upon submittance you can add a message in reply to the rejection comment sent by the requester.